UNDERSTAND NEEDS
Retail banking experiences templates
Innovate and de-risk your retail banking experiences to keep up with evolving preferences
What you'll learn
Customer perspectives on real-world, in-store bank branch experiences
If customers can successfully complete banking tasks—and if the usability and accessibility match their expectations
Customer perspectives on various bank communications, including messaging, email engagement, and more
How customers evaluate banking services landing pages for clarity and efficacy
To no surprise, digital preferences for retail banking have been seeing an uptick. As of 2022, 203 million American consumers use digital banking. Meanwhile, up to 25% of consumers have said they’d prefer to open an online bank account but don’t have the option at their current bank. As banks prepare for digital mediums to become the default channel, data on customer behavior may not always explain the why behind customer trends and preferences.
To mitigate this and bolster customer retention while increasing digital adoption, retail banks must place customers at the forefront by prioritizing their sentiments and experiences at every touchpoint of their banking journey. Instead of relying solely on analytics dashboards, enhance your data with the power of your customers’ perspectives to shape communications, products, and services—using the UserTesting platform.
Whether you’re a part of the design, marketing, product, or CX department in the retail banking space, these retail banking experiences templates help you better predict banking customers’ needs and drive innovation.
Hear from our customers
Learn how quick insights from UserTesting contributors helped T. Rowe Price solve a business-critical design problem.
What to test next
After completing a website evaluation test, consider taking a look at the templates for website comparison to do competitive or historic research, website conversions to analyze how to best persuade customers, and website navigation to assess its ease of use.
Additional resources
Now that you know how to use this template to fit your needs, dive into the resources below to learn how teams across your organization can rely on human insight to create successful, customer-centric products and experiences.
Forrester: UserTesting delivers a 665% ROI over three years
A recent Total Economic Impact™ (TEI) Study, conducted by Forrester on behalf of UserTesting, illustrates how organizations using the UserTesting Human Insight Platform can realize $2.03M in value and 665% in ROI over a three-year period.
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