Financial organizations have the need to capitalize every customer contact into a sales opportunity. As customers have embraced electronic channels to serve their financial needs, financial organizations have to increase their portal capabilities from providing basic transactional services to a personalized research and shopping experience. To serve the always connected customer, financial organizations have to respond and build a new era of electronic channels.
To meet these goals, financial organizations must transform their online banking portals from a vehicle for publishing one-dimensional into a robust sales-platform that delivers targeted sales, integrated lead generation, and provides the bank with advanced analytic capabilities. Additionally, the online financial services portal must evolve from a service platform focused on transactions to a full-blown relationship-building platform.
Current online systems are fragmented, due to a cascade of incremental additions based on specific projects or campaigns. As a result, the systems are difficult and costly to manage, secure, and update. Financial organizations must consolidate the supporting technology infrastructure to insure better SLAs, security, cost efficiencies, and brand preservation.
Microsoft is uniquely positioned to provide a consolidated, integrated business and technology platform that delivers:
- Rich multichannel user experiences
- Advanced content management, portals and workflow
- Integrated business insights
- Lead management
- Enterprise search
- Digital advertising