Financial Services - Discourse Analytics


of customers want personalized banking advice and services.


of financial institutions cite lack of personnel as a barrier to offering personalized services


of mortgage leads aren’t converted to a loan.

Building Lasting Relationships between Financial Institutions & Customers

The Financial Services industry faces a litany of challenges in understanding and focusing on their customers’ needs. By focusing purely on demographics and credit scores, those companies miss the underlying attitudes that drive a large number of the decisions made around which products are right for them and their families.

Discourse Analytics exposes the attitudes that motivate so many of the decisions borrowers and customers make so that the financial services institutions can put the right products and right messages in front of those consumers.