Transform financial services sustainably by understanding those life moments that matter
You’re involved in some of the most pivotal moments in your customers’ lives – from helping them to buy their dream home and perfect car, to planning for later life and retirement or supporting them during financial difficulty. They’re all moments that really matter. So how can you make them perfect?
We help our financial services clients navigate the unique and evolving challenges of a complex, highly-regulated industry. That’s why so many of them trust us as their partner to transform their customers’ experiences – find out how we make the difference.
£24 billion
mortgage assets under management
3 million
regulated complaints handled each year
£9.6 billion
card payments processed each year
£100 billion
pension funds under management
In the third of three blogs supporting our recent white paper on how financial providers can find success in the motor finance industry, Aps Ajit, Managing Director of Financial Services at Capita Experience, looks at ways providers could harness data and become indispensable for connectivity in drivers’ everyday lives.
Aps considers how providers can join up their thinking to become a service drivers can’t live without, looking at how they can demonstrate value with genuine tailored and personalised offers, learning from data and optimising services in real time.
Banks need to inform vulnerable customers about help and support
Most customers aren’t aware that their bank offers help for the vulnerable – and would welcome the chance to explore such services.
There’s still life in the bricks and mortar bank branch
Our report found over 33% of consumers feel it's very important their bank has branches they can visit should they need to – we discuss this and other report insights.
Customers are demanding that their banks go greener
Our research highlighted that most consumers believe that the financial services industry is not doing enough to protect the environment.
How does financial services customer experience compare?
Our exclusive research with Ipsos MORI reveals how the FS sector is shaping up in terms of customer experience compared with other industry sectors.
Video: Shaping tomorrow together
From resolving over three million regulated complaints to handling over five million connect calls, find out why so many of our financial services clients trust us to be their long-term strategic partner.
Take a look at our interactive infographic to see how we’re helping financial services organisations rise to the challenges of today and tomorrow.
Retail banking
We blend our banking expertise with an innovative, human-centric approach to nurture your people through a proven mix of technology, training and resources, transforming processes and customer experience to drive growth.
Pensions
Capita Pension Solutions is one of the UK’s leading pension firms. We partner with clients to provide an unrivalled breadth of services across pensions administration, data solutions, software and consulting.
Mortgages
We’re helping lenders and financial services organisations to transform their homebuying journey to a customer-centric, digital first, industry-leading proposition, making home financing hassle-free. That’s why we put customer experience at the heart of our FCA-regulated mortgage software and servicing.
Anna Koritz
Managing Director, Financial Services
Anna is a Managing Director of our Financial Services business, which focuses on driving better outcomes for our banking, mortgage, motor finance and insurance sector clients. She has extensive experience working in financial service environments, as a management consultant, as a corporate banker and as a banking client too, managing and transforming large scale payment operations and treasury services. Anna is passionate about effective deployment of best practise solutions and has an unrelenting customer outcome focus.