Banking & Financial Services

Drive BFSI CX Transformation Across Channels, Touchpoints, and Journeys

Banks and financial institutions across India, the Middle East, and the US are confronting a new reality: customers expect more than basic banking – they demand real-time, personalized, and seamless experiences at every touchpoint. 

Online Banking

From a quick digital onboarding on a mobile app to tailored advisory journeys online, delivering exceptional customer experience in BFSI means balancing speed, compliance, and trust at every step. Achieving this balance is crucial to driving business outcomes: get it right and you boost new account openings, cross-sell opportunities, and customer loyalty; fall short and customers will seek more agile alternatives. That’s why forward-thinking banks are investing in comprehensive customer experience transformation across channels, turning traditional banking into a truly customer-first engagement model.

%

Of consumers say they will leave a brand if personalization is missing 

%

Of customers across generations want more personalized banking services 

%

Trust their financial institution with personal data until inconsistent CX breaks that trust 

What we deliver

Real-Time Personalization in Banking

Using customer data platforms and behavioral analytics, we deliver relevant offers and content in real time. Every interaction becomes more contextual, driving stronger engagement and cross-sell results. 

Seamless Omnichannel Banking Journeys 

From mobile apps to branches, we unify every channel to ensure customers experience consistency and continuity — starting a process on one and completing it on another without friction. 

Secure Digital Onboarding Workflows

We reduce drop-offs and errors with eKYC, dynamic forms, and consent tracking. Faster onboarding means higher conversions — all while staying compliant with evolving regulations. 

Accessible & Compliant Platforms

Our digital experiences are WCAG-compliant and built to meet standards like RBI and GDPR. That means inclusive banking for all users, including differently-abled customers. 

Journey Analytics & Optimization

We monitor customer lifecycles from acquisition to retention, uncovering pain points and opportunities. This data fuels ongoing improvements to increase customer lifetime value. 

Why Axeno

With proven experience across enterprise-scale BFSI transformations, Axeno brings the best of Adobe Experience Cloud and UX strategy together. We’ve modernized digital ecosystems for leading banks and insurers, ensuring every solution is compliant, accessible, and engineered to perform at scale.

why axeno
Digital Banking (2)

Adobe Experience Cloud Expertise for BFSI

We bring deep capabilities in AEM, Real-Time CDP, Journey Analytics, and Target — applied specifically to banking and insurance needs. The result? Unified data, personalized journeys, and scalable experiences. 

Proven Success at Scale 

We've modernized CX for large institutions serving millions of customers. Whether it's onboarding or cross-channel engagement, we deliver results that hold up at scale. 

Built-In Compliance and Accessibility

Security and accessibility are embedded in every solution — from onboarding flows to content governance. You stay audit-ready, risk-mitigated, and customer-trusted. 

Trusted by Leading Financial Brands

Top banks and insurers choose Axeno to power content operations, real-time personalization, and customer journey transformation. Our work has helped them boost engagement and meet compliance goals — we can do the same for you. 

Seamless Integration with Core Systems 

We connect Adobe Experience Cloud with CRMs, core banking engines, and legacy systems. No silos. Just a 360° view of your customers and smoother internal operations. 

Lead Your Digital Banking
Transformation with Axeno 

Let’s reimagine what great customer experience looks like in BFSI — faster, safer, and more personalized than ever 

Let’s Talk CX for Banking
Digital banking card tap

Clients

HDFC_61b8392fa6
Federal Bank
Indusind Bank
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Al Rajhi Bank
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