The world of financial services faces greater pressures than ever before with heightened regulatory pressures, increasing customer expectations and global competition. At numero, our far-reaching experience in the sector has been gained with leaders in many financial fields including savings, investments, life, pensions and banking. As a result, we appreciate the many challenges of meeting stringent compliance standards (such as those from the FSA) while keeping pace with changing consumer and business needs. With our help, financial services organisations can innovative, work more efficiently and achieve competitive advantage.
| numero know-how |
Typical use in financial services |
| Native support for any channel of communication |
- Secure and compliant multi-channel customer interaction
- Capitalise on additional and emerging channels to market including social media and mobile apps
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| Automatic interpretation of message content and meaning |
- Fast and efficient response to customer requests for support including change of address and statement requests
- Improve customer response times by automatically directing customers to relevant channels, teams and agents
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| 360 degree view of customers |
- Promotion of personalised offers and promotions
- Improved customer insight and segmentation
- Creation of comprehensive customer records with single agent desktop
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| Intelligently push contextual information to customers and employees |
- Timely and efficient notification of relevant products and services
- Fast, efficient and auditable communication of regulatory notifications
- Dynamic FAQs to improve customer service and self service
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| Business process workflow and automation |
- Extending opening hours and improving customer SLAs
- Multi-brand support across multi-channels with seamless identification of required brand action and presentation
- Elimination of duplication and inefficient processes that improve customer journeys and improve efficiency
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| Performance monitoring and reporting |
- Introduction of better measures to performance such as customer satisfaction, first time resolution and P&L performance to replace dated measures such as call handling times
- Improved management information including root cause analysis for process improvement
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| Secure, enterprise-class system |
- Elimination of non-compliant, insecure systems while providing greater flexibility and accessibility for customers
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We give financial services organisations the power to handle all this through multiple communication channels, broadening their reach way beyond traditional phone and paper-based methods. In doing so, organisations are able to capitalise on new opportunities created by the web, mobile mesaging, email, automated telephony (such as IVR) and social media.
Our knowledge and expertise in financial services is packed in a pre-configured solution based on existing implementations in the field. This solution is pre-configured for standard transactions, ready for out-of-the-box use, to enable rapid implementation and results.
