effectively is critical to achieve digital transformation in banking. An integrated approach to managing customer information, enhanced through AI and process automation, delivers relevant data to sales and service teams when and where they need it.
Customer Information Management for Banking integrates CRM systems and enterprise content management to connect all customer touchpoints and deliver a 360-degree customer view. An added layer of banking automation and generative AI content management gives employees more time to focus on next-level customer service.
Help bank employees access relevant customer information quickly and easily so they can focus on delivering superior customer service experiences.
Boost banking customer onboarding and service requests with instant access to customer information across all touchpoints, straight from your CRM or case management apps.
Spend less time searching for relevant customer information—using banking automation and generative AI content management leaves more time for delivering value-add consultative services that increase wallet share.
Gain the visibility and insights needed to identify cross-sell and upsell opportunities that boost customer lifetime value and increase wallet share.
Meet current and evolving regulatory guidelines with confidence, instantly locate the right information and comply with privacy regulations such as GDPR.
Employees need full visibility into customer data to provide efficient service and spot upsell and cross-sell opportunities. Data silos and disconnected systems limit what they can see. Integrate data sources for a more complete customer view.
Bank employees must perform data entry and other repetitive tasks. These processes waste time that could be spent on customer-focused work and consultative engagements. Digitize processes through cloud-based content management and banking automation.
Sales, marketing and operations teams are all part of the customer experience. Without centrally managed customer data, customers can receive mixed messages and delayed resolutions that impact SLAs. Align teams with a single, real-time customer view.
Content needs to be governed and delivered to users from within the CRM. This requires a “single source of truth.” Enabling employees with the right information and tools drives productivity and ensures timely and delightful customer experiences.
Employees across the bank need easy 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.
To resolve issues, employees must often search various systems for information. This delays resolutions and frustrates customers. An intelligent assistant using generative AI content management can quickly sift through content to extract key insights.
See how customers are succeeding with digital banking solutions for customer information management.
See more success storiesExplore the component options for a private cloud customer information management solution.
Explore the component options for a public cloud customer information management solution.
Add AI-powered analytics to enhance your customer information management solution.
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