Customer Engagement Solutions for Financial Services · PDF fileFor more information contact...

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Rapidly deploy digital multi-channel communication solutions that improve the banking experience for your customers, increase your revenue and reduce cost-to-serve. Customer Engagement Solutions for Financial Services

Transcript of Customer Engagement Solutions for Financial Services · PDF fileFor more information contact...

Rapidly deploy digital multi-channel communication solutions that improve the banking experience for your customers, increase your revenue and reduce cost-to-serve.

Customer Engagement Solutions forFinancial Services

IMImobile Portfolio

For over a decade we’ve been working with our banking and finance clients to build the platforms and products they now use to succeed in the market.

Clients choose our digital customer engagement solution when they need to get to market fast. It’s quick and easy to lightly integrate your systems with our platform, create seamless customer communications and experiences, and to develop and deploy multi-channel solutions fast and effectively.

Of course our customers also want value for money. But more than that, they want to rapidly innovate and prototype, deploy and scale. Secure. Compliant. Robust, engaging, multi-channel solutions. And that’s what we deliver.

We deliver solutions using our own platforms and products, including IMIcloud, IMIconnect, IMIcampaign and IMIchat. We’re in total control of our technology, so we’re able to adjust roadmaps to meet your needs.

The banking and finance sector is being transformed.Digital and mobile technology and customer behaviourchanges are fuelling industry disruption. But you alreadyknow this.

Competitors are eroding your business and attracting yourcustomers. With a digital and mobile-first approach they’redelivering slick customer experiences and innovativeservices that today’s mobile-savvy customers love.

We understand it’s not easy for you. You’ve got existingsystems, processes and services to consider. Fightingback, innovating rapidly, prototyping and deploying newsolutions quickly can be a challenge — especially when it’sall shifting to multi-channel messaging and mobile.

But what can you do?

Challenge

Rapidly build better customer engagement services

For more information contact us at [email protected] Financial Services Solutions

Solutions Overview

For more information contact us at [email protected] Financial Services Solutions

Fraud Detection and Security

High-throughput services to authenticate customers, combat fraud and use the latest mobile capabilities to better protect customer accounts.

• 2 Factor Authentication (One time PIN)

• SIM Swap detection and risk classification

• Two-way Automated Interactive Payment

Fraud Alerts (customer reply to confirm

authenticity)

• Location proximity detection (e.g ATM

locator; Mobile location near ATM at

transaction time)

Collections, Recoveries and Payments

Increase collection rates and reduce the complexity of deploying collection and payment services using mobile notifications and interactive chat.

• Two-way SMS interactive chat between

collections teams and customers

• Payment reminder notifications and landing

page links to take payment

• Collections workflow creation and

management

• Mobile payments integration with mPOS,

credit card and PayPal

Customer Service and Support

Reduce cost-to-serve with customer self-service options. Use two-way interactive messaging to improve effectiveness and efficiency of call centres.

• Two-way SMS or messenger chat between

call centre teams and customers

• Mobile self-care request and fulfilment

• Customer feedback collection with surveys

• Interactive appointment scheduling, alerts

and updates

Credit and Debit Cards

Keep mobile customers informed of card activity and promote usage or closure of dormant accounts

• New card dispatch and delivery

confirmation

• Card activation reminders and activation

confirmation

• Card dormancy sweep and alert to use or

close

• Fraudulent activity alerts

Fraud Detectionand Security

Collections, Recoveries and Payments

OutboundTelesales

Marketing CampaignManagement

Customer Service and Support

Credit andDebit Cards

Account andService

Management

Compliance

For more information contact us at [email protected] Financial Services Solutions

Digital and mobile multi-channel expertise

For 14 years our focus and heritage has been mobile multi-channel communications and customer engagement solutions. We’re here to help you with know-how, services to solve your problems. We’ve worked with leading financial institutions, so we understand your technical and business sector needs.

Fast time to market

Use our cloud or on-premises options to deploy solutions quickly. Multi-channel voice and messaging channels are pre-integrated for immediate use. A low-code approach with a drag and drop Communications Workflow Builder and single API, enables fast solution creation. Our platforms easily integrate with business systems and data sources, using standard APIs or file transfer.

Pre-integrated low-latency communications

Our platforms are designed for high-throughput and low latency — essential for creating and delivering the seamless, responsive customer engagement demanded today. Our systems are pre-integrated into mobile operator and IP messenger and social gateways for low latency and high performance.

Proven, scalable and enterprise-grade

We process billions of digital touchpoints each month and our platforms are built to deliver business-critical solutions. They are regularly audited by customers and external 3rd parties to ensure they meet their exacting needs. With PCI DSS compliance for live transactions, like credit cards, you can rest-assured that they’ll meet the most stringent requirements. Our platforms have everything you need for enterprise deployment, management and monitoring.

Why work with IMImobile

Outbound Telesales

Improve outbound sales results by helping sales people to ’warm up’ customers using direct mobile messaging before calling.

• Two-way SMS chat direct to mobile

customers

• Schedule convenient outbound call times

Marketing Campaign Management

Reach and engage customers at every point in the customer lifecycle. Simplify creation, deployment, management and monitoring of multi-channel campaigns.

• Multi-channel campaign management

• Customer engagement throughout the

lifecycle: promote service uptake, self-

service, usage, up-sell and cross-sell

• Trigger notifications and workflows

during business processes

Account and Service Management

Mobile multi-channel alerts to keep customers updated and notified of account or service status and progress.

• Account or service on-boarding, opening,

dormancy or closure

• Changes to account limits, policies or

service details

• Operational and system notifications and

updates

• Large or unusual transaction alerts

• Proactive overdraft or cross-sell offers

• Balance request by mobile message e.g.

SMS

• Rates and terms changesCompliance

Ensure compliance and customer agreement to policies, terms and direct communications.

• Two-way Secure Chat for direct customer

communications to your mobile apps

• Securely send rich mobile attachments

e.g. PDF policies with delivery

confirmation and read receipts

• Interactive two-way mobile requests

for customer Opt-in/Opt-out of

communications and services

• Centralised logging and time-

stamping of all multi-channel customer

communications

Get in touchFor more information email us at [email protected]

www.imimobile.com

Copyright © 2015 IMImobile. All Rights Reserved. Reproduction or distribution other than for intended purposes is prohibited, without the prior written consent of IMImobile. The trademarks and service marks of IMImobile, including the IMImobile mark and logo is exclusive property of IMImobile, and may not be used without permission. All other marks are the property of their respective owners. Created 11/2015.

WORLDWIDE

RETAIL BANK

IMImobile enables organisations of all sizes and sectors to

maximise the potential of mobile technologies to improve

customer engagement. We believe that mobile will sit at the heart

of customer engagement strategies for years to come.

By removing the barriers and complexities to create and deploy

mobile-led customer engagement solutions as part of a multi-

channel framework, we provide software and services that help

organisations to improve customer experience and generate

revenue, while simplifying business processes and enhancing

operational efficiency.

Our products and solutions built upon the IMIcloud act as an

intelligent layer between existing IT systems and business processes

to create, manage and launch services across mobile, digital and social

communication channels.

Organisations that trust us to deliver smarter customer engagement

include Vodafone, O2, Telefonica, Aircel, Airtel, EE, BSNL, AT&T, MTN,

France Telecom, Centrica, Coca-Cola, Universal Music, Tata, the AA, the

BBC and major financial institutions.

IMImobile is headquartered in London with offices in Hyderabad,

Atlanta, Dubai and Johannesburg and has 700 employees worldwide.

IMImobile is quoted on the London Stock Exchange’s AIM market with

the TIDM code IMO.