Whitepaper: Transforming CX in Community Banking

Deliver the Digital Experience Your Customers Expect Without Losing What Makes You Unique

For Community Banks and Credit Unions

Your customers are no longer measuring you against just other banks. They are holding you to the same standards as the digital leaders they interact with every day.

This whitepaper gives you a practical path to modernize CX while preserving the values that set you apart.

What You Will Learn

• Why 73% of customers now benchmark your digital experience against tech giants — and what that means for your institution
• What a modern, integrated CX stack looks like (including the 4 essential technology layers)
• How to prioritize high-impact CX improvements
• Lessons from real regional banks and credit unions that achieved measurable results:
  • 20% improvement in satisfaction
  • 42% decrease in attrition
  • $1.2M in cost savings
• A step-by-step framework to move from legacy friction to digital fluency — without breaking what works

Built for Leaders Navigating:

• Fragmented systems and data silos
• Rising customer expectations
• How to prioritize high-impact CX improvements
• Limited internal technology resources
• Unclear starting points for transformation‍

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