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Financial Services

Strengthen your relationships
throughout the financial ecosystem

Connect directly with customers, partners, brokers, agents, advisors, and employees to understand and meet their changing expectations.

See how it works

B2B clients can be tough to engage, have limited time, and need to see immediate value in participating in a community. We had to find a way to hear from them regularly, and Alida communities allow us to do that.

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Banks, credit unions, insurance companies, investment firms, and financial service providers rely on Alida

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Innovate with Customer Focus 

Infuse client insight into product development, digital experience, and marketing strategies to improve adoption, usage, and long-term retention.

Prioritize innovation and investment that exceeds expectations

Financial institutions are seen as interchangeable. Stand out by demonstrating deep knowledge of customer needs today – and tomorrow.

  • Build trust by understanding motivations and goals
  • Test offers, pricing, and channel preferences
  • Explore new partnerships and collaborations
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Improve the digital experience with innovation and UX testing

Use direct customer feedback to design digital paths that meet demands for personalization, convenience, and ease of use.

  • Make mobile and self-service transactions easier to complete
  • Drive business growth and improve back-office efficiency
  • Increase loyalty, satisfaction, and net promoter scores
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Unlock opportunities with analytics and predictive insights

Know which customer segments matter most to your business, be laser-focused on their needs, and pivot with agility.

  • Identify where you fall short and make strategic improvements
  • Uncover customers at risk of churning and those who may be ready to invest more
  • Combine feedback with product usage and life event data for granular targeting and personalization
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See how Alida can help you level up your research program.

Get a demo

Alida is a Community Research platform that helps the world's biggest brands create highly engaged research communities to gather feedback that fuels better customer experiences and product innovation.