Financial Services and Insurance

Whether your focus is on growth, retention, or both—give your customers the self-service experience they deserve. Focus your efforts to drive the most customer and business impact.

financial services product tour

Quantum Metric enables financial services and insurance companies to

Grow accounts and upsell

Rapidly identify and prioritize customer friction in your acquisition and upsell funnels

Increase digital adoption

Optimize self-service journeys so customers accomplish what they came to do

Improve call center outcomes

Deflect calls, rescue struggling customers, and diagnose issues faster when customers do call

Aspiration quantifies and prioritizes digital opportunities

This socially responsible digital bank uses Quantum Metric to identify friction points—whether it’s in an application, deposit money, or pay bill funnel—and quantify how many customers are having the same problem. With this insight, Aspiration Bank’s product team can “sort and attack those in an economically rational way.”

Use Quantum Metric to answer business questions such as


  • What is causing customers to fall out of our new applications flow and how much is it costing our business in new accounts?
  • Is this log-in, transfer money, or submit claim flow optimized for funnel completion?


  • Where is page performance impeding important self-service task completion?
  • What exactly did the customer experience when this technical error occurred? Did it impact conversion?


  • What user friction caused this customer to call in?
  • How many other customers were impacted by the same issue described in this survey response and how much did it impact our business?

Built to protect your customers’ data privacy

We’re focused on protecting your customers’ data. From data capture, data in flight, and data at rest—sensitive customer data is either never captured or always encrypted. Learn more on our Security page.

We can support your business initiatives

Reduce Call Center Costs

Optimize self-service flows faster and engage struggling customers in real time.

Native App Optimization

Need better mobile analytics and session replay? Get 100% of app traffic that's highly performant and secure.


Ensure the success of major site or app launches with deep and real-time insights before and after the switch.

See Continuous Product Design in Action

schedule a personalized demo with our team

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