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Alchemer’s CFO on the keys to getting finance backing behind your CX initiatives

Alchemer Mobile

Together, they outline three practical steps to bridge the gap with Finance, align meaningful metrics, and turn strong CX ideas into fully funded initiatives. Instead of starting with customer complaints or experience gaps, start by asking Finance: What problems are you trying to solve this year? Find a partner in the CFO org.

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Why Great Ideas Fail in Finance: It’s Not the Digital Product, It’s the UX

UX Planet

Finance faces the same reality: bold, user-first design delivered through seamless digital platforms is what separates the leaders from those destined to become footnotes. Acquisition: A frictionless, brand-aligned experience generates positive word-of-mouth. Google left Yahoo behind in searches. Zoom outperformed Skype in videocalls.

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Bankers Think UX Is A Joke Until They See This Digital Brand Framework For Finance

UX Planet

Consider the following elements: Brand Strategy and Positioning: Before embarking on a digital brand makeover, financial institutions must clarify their mission, values and brand promise. The Revolut super app offering goes far beyond finance by including cutting-edge lifestyle services. The financial landscape is highly competitive.

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Building Wiz: the fastest-growing startup in history | Raaz Herzberg (CMO and VP Product Strategy)

Lenny Rachitsky

These are stronger indicators of interest that tell you they really want your product, versus general positive feedback. Listen now on Apple , Spotify , and YouTube. When pitching early ideas, pay attention to specific actions customers want to take, like asking about pricing or requesting to start a proof of value (POV).

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Applying Neuromarketing to Elevate the Digital Banking User Experience

UX Planet

Written by Alex Kreger and UXDA team Digital banking has undergone significant transformation over the past decade, yet many users still experience stress and confusion when managing their finances online. In finance, these factors are magnified by everyones subconscious fears about money, risk and loss.

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Succeeding with Product Portfolio Roadmaps

Roman Pichler

Its goals describe the user and customer benefits the entire portfolio should create and the positive business impact it should achieve. First, the GO Portfolio Roadmap is built on outcomesits an outcome-based, goal-oriented plan. They are its most essential element. Any feature shown on the roadmap must help meet the corresponding outcome.

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Turning Strategy Into Outcomes: Influencing Stakeholders To Achieve Alignment

BrainMates

It explores the common points of friction with Finance, Engineering, Sales, and Support — and offers practical ways to address their concerns. Finance worries about margins and capital discipline. How to respond: Bring finance in early. This level of discipline often turns finance into a backer, not a blocker.