Technology is instrumental in achieving this transformation and providing services that deliver convenience and simplify daily banking activities. Moreover, capturing behavioural insights will enable banks to create seamless and user-friendly digital services customised to their clients’ needs. Managing CRM and on-boarding processes can be extremely time-consuming, and often results in prospects and clients moving to a competitor if not performed efficiently. Client engagement is not limited to the bank’s clients; it is also important for all stakeholders and third parties interacting with the bank.

Agility & scalability
Eliminate complexity with a scalable and integrated solution and streamlined processes for increased operational efficiency, so that you can focus on your client.

Personalised digital services
Consolidate and analyse data to respond to client-specific needs, increasing customer acquisition and loyalty thanks to a quicker, smoother experience regardless of the channel used.

Data integration & a single data source
Easily segment clients thanks to the CRM application: customer data can be integrated throughout the entire customer lifecycle, covering front-to-back-office activities and ensuring data continuity and integrity.

Omni-channel
Quick and easy access to accounts and data on the client’s preferred device.

Leaving legacy behind
Streamline and automate processes to significantly improve operational efficiency. Replace high-maintenance hardware with the flexibility of running your services from the cloud, setting the pace for next-gen banking.

Open ecosystem
The extensive set of functionalities offered by APIs will allow banks and financial institutions to widen their service offerings and attract new customer segments.

Compliance risks
Automatically embed regulatory constraints into workflows, making sure the activities performed are fully compliant with all major regulatory and legislative initiatives, including FATCA and CRS.