Case Study: Top 10 Financial Institution achieves 90% customer satisfaction with Currency Exchange International

A Currency Exchange International Case Study

Preview of the Top 10 Financial Institution Case Study

How this financial institution went from poor customer service and account management to excellence once they switched over to CXI

A top 10 financial institution in the United States faced challenges with high costs and regulatory risks associated with its foreign currency exchange operations in emerging markets. They sought a trusted partner to streamline the process and provide a more personalized, all-in-one solution. This led them to partner with Currency Exchange International (CXI) to implement the CEIFX foreign exchange service.

Currency Exchange International designed a comprehensive, customized solution addressing delivery, reporting, and administrative needs through the CEIFX platform. The implementation resulted in zero customer complaints over 11 months and customer satisfaction levels consistently rated over 90%. CXI also helped the institution optimize its cash inventory, increasing turnover to 2-2.5x monthly and reducing the risk of holding excessive amounts of cash.


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Currency Exchange International

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