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Retail Banking CVM

Automate omni-channel customer engagement, drive digital adoption and enable contextual cross-sell from one single system to deliver personalised banking experiences and maximise customer value.

Enable 1-1 banking at scale to meet customer expectations on the go

Understand customers’ demographics and spending patterns as well as their financial needs to enable precise segmentation. Guide customer interactions on self-care channels and extend personalised financial products fitting customers’ needs and context to improve customer satisfaction. Gain actionable customer intelligence and recommendation of pre-approved offers for each customer to maximise cross-sell opportunities.

Drive digital adoption, self-care and engagement

Plan and execute specific campaigns and onboarding journeys to increase adoption of digital channels for banking transactions and new service requests. Empower self-care interfaces with powerful insights to have value-added conversations with customers.

Respond to market dynamics quickly with
new products and campaigns

Make use of configurable UI and built in templates and best practices to design
and execute omni-channel marketing campaigns with ease. React to customers’ financial needs in real-time with specific event-triggered offers and marketing actions. Launch promotional campaigns for new products and offers quickly
across channels to gain competitive advantage.

Key Capabilities

Marketing Canvas

Easy-to-use graphical user interface to
automate inbound & outbound
campaigns and customers’ financial journeys

Customer Journey Analysis

Out of the box templates for deep-dive
segment analysis and customer journey

Micro Segmentation

Heuristic and analytical segmentation
capabilities to identify and reach the right
target audience

Real-time Engagement

Real-time triggers generated through
in-stream analytics to identify appropriate
engagement scenarios across the
customer journey

Dynamic APIs

Configurable APIs compliant with
Industry standards to integrate
third party Offer Catalogues, CRM
and back end systems

360 Customer Behaviour

A single view of customer’s demographics,
account usage and financial transaction patterns

Purpose-built CVM Templates

A set of templates
specifically designed for marketers to plan,
design and execute CVM programs

Performance Dashboards

Real-time dashboards to give an aggregated view of inbound and outbound marketing program performance across touchpoints


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