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"What's keeping your bankers from peak performance?"

Make your banking software work harder for your people.

Banks have invested heavily in CRM systems, compliance tools, and customer engagement platforms. But relationship managers are spending more time wrestling with software complexity than building client relationships. The result? Lost productivity, compliance risks, and missed revenue opportunities.

Software Experience Management (SXM) transforms how your team interacts with the tools you already have in place. By identifying friction points and delivering in-context guidance, leading institutions are freeing up thousands of hours for client-facing work.

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Proven approaches to boost productivity: Learn how a leading global bank used behavior analytics to identify exactly where bankers were struggling with their new CRM—then deployed targeted guidance that saved thousands of hours redirected to customer engagement.

Real metrics from industry leaders: Discover how a global investment firm reduced onboarding time and support costs when migrating 1,200+ employees across four countries, and how one institution met new Canadian regulatory requirements across thousands of users within hours.

Your roadmap to measurable ROI: See the framework for connecting what employees do, say, and experience in your banking systems—with case studies showing 50% faster software adoption, 80% fewer support tickets, and over 90,000 employee hours saved annually.

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