Financial services
Leverage the power of artificial intelligence to orchestrate great experiences for your customers, members and clients
Leverage the power of artificial intelligence to orchestrate great experiences for your customers, members and clients
Provide seamless connectivity across all channels, allowing clients to access their banking information anywhere, anytime. Automate more of your rote tasks, allowing the same number of human agents to get more done.
When someone needs access to their financial information, they don’t want to have to work hard to get there. With Genesys, you can provide a simple experience across all channels, meaning that whether it’s your app, a phone call or a social post, customers can get what they need fast.
Limiting the number of simple, repetitive tasks human agents have to deal with allows them to focus on bigger-picture problems. Genesys Cloud AI allows you to automate those repeatable tasks, meaning a person doesn’t always have to step in — making self-service easier in the process, and improving the customer experience.
You’re trying to get more done with less, but without losing the ability to keep your clients, customers and members happy — not to mention employees. The Genesys Cloud™ platform provides a great experience for all, meaning better CSAT and ESAT scores as you provide customers and employees alike with the tools they need.
Deliver seamless experiences for customers across the channels they want to use. Provide your employees with the framework to get the job done more easily.
There are more options than ever for a customer to interact with your bank, credit union or other financial institution. And every customer has different preferences on how they want to be contacted — and how they prefer to contact you.
Genesys Cloud provides a channel-less approach that means that no matter where you’re interacting with your customers, the experience is smooth and pleasant for customer and agent alike. Provide a seamless experience across all available channels, whether it’s voice and digital, a virtual agent or a human, or even separate branches within your own business ecosystem.
Provide a seamless, smooth experience, every single time, with experience orchestration. From the first interaction to the last, you can be in control of how customers experience your business. Map out customer journeys to discover the bottlenecks and pain points that exist today, and use data analysis and AI to help solve those issues.
With the AI embedded in Genesys Cloud, artificial intelligence becomes easy to use for your financial institution. It’s built into every part of the platform, and since it’s native that means your IT department doesn’t have to be AI experts for you to get the most of what it has to offer.
Genesys Cloud is built on an open architecture that provides agility, scalability and innovation no matter how sophisticated your tech stack needs to be. A native API-first, open cloud platform means you can take advantage of the benefits of rapid updates and hundreds of integrations through the AppFoundry® Marketplace.
While Genesys Cloud is typically licensed and invoiced on a Named or Concurrent counting model, we also offer a pair of consumption-based, hourly pricing offerings. With the Hourly Interacting model, users are counted for the time they spend on interactions. With the Hourly Logged In model, users are counted for the time they are online. Genesys also offers strictly consumption-based pricing through Tokens, meaning you pay only for the AI functionalities you actually use.
Automate task routing, build up your workforce and make communications with your members proactive rather than reactive.
The Genesys cloud platform allows you to provide a smooth, channel-less experience while making agents’ jobs easier, providing a better experience for everyone who touches your brand. See how it works with a demo, or ask our experts any questions you have.
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There are a number of features that your customer experience software can have. They’re generally divided into a few buckets: customer service, security and personalization. For example, your software should either have a customer relationship management (CRM) system built in, or it should integrate with one you’re already using. Encryption and multi-factor authentication are a must for safe banking experiences.
Most importantly it should meet two goals: build the customer relationship, and meet or exceed customer expectations.
There are many benefits to utilizing retail banking software in your business. It allows you to understand customers better on an individual basis, as you gather data and build customer profiles that show the needs and goals of particular people. It increases customer engagement by making it easier to use your financial products and services, which can also make cross-selling easier.
Primarily, though, it makes the banking process much easier for your customers or members, which improves the customer experience. Happy customers stick around, and retail banking software makes customers happier.
Customization is important on both the client side and the business side. The ability to meet customer demands by using the platform is critical — otherwise the experience degrades. Customers need to be able to do what they want to do on practically any channel, meaning customization and personalization are key.
Every financial institution shares certain traits, but they’re all also unique. That makes the ability to customize and adapt a solution to meet those unique needs critical. A one-size-fits-all approach may meet bare minimum needs, but it’s unlikely to provide an optimized solution.
