Financial Services

Meet Jenny
She is a loan officer who wants to create customers for life so the bank will get more wallet share. To do this, she needs to be able to proactively tailor products and services that better meet her customers’ needs, qualifications, and budgets.

Jenny needs visibility into her customers’ lifecycle and journey
To better manage her customer relationships, she must know them better and anticipate their needs — whether they are connecting online, on a mobile phone, or in person. But she has mountains of paper data and disparate systems, so there is no easy for fast way to access it.

Modernization is the key
Digital transformation lets Jenny harness the power of her data. She is now empowered to provide a personalized customer journey designed to exceed their expectations, improve experiences across all touchpoints, and attract new customers — while keeping the ones she has.

Meet Frank
He’s a chief security officer kept awake at night thinking about his data. He is under immense pressure to protect customer privacy, defend company IP, and adhere to industry regulations despite the speed at which the security threats and technology landscape changes.

Frank wants to sleep better at night
But without a modern infrastructure he can’t stay a step ahead — and the company remains vulnerable. Frank needs to harness the power of digital transformation technology to proactively defend against the pervasive data threats and potential breaches.

Strengthen the cybersecurity environment
Cybersecurity strengthens the company’s infrastructure to better defend against external attacks and prevent breaches. Frank is now armed with the tools to monitor suspicious activity, stay alert and ahead of the curve, and rest a little easier at night.

Meet Dana
She’s a risk manager charged with preventing financial crime and meeting stringent AML compliance processes. With threats escalating and the volume of data she has to analyze growing, she’s afraid of missing signals, losing business, and facing huge penalties.

Dana wants to be more efficient and accurate
But she struggles to do her job with the technology she has, without affecting customer service. Digitizing the risk process will help Dana breathe a little easier while still meeting her demanding risk management, strict regulatory, and customer service initiatives.

Game-changing technology
Digital solutions improve the quality of Dana’s risk decisions and help her comply without a negative customer experience. And, smart technology gives her visibility and control to more quickly and accurately anticipate, detect, track, and prevent criminal activities.

Meet Sascha
He’s a branch manager who wants to drive his team to greatness. But the credit union’s old systems and manual processes are costly and slowing them down.

Sascha wants to empower his employees to provide more value to members
He needs to ditch his legacy systems and implement one solution for connecting and collaborating with his employees. This is the best way to arm them with the knowledge needed to understand members better, work smarter and faster, and remain competitive.

Modernization drives success
Not having to spend time hunting for information makes Sascha’s employees more responsive and leads to more tailored member engagements. Sascha’s job is easier as well, freeing him to focus on helping them better serve members and increasing wallet share.