The State of Messaging in Banking
An executive guide about conversational banking, the technology that drives it, and how industry leaders can adapt.
Why this eBook matters
Banking customers expect fast, personalized, and seamless experiences—yet most banks are still struggling with outdated communication methods. Traditional customer service channels increase costs, slow down resolutions, and frustrate customers.The future of banking is messaging-first. Conversational apps are revolutionizing customer interactions, operational efficiency, and financial performance.
This eBook breaks down how leading banks are using messaging automation to meet customer demands while reducing costs and increasing engagement.
What you’ll learn
- What Conversational Apps Are – Why they go beyond chatbots and how they integrate into banking experiences.
- Why Banks Must Act Now – How regulatory changes, fintech disruption, and customer expectations are forcing banks to modernize.
- The Financial Impact of Messaging – How conversational apps reduce customer service costs by 30%, improve NPS, and decrease churn.
- How to Build Winning Messaging Experiences – Actionable steps to design seamless, customer-centric banking interactions.
- Real-World Banking Case Studies – How top banks use messaging to streamline onboarding, payments, and customer support.
Who is this guide for?
This guide will be useful for anyone interested in business-to-consumer (B2C) communication in banking and how it is evolving. It is particularly relevant to banking professionals in the following roles:
