Financial Services — Compliance and CX, Same Data Problem
🎯 Your organisation
- Type: Banks and FinTechs
- Business Profile: Regulatory reporting alongside personalization goals
🧩 The Challenge
Compliance and CX are often framed as competing priorities. Unifying the data proves they’re complementary—and accelerates both.
💬 “Every compliance touchpoint is a CX moment—and vice versa.”
🚀 What DigitalCore Delivers
✅ Tactical Insights (Month to Month)
- Monthly lens linking compliance events and customer journey moments
- Playbooks for risk reduction that also improve experience
- Decision packs that satisfy risk and growth stakeholders
✅ Strategic Alignment (Quarter to Quarter)
- Shared data model across risk and CX functions
- Quarterly control effectiveness and CX uplift reviews
- Audit‑friendly decision and outcome logs
✅ Operational Optimization
- Signals from compliance systems and CX platforms (DC is not the system of record)
- Lineage and retention notes for regulatory scrutiny
🧠 Example: Quarterly Risk–CX Alignment
- Map the Overlap
→ See compliance events along the customer journey. - Prioritize Actions
→ Select moves with risk + CX upside. - Approve and Log
→ Capture rationale for audit and growth reviews. - Assess Uplift
→ Measure uplift and refine playbooks.
🔒 Why Service Desk Leaders Choose DigitalCore
| Challenge | DigitalCore Value |
|---|---|
| Competing agendas | Shared model with dual‑benefit actions |
| Audit pressure | Audit‑friendly evidence trail |
| Siloed tooling | Leadership‑level consolidation |
| Short‑termism | Quarterly reviews on effectiveness |
| Low trust | Lineage + retention transparency |
🏁 Business Outcome
From:
Risk vs. growth trade‑offs in separate rooms.
To:
Aligned controls that also improve customer experience.