Finance and Accounting

Tie Your CX Practices to
Revenue, Renewals and Retention

Fuel Growth

Identify cross-sell and upsell opportunities, buyer readiness and improve user productivity.

Reduce Churn

Accurately pinpoint customers who view you as transactional and are poised for churn.

Lower Cost to Serve

Gain clarity into customer data leading to faster decisions and quicker time to market.


Fuel future innovation by looking at how customers use your products and services.

We deliver proven results

At Encompass-CX, we’re making it easier for the accounting and finance industries to gain clarity into all aspects of their account, product, and service teams by offering a scalable software application that collects and measures customer data and delivers real-time visibility into renewals, revenue and retention.

80% of Customers Identified Awareness Gaps

65% of Companies Successfully Upsell & Cross-Sell to their Existing Customers

89% of Business are Soon Expected to Compete on Customer Experience

Higher Profit Margins

Our customers see 2x higher profit margins after implementing a customer experience tool.

Greater Retention

Retention rates grow 4x when at-risk customers are identified and issues resolved before they churn.

Increased Share of Wallet

Our customer’s report more growth opportunities and a 3.5x greater share of wallet.

Less Work

Businesses spend 40% less time reacting and course correcting issues within their customer base.

How Encompass-CX Works

customer experience climate summary

Measure Engagement with Accuracy

Thanks to years of servicing the financial services and accounting industries, coupled with decades of field research, we collect, measure and examine all facets of the customer journey with detailed accuracy.

customer experience climate summary

Drive Awareness of Issues Impacting Growth

Identify the impact your organization’s strategies, initiatives, and processes have on clients by pinpointing the experiences affecting their perception of you at a granular level.

Customer Experience Profit Tier

Ignite Your Voice of the Customer (VoC) Programs

Visibility to open-ended feedback allows you to identify trends, and clients positioned for referral, case studies, testimonials and more.

Check Out Our Customer Case Studies