Financial services

Our dedicated, 25-strong Financial Services team has a breadth of sector knowledge and product strategy expertise across insurance, wealth and banking.

Making sense of the vulnerability challenge

There’s no simple formula or algorithm for responding to the FCA's guidance on customer vulnerability. Here’s where our user-centric tools can help.

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We guided the RAC through a regulatory minefield, creating an evidence trail that demonstrated positive customer outcomes.

Compliance, assured.
6 week turnaround.

We don't just create great ideas. We build services that drive change.

From researching what your users really want to designing the new services you’re missing, we innovate successfully in tightly regulated markets.

Things people say about us

cxpartners is a business that helps to deliver real change. That’s the important piece for me - making practical and actual changes that customers see and appreciate.
Richard Pash, Marketing Director, Zurich Insurance UK

The secret to customer centricity

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A small thing that made a big impact

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Meet the startups who are transforming insurance

Rapid change is driving bottom-up through the insurance sector, enabled by broken traditional insurance models and accelerated by technology innovation. With a laser focus on customer need, challengers and startups are redefining what it means to have insurance. We’ve been tracking these developments.

Find out who's who in The InsurTech Matrix.

Our thinking

Why are customers ignoring offers to help?

Financial services firms urgently need to talk to their most vulnerable customers. But often those customers don’t trust them enough to respond. How can you fix a broken dialogue?

Stu Charlton
Adding friction to help people make better decisions

The best way to help customers make good decisions is sometimes to slow them down. Our Principal UX consultant, Mark knows to get it right.

Mark Skinner
InsurTech 2021: customer experience remains a key battleground

In 2018 we took a snapshot of the tech startups aiming to disrupt the insurance industry. Our updated InsurTech matrix reveals how much has really changed since then, and what we can expect in 2021.

Gabriela Isas
Microcredit in emerging economies: Customer-centricity & organisational change

Our Financial Services team have been working in Central Asia, helping a Microfinance organisation to deliver social impact through customer-centricity.

Rebecca Cavill
Culture: how to create a competitive advantage that lasts

Focusing on customers is proven to unite businesses. There's one staggeringly simple thing you can do to kick start the change.

Stu Charlton
Searching for the elusive sweet-spot in financial product design

Are commerciality, compliance and the customer's best interest really at odds when it comes to financial services product design?

Mark Hicks