Financial Services Institutions, bruised by economic crises and bad publicity, are faced with the challenge of rebuilding customer confidence. Confronted by the increasingly rigorous demands of compliance, the need to cut costs on the High Street and the pressure to support new communication channels, institutions are redefining their approach to service in an effort to counteract the effects of a less loyal customer base. Banks, insurance companies, investment providers and other financial service companies are striving to provide exceptional customer service across multiple channels of engagement rather than depend on historical channels – such as branch personnel – in isolation.
numero helps Financial Service Institutions to engage with their customers in an informed and personal way irrespective of the channel of communication. We understand the challenges facing a market sector that is adjusting rapidly to new ways of doing business whilst making certain that customer engagement is transparent, efficient and open to scrutiny. numero360 for financial services allows institutions to keep pace with regulatory compliance by ensuring that all customer touch points adhere to common standards. Sophisticated workflows enforce corporate governance allowing institutions to demonstrate to regulatory bodies and customers alike that they maintain the highest possible standards. Whether handling complaints or selling financial services, numero360 makes sure the correct processes are followed and documented.
numero360 transforms traditional financial services operations into omni-channel operations, creating vast potential and opportunity for providers of all size and specialism. Designed from the ground-up as a specialist platform, numero360 underpins the provision of consistent, engaging and informed experiences at every customer touchpoint – whether in-branch, online, via contact centres or on the move. With numero360 in place, Financial Services institutions have a single customer view spanning all channels of engagement – with insight on product history, financial needs, marketing preferences, contact details and much more. The view of customer builds overtime with the addition of social media and customer interaction to enable the complete understanding of customer relationships.
With numero, Financial Service Institutions can embrace the complete omni-channel opportunity and provide services across multiple channels. Armed with a deeper understanding of customers and their financial needs, providers are perfectly placed to deliver personalised experiences that make customers feel recognised and valued. These exceptional experiences provide the foundation for improved customer loyalty, brand advocacy and overall success in the new financial world.
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