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.
Prospecting meeting schedule optimization
Automate the scheduling and routing of prospect meetings or new financial product demos.
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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.
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.
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).
Contracting | Know Your Customer & Compliance
Prevent insurance fraud by verifying the identity of your customers using e-KYC tools and solutions.
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.
Quoting & Contracting Chatbots
Deliver a frictionless quoting and contracting experience with a chatbot that guides the customer from quoting to contracting.
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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.
Contracting | Know Your Customer & Compliance
Prevent fraud by verifying the identity of your customers using e-KYC tools and solutions.
Partners
GET IN TOUCH
Partner with Infosistema to leverage our years of experience helping the financial ecosystem players with their digital transformation and innovation initiatives.
