Customer Journey Mapping and Industry Benchmarking
We agree with Jeff Bezos when he says “We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better”
Many leading organisations have studied this tool in detail and shared their findings; Customer Journey mapping can increase customer satisfaction by 20 % (Source, McKinsey) and companies that adopt a customer-centric approach are 60% more profitable than those that don’t (source – salesforce). Customer Journey mapping can increase customer retention rates by 5% (Source: Harvard Business Review).
Client-First, Fiduciary Commitment
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Transparent, Fee-Only Advice
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Expert Planners, Not Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Revamp your business processes
BridgeLoyalty’s proprietary CXX model refined over years of experience in understanding customer needs, expectations and process orientation, helps in identifying the process gaps to deliver the expected great customer experience.
Customer Journey is a complex mixture of consumer expectations and needs with organisational offerings of products & services, processes, systems, people, service channels and other business elements that have an impact on customer experience.
Our expertise in identifying specific personas, designing the journey with seamless execution, and identifying the bottlenecks to deliver excellent service experience, has benefitted many of our esteemed clients in the banking, retail, hospitality and other customer interfacing industries.
In today’s competitive modern business environment and with social media shaping the opinions and decision-making across all industry consumers, it’s important to not only track your customer Journeys but also see how the other players in the industry have designed their Journeys? These learnings are invaluable to take your game to the next level and are a continuous source of data and insights to shape your future designs to delight customers.
How Can Our Team Help You to Reach Your Goals
Integrity & Transparency
We uphold honesty and openness in every interaction, ensuring trust and confidence in our services.
Client-Centric Approach
Your success is our priority; we tailor solutions that truly meet your unique business
Excellence & Accuracy
We deliver precise, reliable, and timely results, maintaining the highest professional standards.
Innovation & Growth
We embrace technology and forward-thinking practices to simplify complexities and empower sustainable growth.
You’ll Know What
both digital as well as physical journeys.
Client Experiences That Speak for Themselves
“BridgeLoyalty has transformed the way we understand our customers. Their detailed audits and feedback insights have helped us identify key areas for improvement and elevate our overall customer satisfaction. The team’s professionalism and attention to detail are truly commendable.”
“Working with BridgeLoyalty has been a seamless experience. Their approach to customer assurance and experience management is both data-driven and human-focused. We’ve seen a noticeable improvement in service consistency and client retention since partnering with them.”
“The insights we received from BridgeLoyalty’s audit and CX programs were eye-opening. Their team helped us streamline internal processes, enhance frontline engagement, and strengthen our brand reputation. They’re not just service providers—they’re true partners in growth.”
