Using Canvas to Tackle Challenges in Financial Services

Written by Alex

At Watermelon, we have extensive experience in the financial services sector, an industry where tight timelines, limited budgets, and strict integration and compliance requirements are the norm. Helping clients overcome these challenges and uncover meaningful customer insights is what we’re passionate about. That’s why we’re especially excited about the rollout of Canvas, our in-house CX platform purpose-built to tackle these challenges head on. We’ve already started successfully transitioning our existing clients over to the platform and we’re looking forward to the wider release coming this June.

Migrating complex programmes can understandably make clients nervous, but Canvas is built to simplify the complicated. We know our clients don’t have endless time to learn how to build surveys or navigate dashboards, which is why Canvas streamlines the onboarding process. With minimal handholding, we’ve empowered some of our clients to start creating and deploying their own surveys, as well as launch business-wide dashboards with ease.

Canvas is also competitively priced and spending less on technology has enabled our clients to increase their reach across additional channels, touchpoints and markets as well as invest their budget in what really matters – driving transformational change.

Finally, Canvas stands out for its seamless integration. We take an honest, pragmatic approach by highlighting what Canvas does best, but recognising where other platforms may have the edge. We believe there’s no reason clients can’t leverage the best of both worlds, which is why we offer plug-and-play integrations that allow them to seamlessly use the other tools they need, whenever they need them. And Canvas does this all at the same time as being fully certified to ISO 27001 standards, ensuring enterprise-level compliance from day one.

To find out more, go to www.watermelonresearch.com/canvas