Customer Attraction & Onboarding

Overview

Customers research before buying financial products. They use search engines, online reviews, subject-matter expert websites, and other third-party sources to scan the market and understand the different options available. This is the Zero Moment of Truth for Financial Institutions (ZMOT), the first opportunity they have to engage with customers and lead them to further investigate products and how they may fit their needs. If financial institutions understand how consumers conduct this early research, they can increase sales conversion, by appearing at the top of search query results in search engines and then having those results point to the right digital content, within their own websites and portals, creating a buying experience that ultimately will lead to new customer acquisitions. After research, customers (or distribution agents on their behalf) land on financial institutions’ websites and portals or physical branches to get quotes and make a buying decision that fits their needs and criteria. As happens in other industries, customers expect a multi-channel, frictionless digital experience from quoting to contracting to onboarding. Hence, financial institutions must prioritize building and delivering multiple digital interfaces (Desktop/Web, Mobile, Chatbot) that consistently and coherently support the customer journey. From an internal IT architecture perspective, ensuring that the interfaces and tools that support customer journeys are well orchestrated and tightly integrated with financial core systems is a critical success factor for financial institutions.

Solutions

Yext AI Search

Boost digital visibility and prominence of branches, agents, and brokers, position new products and services, and reach additional customer segments, with an AI search experience (Google-like) in any owned (website, portal, chat) or third-party search channel (Google, Bing, Alexa, Siri), leveraging information from multiple internal systems to enable real answers to customer questions.

  • Artificial Intelligence
  • Natural Language
  • Knowledge Graph
Prospecting meeting schedule optimization

Automate the scheduling and routing of prospect meetings or new financial product demos.

  • Meeting routing
  • Meeting Scheduling
  • Automation
Sales lead prioritization

Prioritize your business leads by knowing beforehand what financial products and solutions a prospective company might need, comparing them with financial product portfolios from similar companies.

  • Artificial Intelligence
  • Sales prioritization
  • Automation
Online Quoting > Contracting > Onboarding

Deliver frictionless user experiences that guide customers through quoting, contracting, and onboarding processes, using multiple channels like web portals, mobile apps, and chatbots.

  • Portals
  • Mobile
  • Chatbot
  • Low-code
  • API
  • Web services
Originations Workflows (Portals & Apps)

Create a streamlined, omnichannel digital account opening experience for your customers and an efficient, compliant, and low-risk origination process with a loan origination solution (LOS).

  • Artificial Intelligence
  • Automation
  • Low-code
Contracting | Know Your Customer & Compliance

Prevent insurance fraud by verifying the identity of your customers using e-KYC tools and solutions.

  • Portal
  • Mobile
  • Chatbot
  • Low-code
  • API
  • Web services
Decision-Based Growth, Profitability and Satisfaction

The use of analytic models for a wide range of strategic business and decisioning operations has been common in the financial industry. Nowadays, with the need to meet customer demand and expectations, data-driven financial institutions need even more accurate customer decisions faster than ever before. From offer optimization to pre-screening activities to price optimization, financial institutions look for profitability and customer satisfaction maximization without increasing risk.

  • Artificial Intelligence
  • Decision Management
  • Analytics
Quoting & Contracting Chatbots

Deliver a frictionless quoting and contracting experience with a chatbot that guides the customer from quoting to contracting.

  • Chatbot
  • Automation
  • Natural Language
  • Artificial Intelligence
Contracting & Onboarding | Document Extraction | Data Capture

Automate the handling of the essential documents used in quoting, contracting, and onboarding by automatically classify, extract relevant data, and integrate that data with workflows and core systems.

  • Artificial Intelligence
  • Automation
  • Low-code
Contracting | Know Your Customer & Compliance

Prevent fraud by verifying the identity of your customers using e-KYC tools and solutions.

  • e-KYC
  • Compliance
  • Automation

Partners

Yext Docdigitizer Theros Foreteller Uniksystem FICO Visor.ai Chili Piper

GET IN TOUCH

Partner with Infosistema to leverage our years of experience helping the financial ecosystem players with their digital transformation and innovation initiatives.

infosistema Inet