CANVAS FOR FINANCIAL SERVICES

Turn customer feedback into prioritised actions that improve retention and trust

Canvas helps financial institutions act on customer feedback quickly and confidently in secure, regulated environments.

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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 data, customers are making decisions about whether to stay, switch or recommend you.

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.

  • 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.

Every abandoned application, unresolved service issue, or poor onboarding experience affects more than customer satisfaction.

It impacts trust, retention and long-term customer value.

What Canvas does.

Canvas helps financial institutions understand what matters most to customers and what needs attention first.

By capturing feedback across key customer journeys, Canvas identifies emerging issues, highlights what's driving customer frustration, and prioritises where action will have the greatest impact.

Whether it's onboarding, lending, servicing, or complaints, Canvas helps teams cut through the noise and focus on the improvements that will make the biggest difference to customer experience, trust, and retention.

How Canvas works.

Canvas captures customer feedback across key journeys and touchpoints, helping you understand what customers are experiencing as it happens.

AI-powered text analytics identifies recurring themes, emerging issues, and the drivers behind customer satisfaction and frustration. Real-time alerts help teams respond quickly, while AI-generated summaries highlight what matters most and where action is needed.

Less time analysing, more time fixing.

The Canvas impact.

Canvas helps financial institutions focus on the improvements that matter most. By identifying issues earlier and highlighting what's driving customer trust and loyalty, teams can reduce customer drop-off across key journeys, resolve problems faster, and spend less time analysing feedback. The result is greater confidence in where to focus improvement efforts and a clearer path to delivering better customer experiences.

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 and 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.

Who it’s for.

Canvas is used by teams across customer experience, product, operations, and transformation functions to understand what customers need and where improvement efforts will have the greatest impact.

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