Financial Services
Transactions and customer interactions are increasingly moving over to the Internet and mobile. This presents a new opportunity to affect a positive impact on customer perceptions and loyalty, brand promotion as well as providing newer ways for the customer to obtain information on products and services.
A unique customer experience can be the differentiation in a rapidly evolving financial services industry where the bouquet of services tends to be similar across all providers.
Established brands have the opportunity to leverage the brand equity by reaching out to and guiding the customer. Smaller brands need to enhance the online presence, reach and impact.
- Retail Banks
- Card Services
- Lending Firms
- Investment Banks
- Financial Institutions
- Capital Markets, Securities Trading, Brokerage Firms
Customer Goodwill & Trust Financial services can build excellent customer goodwill and trust through
- Web Applications
- eMail Communications
- Social Network Promotion
Strategies through conventional, web and mobile channels for better customer acquisition and retention, fulfilling customer experience, gaining brand loyalty
- Enhance Customer Acquisition
- Improve Retention & Loyalty
- Provide Fulfilling Customer Experience
- Customize Online Productivity Tools
- Provide Consistent Customer Interface Across Channels
- Interact & Promote Through Social Media
A single point of contact can provide diverse services
- Basic Information & Updates
- FAQs
- Portfolio of services
- Interest rates and schemes
- Stock quotations, analysis and recommendations
- Investment ready reckoners
- Investment platform for private investors
- Bill payment, account details, wish list & calendar
- Forms processes
- Product demos and overviews with examples
- Special offers
Maximize marketing effectiveness, realize higher revenues, gain competitive advantage
- Understand and engage the customer on a meaningful level
- Empower customers, agents and employees through access to appropriate information.
- Resolve issues efficiently, accurately and speedily.
- Improve productivity, reduce training time for employees.
- Obtain valuable feedback
Social Relationship Management (SRM) Social networks offer an effective solution for social media management and engagement
- Improve Issue Resolution
- Improve Customer Retention
- Improve Marketing Effectiveness
- Deliver Superior Experiences
- Identify Trends & Opportunities
- Empower Employees
Domain Specific Services for the Financial Services Sector
- Workflow management
- Documentation & Enterprise Content Management
- Asset Management
- Business Process Transformation
- Rationalization of Product Portfolio
- Operations Study & Modernization
- Regulations Compliance
- Trade Finance, Consumer Finance
- 401(K) Wealth & Benefits Management
- Risk Management Basel -II, SOX, KYC/ AML, Delinquency Management
- Customer Relations Management
- Product Promotion & Support
- Portfolio Management






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