Customer Information Management for Banking

• Faster issue resolution

  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.

• Reduced manual tasks

  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.

• Seamless cross-departmental collaboration

  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.

• Consistent application processes

  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.

• Secure and compliant customer data

  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.

• Increased productivity

  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.

Read the overview