Financial Services

Engage

Connected Experiences

Customers and employees are no longer satisfied with personalized experiences alone; they now expect every interaction to reflect their historical actions and to be connected across all of their touchpoints. Increasingly, companies that reinvent their customer experience from legacy processes, experiences and touchpoints to reflect modern customer expectations see improved retention and engagement.

To deliver enterprise-grade, connected experiences, companies must provide modern, user-centric, intelligent, full-stack engagement solutions.

Unexpected Values

Anexinet helps companies build customer experiences that resonate and create “stickiness” to positively impact their underlying business drivers. Our proven process and user-centric focus enables modern customer experiences for our clients that dramatically boost:

User-Centricity

Craft digital experiences and streamline internal processes to align with the end user journey—particularly between advisors and end users.

Efficiency

Shorten customer wait-times to improve the overall user experience in both the digital and physical environments by letting Anexinet automate your back-office processing.

Enable

Technology & Infrastructure

As significant as the shift toward cloud-based computing has been, it is just getting started. Today’s financial institutions leverage cloud-based Software-as-a-Service (SaaS) applications for business processes that might be considered non-core, such as CRM, HR, and financial accounting. But they increasingly also turn to SaaS for ‘point solutions’ on the fringes of their operations, including security analytics and verification. As more COOs and CIOs become comfortable with hosting more data in the cloud, application offerings continue to multiply to meet this need.

Our deep experience and expertise in the Financial Services sector enables us to help customers sift through all the acronyms and focus on what’s most important.

Reviewing and Updating IT Operating Models

It’s time to put legacy assumptions aside. It may seem logical to keep supporting core mainframe systems, given the potential disruption and perceived cost of upgrading. But if an existing platform can be modernized at half the cost, would the same logic still apply?

Preparing Architecture to Connect With Everything

The following are just a few of the endpoints that need to coexist and cooperate:

• Business-to-Business (B2B) connections, linking to comparable systems at partners and suppliers
• Business-to-Consumer (B2C) connections, linking to apps, wearables and mobile devices at an individual user level
• Bring-Your-Own-Device (BYOD) connections, using an enterprise mobility strategy to link to employees and contractors
• Third party ‘big data’ sources
• IoT sensors

Gaining Intelligence on Customer Needs

Gaining more customer intelligence—and enabling real-time responses to that intelligence—is a key trend affecting the financial services industry, one that will drive revenue and profitability more directly in the future. As this evolves, many attributes that drive today’s brands—from design to delivery—could become less prominent. As a result, Anexinet expects the new operating model will be Customer and Context. Financial organizations will modify and customize their customer interactions, based on the specific context of each exchange, and will offer a seamless, omni-channel experience through an ideal balance of human and machines.