CX INSIDER / EPISODE 84 / Banking

Diversity, Inclusion and Brand Transparency in Banking

Featuring Donata Peksa · HSBC · CX Insider Podcast

HSBC brand experience leader Donata Peksa discusses global representation, authenticity and why inclusion and transparency must show up in customer and employee experiences.

IN 30 SECONDS

The episode at a glance

  • Inclusion needs to be reflected in actual experiences, not only external communications.
  • Global brands must balance common principles with local customer realities.
  • Transparency can build credibility when organisations discuss complex issues with care.
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THE DEEP DIVE

Key insights from Donata Peksa

Inclusion is an experience standard

A bank serves customers with different needs, backgrounds and levels of confidence. Inclusive CX considers accessibility, language, channel choice and the ability to obtain support without unnecessary barriers. Internal commitments matter most when customers encounter the results.

Global consistency cannot mean uniformity

Large organisations need shared values and brand standards, but a journey that makes sense in one market may be less effective elsewhere. Local feedback and frontline insight help translate an international promise into relevant service.

Transparency includes difficult conversations

The episode touches on major themes including diversity, climate change and economic uncertainty. Transparent brands do not need to claim that every challenge is solved. They need clarity about priorities, progress and the limits of what they can responsibly promise.

Connect employer and customer experience

Employees are the people who deliver inclusion in day-to-day interactions. Give teams clear guidance, mechanisms to surface barriers and authority to help customers whose needs do not fit an idealised process.

PRACTICAL TAKEAWAY

How to apply this thinking

Review a key journey with accessibility and inclusion in mind, involving both customers and frontline colleagues before prioritising improvements.

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Related Banking case study

Read ACF’s case study on consistent omnichannel booking at a global bank.

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