Background

Digital Experience Analytics for Financial Services

Optimise quote-to-buy funnels, reduce application abandonment, and build trust through seamless digital experiences—with enterprise-grade privacy controls.

Convert More Applicants into Customers

Understand exactly where prospects drop off and why they hesitate

Reduce Abandonment

Recover lost conversions in application flows

Optimise Complex Forms

See which fields cause drop-offs

Build Digital Trust

Ensure seamless, confidence-building experiences

Built for Financial Services Teams

Enterprise-grade analytics with the privacy controls your compliance team requires

Boost Completions

Quote & Application Funnel Analysis

Track prospects from initial quote through to completed application. Identify exactly where they drop off and quantify the revenue impact of every friction point.

  • Track application journeys end-to-end
  • Identify quote-to-purchase drop-offs
  • Quantify revenue at each stage
Quote & Application Funnel Analysis
Form Field Analysis
Fix Form Friction

Form Field Analysis

Financial forms are complex. See exactly which fields cause hesitation, errors, and abandonment—then watch session replays to understand why applicants struggle.

  • Visual drop-off on each field
  • Identify confusing questions
  • Watch replays of struggling users
See the Full Journey

Cross-Device Journey Tracking

Financial decisions span multiple sessions and devices. Track the complete customer journey from research to application, wherever it happens.

  • Connect sessions across devices
  • Understand research-to-purchase paths
  • Identify trust-building touchpoints
Cross-Device Journey Tracking
Error Detection for Sensitive Flows
Protect Trust

Error Detection for Sensitive Flows

Catch issues in critical flows before they erode trust. Detect validation errors, API failures, and broken integrations in quotes, applications, and account management.

  • Surface application errors instantly
  • Prioritise by conversion impact
  • Monitor payments and transfers
Compliant Insights

Session Replay with Privacy Controls

Watch how customers interact with your digital experience—with automatic PII masking and data residency options to meet your compliance requirements.

  • Automatic PII masking
  • Data residency options
  • Share replays securely
Session Replay with Privacy Controls

Ready to Optimise Your Digital Funnels?

See how financial services leaders use Insightech to convert more applicants while maintaining compliance.

Let's Talk

Enterprise-Ready Platform

Built with the security and compliance financial services require

Data Residency

Store data in-country

PII Masking

Automatic sensitive data masking

SOC 2 Compliant

Enterprise security controls

Unlimited Users

Deploy across all teams

Turn Experience Into Revenue Insights

Get crystal-clear visibility into user behaviour, friction, and errors — prevent revenue loss, optimise journeys, and grow with confidence.