Trends Report

The Best And Worst Beneficiary Experiences Among US Financial Services Firms

June 16th, 2020

Summary

To help financial services firms improve their beneficiary customer experience, we reviewed the experiences on a range of US sites. Financial services firms need to stop thinking of the beneficiary/survivor process as a transaction but instead as an opportunity to continue a relationship. Watch our 11-minute review of the many good — and not so good — examples of how US financial services firms approach this life event, even at account opening.

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