Customer Lifecycle Information Management for Financial Services

• 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.

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