Solutions

Are onboarding and call centre experiences driving customers away?

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Transform digital onboarding and support experiences in financial services

Reduce abandonment, boost satisfaction, and stay ahead of the competition with insights from real customers.

  • Reduce digital account opening abandonment with real user insights
  • Improve IVR and self-service performance to lower contact centre costs
  • Benchmark onboarding against other leaders in the market and industry peers

Check out our guide on digital account onboarding to learn more.

Are high digital account opening drop-off rates and contact centre calls holding you back?

Customers abandon digital account openings when the process is clunky, unclear, or slow. And contact centres? Overloaded with escalations from frustrated users bypassing broken self-service. Complex onboarding flows and ineffective self-service tools are frustrating customers and driving them away. You’re investing in digital—but without customer insights, experiences fall flat.

  • 59% of customers recently chose a financial product from a provider other than their main bank.
  • 70% of customers press "0" to speak to a live agent, skipping IVR menus altogether.
  • Only 32% of global customers are satisfied with their bank’s contact centre experience.

Your competitors are offering frictionless, mobile-first experiences. To compete, financial institutions must deliver faster, simpler, more human-centred onboarding and support.

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Guide

Where do you stand against your peers in 2025?

Access the UK Banking Benchmark Report to compare your digital performance and customer satisfaction against leading UK banks.

The UK Banking Empathy Experience Index (EXi)

UserTesting helps financial institutions fix what's broken—fast

UserTesting gives you the customer insights to fix what’s broken before it costs you customers.

  • ecommerce icon, shopping cart
    Discover what’s causing abandonment in digital account opening
  • journey icon
    Uncover friction across self-service, IVR, and support journeys
  • goal-setting icon
    Use real customer feedback to prototype, iterate, and launch confidently
  • Line graph - points icon
    Benchmark your experience with QXscore™ and see how you stack up

Use case deep dive tailored for you

Learn how UserTesting customers leverage customer feedback to boost engagement and drive customer loyalty.

  • Wise teaser

    Customer story

    Wise

    Check out how Wise relies on UserTesting to help over 10 million people and businesses manage their money across the world
  • Yorkshire Building Society customer story hero image

    Customer story

    Yorkshire Building Society

    Learn how YBS worked with UserTesting’s Professional Services team to address the UK Consumer Duty and raise customer understanding
  • Tesco Bank teaser

    Customer story

    Tesco Bank

    Learn how the UK retail bank understands customer behaviors, tests marketing materials, and developed their online claims process
  • Customer story

    Everypaw by Cardif Pinnacle

    Read how Everypaw pet insurance used human insight to refine a TV campaign that increased their market share
  • Usertesting customer story for Atom Bank

    Customer story

    Atom bank

    Read how the UK’s first digital-only bank used human insight to build better digital experiences and increase its App Store rating to 4.8
  • Customer Story Teaser Images. Images are used in the cards on the Customer Story Listing Page.

    Customer story

    Banco Sabadell

    Discover what happened after Banco Sabadell set the standard that all their digital experiences earn a QXscore™ of 85 before they go live

Ready to transform how customers experience your brand?

 See how UserTesting helps UK financial services institutions create seamless, high-converting digital journeys—from homepage to account opening.

Additional resources

  • teaser image for webinar sparkle yellow

    Webinar

    Unlocking success in premier digital banking

  • Image of frustrated user opening bank account

    Blog

    Top 5 customer frustrations with digital bank account opening

    Opening a digital bank account should be easy and user-friendly. Yet, for many customers...
  • TEASER-guide-Increase digital account opening-2025-960x540

    Guide

    Increase digital bank account opening

    Drive growth and efficiency at retail banks by creating seamless digital account experiences that...
  • teaser webinar image chorus teal

    Webinar

    UK financial services: be ready for the FCA’s new Consumer Duty compliance

  • teaser image for webinar sparkle yellow

    Webinar

    Unlocking success in premier digital banking

  • teaser webinar image screen coral

    Webinar

    From friction to conversion: optimizing digital bank account opening with customer insights

  • financial services

    Resource collection

    Improve bank account onboarding

    Learn how customer feedback helps optimize bank account onboarding journeys.