CANVAS FOR FINANCIAL SERVICES

Rich data shouldn’t lead to poor decision-making

Canvas turns messy customer feedback into clear, practical next steps.

Data overload.

Countless dashboards, spreadsheets, reports and feedback loops. If you work in financial services, the challenge isn’t access to information, it’s turning it into something useful, fast.

Because while you’re busy interpreting numbers, your customers are running out of patience.

The reality of financial services today.

  • Friction isn't tolerated

    If opening an account or applying for a mortgage feels slow or difficult, people get fed up and drop off. They expect "easy peasy" journeys every single time.

  • Context is king

    Customers don’t care about your internal departments or siloed systems. They expect you to know who they are and what’s already happened, without having to repeat themselves to three different people.

  • Switching is easy

    With open banking and simplified switching, loyalty is fragile. If the experience feels like hard work, customers can leave in a couple of clicks.

Canvas measures what matters.

In finance, you aren’t just moving money; you’re handling life events. Whether it’s buying a first home or handling a bereavement, these are high-stakes, emotional moments.

Through speaking to thousands of consumers, we found that empathy matters most in financial services.

Canvas helps you spot those moments as they happen. When someone’s frustrated. When something’s gone wrong. When it actually matters.

Taking you from insight to action.

Most VoC tools give you lots of data and then leave you to work out what to do with it. In reality, that means more reports, more digging and more hours spent trying to figure out what actually matters.

Canvas does the heavy lifting for you. From driver analysis that shows what’s driving customer outcomes and AI-powered text analytics that make sense of every comment, to AI-powered summaries that tell you the story in the data and where attention is needed.

The result? Less time analysing, more time getting things fixed.

Integration made simple.

“Simple integration” is usually anything but. It drags on for months, costs more than it should and comes with a long list of conditions before anything even starts.

We’ve been on the receiving end of that. It’s frustrating. So we do it differently.

We work with what you've got

You don't need to fix years of legacy tech to listen to your customers. Canvas plugs into the systems you use today, even the ones that have been around since the 90s.

No unrealistic playbooks

We don’t expect a “perfect” data environment. We find the most direct route into your platform and deliver actionable insights.

Practical over painful

Our integrations are designed to work in the real world - functional, sensible and fast. You’ll be up and running in days not months.

Say no to legacy tax.

Financial services is complex enough. Your VoC programme shouldn’t make things worse.

A lot of platforms are complex, expensive and packed with features no one actually uses. You end up paying for overhead, not value.

  • Nothing you don't need

    No need for another dashboard if you don’t want one. We fit into your existing setup.

  • ROI from the off

    Typically around half the cost of larger providers. No unnecessary extras.

  • Security at the core

    Data stays where it should and your team stays in control, always.

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