Finantix – key enabler in accelerating a major international institution journey to client portal excellence

CATEGORY – PRIVATE BANKING CLIENT PORTAL

For a global financial institution, through mobile and web channels, Finantix delivers new levels of customer experience, technology consistency and ease of centralised digital team support.

CORE COMPETENCIES

Deep understanding of the client’s business context and customer experience aspirations. Proven experience of solution implementation in highly demanding environments.

CORE DELIVERABLE

A completely new global banking portal, accessible to customers, bank staff and external advisors, offering aggregated data, disposal functionalities and market-competitive levels of enhanced customer experience.

CLIENT CHALLENGES

Create and launch a new global banking digital platform, fully able to support multiple channels. Offer customers a totally renewed portal. Design-in easy extension with new functionalities. Make it possible for bank staff and external advisors to view same data as seen by customers, or aggregate data in different ways. Roll out firstly in the U.S. then in Switzerland. Make the platform single, standardised, configurable and suitable for both client locations.

CLIENT CONTEXT

Private Banking at an international financial institution committed to upgrading the experience it provides to a demanding customer base. The technology solution had to meet and exceed customers’ expectations of a global Banking portal, available on any device, 24/7, 365. It also needed to integrate seamlessly with existing systems and be easily extendable with new functionalities.

CUSTOMER EXPERIENCE

The client offers customers a state-of-the-art banking portal, working with reliable excellence in multiple countries. It delivers relevant and improved functionality, through a convenient and intuitive user interface, and with predictably high quality across mobile and web applications. Specific customer benefits include aggregated data from different systems, easy and secure self-service across accounts, together with portfolio information and analytics. Nothing less than a consistent, secure, available and rewarding digital experience would be acceptable. This has been delivered.

CLIENT CHOICE OF Finantix – KEY CRITERIA

The Finantix solution addressed many of the functional, data security, information sharing and customer experience and technology related limitations of the existing system. It enabled the Bank to achieve many of its core business goals. These included generating new, and retaining existing, business by offering customers an engaging online capability that positively differentiated the bank from its competitors.

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