Banking & Financial Services
Banks & Financial Services companies have, since long, leveraged digital technology for contact center optimization and customer support. However with the advances in digital experience management, Banks & Financial service institutions can now leverage the AI/ ML/ Analytics & Customer360 led Product Affinity & Purchase Propensity Recommendations to prioritize leads, and personalize the engagement for faster conversions & higher CLTV. Not to forget the cost savings that they can get through digital self service application and sales/ marketing automation led efficiencies
Agent/ Sales Operations
Transformation
We help you ensure that your sales teams, customer support teams and your agents are rightly trained and equipped with product knowhow and “persona to product alignment” so that they are efficient at customer engagement and acquisition. We further ensure that they are empowered with right insights (Customer persona, Product Affinity, Purchase propensity, etc.) by leveraging AI/ ML/ Customer Analytics
Account Based Marketing
Account-based marketing (ABM), also known as key account marketing, is a strategic approach to business marketing based on account awareness in which an organization considers and communicates with individual prospect or customer accounts as markets of one. It takes Customer Centricity, “Outside-In Insight” based problem solving, Integrated & highly collaborative Sales & Marketing Operations, and Customer360 led Structured, customized & personalized campaign management to drive account success.
Customer 360 Implementation
We can help you drive Customer360 led Digital Experience Transformation by leveraging the digital experience platforms (CRM, CMS, Ecommerce, Marketing Automation) and Digital Technologies (AI/ ML/ Analytics/ BI/ RPA) to scale up your acquisitions, retentions, Up/ Cross Sells, Referrals and also reduce your sales cycle times and operational costs.
Retention & Loyalty
Management
Customer360 implementation is critical for retention & loyalty management in Banking & Financial services sectors. It takes a consolidated and collaborative effort from Sales, Marketing, In-Store & Customer Support teams to engage with the loyal customers in a personalized manner thereby driving better experience. Leveraging digital platforms & technologies is a must for the same.