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Submission: On August 11 via manual from SG — Scanned from SG
Submission: On August 11 via manual from SG — Scanned from SG
Form analysis 1 forms found in the DOM
Name: ImprovedCustomerandEmployeeExperience — POST /en/solutions/Customer+Lifecycle+Information+Management+for+Financial+Services.page.page?submit=true&componentID=1665642980601
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<div><input id="contact-submit" class="btn btn-primary" type="submit" value="Download now"></div>
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Solutions
TOTAL EXPERIENCE FOR FINANCIAL SERVICES
DRIVE CUSTOMER AND EMPLOYEE SATISFACTION, BRAND LOYALTY AND REVENUE GROWTH
Get insights from Jim Marous
ON THIS PAGE :
On this page
* Overview
* Benefits
* Business impacts
* Customer stories
* Components
* Resources
OVERVIEW
Learn about the power of the challenger mindset from The Financial Brand's Jim
Marous
Banking and insurance customers expect trusted, relevant and personal
experiences. To stay competitive, Financial Service Institutions (FSIs) must
deliver total experiences, providing consistent, seamless interactions for
customers and employees across all touchpoints. Yet, with information stored
across various systems, FSIs have limited visibility into the complete customer
lifecycle, resulting in fragmented interactions, errors and service delays.
Total Experience for Financial Services consolidates information into a single
customer view to elevate engagement and service across all delivery channels.
KEY BENEFITS
Provide all employees enterprise-wide with a single view of the customer and the
information to efficiently and intelligently deliver a seamless customer
experience.
* GAIN CUSTOMERS FOR LIFE
Build lasting relationships by providing exceptional experiences and targeted
communications across all channels.
* EMPOWER EMPLOYEES TO DELIVER FOR CUSTOMERS
Deliver better customer experiences by providing employees with the necessary
information to make smarter decisions and enhance collaboration.
* IMPROVE THE CUSTOMER JOURNEY
Enhance customer journeys with AI-driven intelligence, real-time analytics
and personalized interactions through intelligent self-service.
* MANAGE RISK AND COMPLIANCE
Support compliance and governance while keeping data live and accessible for
daily operations.
BUSINESS IMPACTS
* CUSTOMER INSIGHTS
Employees need full visibility into customer history, preferences and
behavior to provide efficient service and spot upsell opportunities. Data
silos and disparate systems limit what they can see. Integrate data sources
for a complete customer view.
* CUSTOMER FOCUS
Employees must perform data entry and other repetitive tasks. These manual
processes use up time that could be spent on high-value, customer-focused
work. Automate and digitize paper-based processes.
* COORDINATION AND COLLABORATION
Sales, marketing and operations teams are all part of the customer
experience. Without a central way to manage customer data, customers can
receive mixed messages. Bring everyone into alignment with a single,
real-time customer view.
* SECURITY AND COMPLIANCE
People across the enterprise need access to customer and client information.
However, not all information is relevant to all tasks and exposing sensitive
data creates compliance risks. Use role-based permissions to enforce global
privacy policies.
* EMPLOYEE PRODUCTIVITY
To resolve customer issues, employees often have to search for information
stored across various systems and business lines. This delays resolutions and
frustrates customers. Consolidate data to increase efficiency and customer
satisfaction.
* GAIN A COMPETITIVE ADVANTAGE
Customer experience is a top priority for businesses. Delivering superior
customer experiences requires personalized messaging. Delight your customers
across their journey with rich and relevant experiences for all channels.
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LEADERS TRUST OPENTEXT
See how customers are succeeding with Total Experience for Financial Services.
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MSIG ASIA ENHANCES CUSTOMER EXPERIENCE WITH DIGITAL EVOLUTION
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EFFECTIVE CUSTOMER INFORMATION MANAGEMENT BUILDS BETTER DIGITAL EXPERIENCES
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TOTAL EXPERIENCE FOR FINANCIAL SERVICES
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THE POWER OF THE CHALLENGER MINDSET
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BUILDING A STRONG CUSTOMER EXPERIENCE
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DATA AND ANALYTICS: THE FOUNDATION OF DIGITAL TRANSFORMATION
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READ BANKING TRANSFORMED: USING DATA AND INSIGHTS TO DELIVER IMPROVED CUSTOMER
AND EMPLOYEE EXPERIENCES WRITTEN BY JIM MAROUS.
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