Customer Experience
for Banks and Insurance
Manage customer experience systematically—powered by real client data.
Real-Time CX
Data-Driven CX Management
Client Retention
Capture client feedback instantly after key interactions—branch visits, call center conversations, product sign-ups, or claims handling.
InsightSofa connects customer experience to specific processes and channels. Your CX team sees exactly where issues arise—and where improvements will have the greatest impact.
The system automatically detects dissatisfied clients and creates a case for the responsible employee. So you can respond before the client decides to leave.
Real-Time CX
Capture client feedback instantly after key interactions—branch visits, call center conversations, product sign-ups, or claims handling.
Data-Driven CX Management
InsightSofa connects customer experience to specific processes and channels. Your CX team sees exactly where issues arise—and where improvements will have the greatest impact.
Client Retention
The system automatically detects dissatisfied clients and creates a case for the responsible employee. So you can respond before the client decides to leave.
How It Works
Client Experience
Across the Entire
Financial Relationship
InsightSofa enables CX teams to track client experience across the entire customer journey—revealing the moments that have the greatest impact on trust, satisfaction, and long-term loyalty.
Show data from All branches, segmented by Customer Journey during last 3 months
Key Metrics
Know Exactly Where
the Client Experience Works
InsightSofa reveals client satisfaction across every part of your organization—by channels, products, branches, and specific processes. This clarity makes it easy to identify the areas that require immediate attention.
Show data from touchpoint New Financial Product, filtered by Country Germany during last 3 months
Client Processes
Manage Experience at the Moments That Matter
B2C companies have one thing in common—customers interact with them constantly. Purchases, service requests, complaints, support conversations, or branch visits. InsightSofa captures feedback exactly at these critical moments.
Financial Impact
Connect CX with Business Results
CX teams need to clearly demonstrate the business impact of their work. InsightSofa links customer experience with key business metrics—such as client retention, product usage, and customer lifetime value. This allows you to show leadership how specific CX improvements translate into real business value.
Show data of Financial Department, segment by Contract during last 3 months
If you turn 10% of critics into promoters, you can expect revenue to increase by 3 135 470. That’s what this is all about.
High-Value Insights
Automatically Surface What Matters
InsightSofa analyzes all client feedback and automatically identifies situations that require immediate attention.
AI analyzes every survey, question, and response—including open-ended comments. Based on the opportunities you define, it searches for relevant signals across all feedback. When a match is found, the system automatically opens a case and assigns it to the right person. This helps you uncover upsell potential, product innovation ideas, at-risk patients, and other opportunities that would otherwise remain hidden.
Feedback Collection
How Do You Get This Data?
With InsightSofa, you have three core ways to collect feedback. But one stands above the rest: transactional data—where the most valuable truth about your customer experience is revealed.
Feedback Collection
Transactional Measurement
The highest survey response rates. The highest-quality data. All in real time.
InsightSofa Channels
Collect feedback where your customers actually share it.
Design
Beautiful.
And built to perform.
Every survey reflects 14 years of CX expertise—crafted to maximize response rates and deliver a design that leaves your customers with a true wow experience.
