KnowClick for Financial Services

Know how your website impacts the different people visiting

How We Help Financial Services Companies

You have many different segments of visitors: high net worth, retail customers, prospective customers, and many more. They have vastly different needs. Do you know how you perform for each?

KnowClick helps you know how your site impacts each of these segments: their satisfaction, loyalty, intent to use you, their opinions of you, and more.

You have many different segments of visitors: high net worth, retail customers, prospective customers, and many more. They have vastly different needs. Do you know how you perform for each?

KnowClick helps you know how your site impacts each of these segments: their satisfaction, loyalty, intent to use you, their opinions of you, and more.

Questions We Answer

  • What do visitors really need? Are you satisfying each need? Why/why not?
  • How does your navigation perform at directing visitors to the right pages? What should be changed?
  • How does your content/functionality perform at meeting needs? What should be changed?
  • What portion of visitors are actual prospective customers? What is their conversion rate?
  • What do they really think about you and your products? What do they like/dislike?
  • Are existing customers aware of your other services? What increases their awareness/interest?
  • Which behaviors indicate high interest in a service/product?

Use Cases

  • Impact of Digital: Know the impact your website has on brand consideration, loyalty, and offline acquisition
  • Website Optimization: Identify which parts of your navigation, content, and functionality are frustrating visitors and how to fix each.
  • Performance vs Potential: Know the “potential conversion” of prospective customers. Identify the cause of gaps between your potential and actual conversion.
  • Campaign Optimization: Know who is driven by each campaign and what they want. Know which are best at attracting people not already considering you.
  • Landing Page Optimization: Know who is visiting each of your key landing pages. Know what will increase their engagement and conversion.