Banks | Credit Unions | Fintech

DDX Advisors
DDX Advisors
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    • Home
    • What We Do
    • Service Offerings
      • DX Evaluations
      • Getting Started with AI
      • Fractional Leadership
      • Vendor Evaluation
      • Readiness Review
      • Regulatory Response
      • Strategic Program Leaders
      • Customer Migration
      • ROI-Continual Improvement
    • About
    • Contact Us
    • Insights
  • Home
  • What We Do
  • Service Offerings
    • DX Evaluations
    • Getting Started with AI
    • Fractional Leadership
    • Vendor Evaluation
    • Readiness Review
    • Regulatory Response
    • Strategic Program Leaders
    • Customer Migration
    • ROI-Continual Improvement
  • About
  • Contact Us
  • Insights

Digital Experience Assessments

Optimize Your Customer's Digital Journey – Enhance Engagement and Improve Account Opening Rates

 

Unlock the Full Potential of Your Digital Experience

(Pricing Starts @ $4,000 for a single product or public website.  Complete business line and enterprise-wide digital evaluations are also available.)


In today’s digital-first world, your financial institution's digital presence isn’t just an extension of your brand—it’s becoming your primary customer touchpoint.  Friction in the user journey that result in poor digital experiences can drive customers away and hurt your bottom line. DDX’s Digital Experience Assessments help Financial Institutions and Fintech's identify gaps, enhance user experience (UX), and optimize digital performance for higher engagement and conversion.


Guaranteed to provide actionable recommendations to immediately improve your customer's digital experience.

For Financial Institutions and Fintech

Optimize Your Customer's Digital Experience

Competitive Assessment

 In today’s fast-evolving banking landscape, customers expect seamless, intuitive, and secure digital experiences. If your online banking, mobile app, or account opening processes aren’t optimized, you’re losing customers to competitors with better digital offerings.


At DDX Advisors, we specialize in Digital Experience Assessments tailored to regional community banks and credit unions.  We help financial institutions evaluate and enhance their digital touchpoints—improving usability, increasing conversions, and driving customer satisfaction.


Why Digital Experience Matters

🔹 80% of bank and credit union customers prefer to manage their finances digitally.
🔹 68% of consumers will abandon an application if the process is too complex.
🔹 Financial Institutions struggle to keep up due to limited IT and budget resources.


With our expert-led Digital Banking Assessments, you can stay ahead of the competition, meet regulatory expectations, and deliver an exceptional customer experience.


Assessment Services

We provide data-driven, actionable insights to optimize your digital banking strategy.

A typical assessment includes: 

 User Experience (UX) & Usability Analysis Report

  • Documentation of current friction points.
  • Assess navigation, design, accessibility, and responsiveness.
  • Provide recommendations to improve customer engagement and retention.

 Digital Conversion Optimization

  • Analyze customer drop-off points during account opening and transactions.
  • Identify and fix barriers to deposit account and loan application completions.
  • Improve digital onboarding to increase conversion rates.

Competitive Benchmarking

  • Compare your digital experience against top competitors.
  • Identify industry best practices to enhance customer satisfaction.
  • Develop a roadmap to stay ahead in digital banking innovation.


 Contact us today to start your AI journey and future-proof your bank or credit union! 

Our Digital Experience Assessment Services

What You’ll Get with a DDX Digital Experience Assessment

  • A detailed audit of your financial institution's digital platforms
  • Actionable insights tailored to your customer base
  • Prioritized recommendations for quick and long-term improvements
  • Expert guidance from industry professionals with deep banking expertise
  • A competitive advantage in delivering a frictionless digital experience



Why Choose DDX?

Specialized In Financial Services

Specialized In Financial Services

Specialized In Financial Services

 We focus exclusively on regional / community banks and credit unions, with deep understanding your unique challenges. 

Proven Expertise

Specialized In Financial Services

Specialized In Financial Services

 Our team has decades of experience optimizing digital experiences for Financial Institutions and Fintech Providers.

Actionable Insights

Affordable & Flexible

Affordable & Flexible

 There are no vague suggestions—just clear, data-backed recommendations to drive real results. 

Affordable & Flexible

Affordable & Flexible

Affordable & Flexible

  We offer defined scopes of engagement with measurable deliverables to fit your budget and needs.

Contact Us

Ready to Elevate Your Bank’s Digital Experience? Discover how a Digital Experience Assessment can transform your customer engagement and increase conversions. Schedule a Free Consultation Today!

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