Solution: Ecosystem Connectors • Connect partners, providers, teams. • Real-time data sharing in one place. • Syncs with banking systems: Fiserv, FIS, Salesforce, Microsoft Dynamics and more. • Pre-built, plug and play. • No rigid data formats or complicated implementation. • Strong service governance minimizes third-party risk.
Slow onboarding or customer churn
AI-powered insights and Journey Builder • Build and adjust journeys without code. Remove friction in real time. • Agility without tech burden. • Include partner journey steps. • Share journey timeline to keep customers updated at all times. • Own your branded experience. • Improve journey success with AI insights. Solution:
Growing support costs and volume
Solution: Ecosystem, Journeys and More CXM Tools • CX tools to help customers faster • Empower teams and minimize effort. • AI Assist, Summarizations, and Knowledge Delivery by prompt. • AI insights you can’t find anywhere else.
Improved business performance for advisors and clients. • New account opening • Client onboarding • Portfolio servicing requests
Corporate Investment Banking
Focus on deal execution lifecycle. • Deal screening • Due diligence & deal execution • Post-deal integration
Claims Processing
Improved business process and performance. • Optimized claim processing • Emergency claim resolution • Intelligent workflows
Customer Service
Enable employees to deliver knowledge and personalized information to customers • New customer onboarding • Policy/terms and conditions amendments • Employee enablement
Third-Party Engagement
Streamline operations through shared visibility. • Shared view of the customer • Ecosystem collaboration • Report & investigate claims