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CUSTOMER JOURNEY MAPPING

Map out the best possible digital experience for your customers.

Our mapping process:

Gain insights into customer wants + pain points

Identify + fix gaps in your customer journey

Prioritize features to increase customer growth + retention

Realize better customer engagement and seamless, personalized customer experiences that drive customer growth

Let our consultants partner with you to build a Customer Journey Map, outlining the processes around the points where your digital platform touches your customer, so you can optimize them and create a better experience.
Let our consultants partner with you to build a Customer Journey Map, outlining the processes around the points where your digital platform touches your customer, so you can optimize them and create a better experience.
A great customer journey is a seamless one. Ensure your product glides customers through their task, with an intuitive UX design across indistinguishable, backend integrations.
A great customer journey is a seamless one. Ensure your product glides customers through their task, with an intuitive UX design across indistinguishable, backend integrations.
And let our experts turn that concept into a real prototype, you’ll get invaluable insights you can act on before you invest.
And let our experts turn that concept into a real prototype, you’ll get invaluable insights you can act on before you invest.

“We understand our customers well enough to know what they want in a digital experience—don’t we?”

As a leader at an established, mid-market financial services firm, you want to create the best possible digital experience for your customers.

The problem is, you lack visibility into how your customers are currently experiencing your application or platform.

You need an outside expert UX evaluation to tell you what to fix and what not to fix about your user experience, right now.

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Wealth

Benefits enrollment platform increases pipeline by 300%

Good user experience design:

  • Builds trust between you and your users, especially when it comes to issues like security and accessibility.
  • Is personalized for your customers, they feel like the product is “designed just for them” – increasing customer satisfaction and retention.
  • Is seamless across the customer journey, powered by intuitive UX design and robust backend integrations Increases customer utilization of your product, which frees you to spend more time serving them and less time fielding support calls.
  • Decreases on-boarding time for new users and provides delightful first interactions with your company.
  • Helps you compete with confidence and grow.
  • Is compliant and secure but doesn’t affect your user’s experience.
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Wealth

Financial advisor portal maximizes profit potential 

You’re not sure how to improve your Customer Experience for one of two reasons:

You don’t know where to start
You don’t know where to start

You know “the way you’ve always done it” when it comes to selling to and serving your customers isn’t cutting it in a digital environment, but you’re overwhelmed. You need a rational way to prioritize your investments.

You don’t know how to differentiate your product
You don’t know how to differentiate your product

You know your digital customer experience is broken. You have questions about how to re-architect your organization’s strategic focus to improve those aspects of your digital customer experience that are causing the most friction. You want to make more informed decisions.

Find out, with a Customer Journey Map

Maybe you’ve never taken the time to map out, end to end, your customer’s journey through your financial services platform or application to see where the gaps are and what you should improve.

You need an expert to help you fix your customer journey now, so you can make better product decisions later.

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Wealth

Benefits enrollment platform increases pipeline by 300%

Knowing how your customers experience your platform:

  • Provides focus so you can choose how to better direct your innovation investments for maximum ROI.
  • Ensures alignment between your internal teams and stakeholders, around a shared vision: to provide your customers with the best possible digital experience.
  • Promotes customer centricity by amplifying the voice of the customer—your most important stakeholder.
  • Provides user insight into your customers’ wants and pain points, helping you to immediately identify opportunities and close gaps.
  • Prioritizes your roadmap, which can inform the design and development processes as well as promote a clear, optimistic picture of the future to rally the troops and increase productivity.
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Wealth

Financial advisor portal maximizes profit potential 

Name the top 5 things your customers love or hate about your platform’s user experience.

Can you support your answers with objective data?

Match user expectations
Match user expectations

Jakob’s Law states: “Users spend most of their time on other sites. This means that users expect your site to work the same way as all the other sites they already know.”

Most people don’t know what they want when it comes to experiencing an application or platform, much less how to verbalize it. They just know what they’ve seen on the sites they use most often.

Match user behaviors
Match user behaviors

The rest of Jakob’s Law states: “Design for patterns for which users are accustomed.” If you don’t know the patterns your customers are accustomed to, you can’t design for them, and your user experience suffers.

A Customer Journey Map is a visual diagram—typically a timeline—that shows, at a high level, where your users are delighted and where they’re disappointed as they complete tasks or workflows on your digital product. Customer journey mapping lets  you know what to fix about your digital customer experience, based on objective data.

Discover how to become an experience-centered product company

What is included on a Customer Journey Map?

A Customer Journey Map outlines the process your customer goes through to acquire value from your company.

It lists the touch points, the steps along the way, at which your company delivers value, what is required of you in order to deliver that value, and the corresponding frustrations and delights your customers experience as they seek to achieve it.

Our customer journey mapping consultants start with a template based on established, industry-gold-standard frameworks like Blue Ocean Strategy®, and customize it to fit your unique needs, measuring such value-driving areas as:

  • customer productivity,
  • simplicity,
  • convenience,
  • risk,
  • fun and image, and
  • environmental friendliness.

Examples of customer experience levels we might measure while mapping the customer journey include level of effort, emotional state and/or negative emotions, and convenience.

Finally, as an optional add-on, we can provide “voice of the customer research” to validate our findings.

Schedule a call

You don’t have to be an expert in design strategy to know how to improve your digital customer experience.

Whether you’re planning to build new software or rebuild or modernize your existing software, designing a good experience for your users is vital. Let our agency conduct a Customer Journey Mapping workshop, so you know exactly what to fix and what not to fix about your digital customer experience, right now.
Here’s how it works:

Meet for the workshop

We meet with your team for a focused 1/2-day mapping workshop to walk through your customer journey together.

Create the map

We combine your existing research, data, and insights with ours (think Blue Ocean Strategy) to build your customized Customer Journey Map, drawing out opportunities for innovation and identifying points of friction.

Gain valuable insights

We’ll present your Customer Journey Map. You’ll leave with a much better understanding of your customer’s journey through your digital experience map, as well as alignment around what to do next to improve it.

Get our Capabilities Brochure

Download here

Praxent is a financial technology consulting and engineering firm. We help our clients command their future and reach their growth goals by delivering on their digital experience roadmaps. Specializing in end-to-end digital transformation, our team’s industry experience and CAN/DO culture help our clients work with their legacy systems to launch bespoke digital experiences that serve their customers better than their competitors.

(512) 553-6830 info@praxent.com

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Praxent is a financial services digital consulting and development firm. We help our clients command their future and reach their growth goals by delivering on their digital experience roadmaps. Specializing in end-to-end digital transformation, our team’s industry experience and CANDO culture help our clients work with their legacy systems to launch bespoke digital experiences that serve their customers better than their competitors.

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Austin, TX 78735

(512) 553-6830

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