Financial Services

Financial services customer engagement software for building lasting relationships

Co-create with your customers to develop financial products and services that resonate with target segments.

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Get closer to your customers with financial services customer engagement software

It’s no surprise that positive customer experiences influence 75% of customer decisions in banking. Sadly, 59% of all consumers feel companies have lost touch with the human element of customer experience. Source: Future of CX Report, PwC, 2018

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Why financial services providers choose Platform One

Innovate & co-create
Innovate & co-create

Adopt a customer-centric approach to innovation by co-creating with your customers

Improve customer experience
Improve customer experience

Improve customer satisfaction & loyalty and diagnose & manage pain points.

Integrate data for 360 view
Integrate data for 360 view

Get a more complete view of what is going on in your business (& outside it) by connecting multiple data sources to give a single view… customer, market, employee, operational & financial data

Enhance partner relationships
Enhance partner relationships

Create enduring relationships with partners using a systematized approach for two way feedback.

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Are you ready to get closer to your customers?

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75%

It’s no surprise that positive customer experiences influence 75% of customer decisions in banking

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59%

59% of all consumers feel companies have lost touch with the human element of customer experience. Now that’s sad.

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Source: Future of CX Report, PwC, 2018
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Contact us today for a consultation and demonstration.

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