

Talk is Money: The CX Playbook for Fintech Leaders
Fintech is evolving fast, but technology alone is no longer enough to stand out. Customers now expect instant support, seamless onboarding, secure authentication, and consistent engagement across channels. This ebook explores how communication has become one of the most important levers for growth, trust, and retention in modern financial services.
What you’ll learn
Why this matters
The ebook highlights a major shift in financial services: customers now prefer digital-first experiences, but still expect communication to feel fast, secure, and human. It shows how fintech providers can meet those expectations while improving operational efficiency, defending against fraud, and building stronger long-term customer relationships.
Real-world example
One example featured in the ebook is Coda Payments, which used 8×8’s SMS API to deliver OTP codes and vouchers to millions of users daily across 30 countries. This helped reduce fraud, cut support tickets, and support faster expansion into new markets.

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