From buying a house to starting a family to retiring, every customer’s life is dotted with major “moments that matter” tied to financial services. By leveraging technology to identify and proactively deliver offers that align, you master the ability to speak directly to your customers’ most urgent needs.
Download this ebook to find out how to:
- Proactively identify “moments that matter” for strategic engagement
- Apply 5 core benefits & enhance compliance with CX technology
- Identify if you have the right technology to respond now
The world of financial services is undergoing fundamental global changes, putting a new business focus on customer experience investment priorities.
of financial services employees agree digital technology is disrupting the industry.
of financial services employees believe their firms are adequately prepared to keep up.
of financial institutions expect to increase FinTech partnerships in the next 3-5 years.
Watch how traditional banks can compete in the modern digital world:
How can Oracle CX help financial services?
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Create Customer-Centric Banking Strategies
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Create Omnichannel Interactions: "Engaged Bank"
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Enable New Business Models: "Open Bank"
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Enable Front Office Excellence
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Execute Modern Account Based Marketing
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Increase Efficiency with Automation
Learn more about each of these benefits.
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