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FINANCIAL SERVICES

The financial meltdown a few years ago complicated the financial services industry – it suppressed some sources of profitability and, to add to the challenge, led to fraud threats followed by additional regulations. To remain profitable, financial services firms must be truly customer centric and apt in identifying incremental sales opportunities, get assets on-board more rapidly, and comply with new regulations without suffocating internal processes. Smart information technology solutions are here to help.

Online

Having business process optimization in mind, the online tools such as eCare, eLoyalty and eMarketing, enable financial companies to concentrate their activities and resources on revenue generation processes, while considerably decreasing operational costs.

The main advantages of using these tools are the decreasing of the expenses and workload of Sales Support Department or Marketing (marketing, direct sales, customer service, call center) and providing an online communication channel with customers related to any information they might need.

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Online Customer Self-Service Portal

MultiChannel Customer Communication

Mobility

As more customers prefer to handle their eCare Accounts on their mobile devices, it is imperative for financial services companies to have an online presence optimized for mobile, in order to ease their customers’ access to information and thus to decrease expenses and workload of Sales Support Department or Marketing and Communication staff.

The mobile solutions also improve the efficiency of sales agents by providing them with modern tools that work on their tablets or mobile phones.

Mobile Sales Force Automation

Mobile Document Management

Mobile BI

Mobile Customer Self-Service Portal

CRM

Builds stronger customer evaluation through a 360° view of their profile, with their financial behavior and long term needs and offers valuable insights to generate quality leads, act on customer requirements, maximize cross-selling opportunities and thus increase wallet share and customer lifecycle value. Furthermore, service complaints provide information and answer investment needs.

Sales Activity Monitoring Portal

CRM

Call Center

Collection

BPM

Can process with high accuracy a tremendous transaction load across multiple channels, while ensuring the needed flexibility to competitive environments and tight regulations.

BPM can provide rock-solid tools to handle complex and highly consequential operating processes regarding Claims, Customer service, New Business, Knowledge Worker Case Management, Exception Claim Handling, Investigations.

Collaboration

Provides highly secure systems for exchanging business-critical date across company layers, but also with clients and partners. Communication and collaboration platforms help financial services companies improve team collaboration, reduce operating costs, comply with regulations, while fitting seamlessly into existing user workflows.

Business Intelligence

Provides actionable data to financial services companies that want to gain visibility into their operations and make sense of vast amount of data from a diverse customer base, extensive branch networks, an array of financial advisors and investors.

Aided by BI software companies can analyze profit and loss, with regards to product sales analysis, campaign management, market segment analysis, fraud profiling, and risk analysis. These insights help maximizing customer value on the long term and improving customer acquisition and retention. Additionally, improved operational efficiency coupled with superior risk management and fraud prevention leads to higher profits.

Data Warehouse

BI Portal

Our clients in Financial Services


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Get in touch with a Softelligence Representative expertise in Cloud for Financial Services projects.

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