Retail banking experiences templates

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.

To get ahead (and stay ahead) of points of friction and prioritize customer empathy, test early and often. These templates are especially beneficial early in the planning process, before too much time and budget is invested, ensuring new concepts and communications can be validated with a high degree of confidence in your teams’ goals and decision-making. Teams across your organization can leverage these templates to evaluate in-branch experiences, conduct early-stage discovery, test prototypes, compare marketing messaging, and even get feedback on your competition.