SDL - Grow wallet share through a managed customer experience

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Today, customers demand more from their financial institutions and competition from banking and investment alternatives is fierce. SDL has implemented solutions with over 70 global financial institutions and we understand the dynamics necessary to become a digital banking leader.

In a world where depositors and investors use multiple devices during their multi-touch journey, understanding the context around each customer's needs to anticipate their next steps enables you to ensure a relevant, engaging experience that converts.

SDL Customer Experience Cloud (CXC) seamlessly integrates financial institutions' core processing with customer touchpoints, with easy access to analysis tools to capitalise on engagement opportunities around every corner. It should feel like your financial institution understands you, and that it is trying to use the information it has about you to help.

Digital Experience

SDL Web: Take control of your digital ecosystem and connect with depositors and investors worldwide through dynamic web

SDL Campaigns: Financial Institutions can use account level data to personalise trending offers as their customers' transition from web to mobile to branch. The right conversation, with the right person, at the right time is the foundation for unassisted sales and servicing. Its true value can be measured in financial institutions' customer acquisition costs, retention, profitability and customer lifetime value.

Customer Analytics

Profile Analytics
Capture and evaluate the context of every depositor's interaction. Combined with historical customer data and easy-to-set-up marketing rules, you can apply this intelligence to provide investors with relevant online experiences.

Language

SDL Financial Services Industry Language Platform
To successfully address regional markets and capitalise on opportunities, financial institutions need to communicate in the native language of their target audience. The SDL Financial Services Language Platform is built around a robust translation management system to control and automate the translation process, and is supported by a terminology manager to ensure that financial vocabulary and brands are translated consistently across all content. The platform uses a financially tuned machine translation engine, translation services and a team of in-house linguists. By choosing the SDL Financial Services Language Platform you can deliver a localised experience at every point of the customer journey, quickly and with quantifiable ROI.

Summary

Global financial institutions are capitalising on digital trends, by striking a balance between branch, web and app services. Depositors and investors want to be able to execute financial transactions on the most convenient medium possible. This may be on a desktop, tablet, kiosk, phone, ATM, in person, or via a call centre, all in their native language.

Contact Details

SDL Maidenhead
Globe House Clivemont Road
Maidenhead
Maidenhead
SL6 7DY
Berkshire
United Kingdom
+44 (0)1628 410100
www.sdl.com/industry/finance.html

Available White Papers

Helping protect the brand integrity of the financial services industry 10 March 2015 As financial services regulation becomes more complex, the challenge of delivering consistent, multilingual communications that meet your commercial goals without comprising your brand integrity, is more important than ever.

SDL enhances customer experience cloud to deliver the only global-ready customer experience suite 27 February 2015 New capabilities allow organizations to provide frictionless, relevant experiences for brands from digital marketing through to self-service support.

Virgin Money: Stepping up to the opportunities of web personalisation 27 February 2015 Virgin Money came to SDL to rebrand and to unify its global web presence. Today, its website reaches 44,000 unique visitors daily; of that, 58% are return visitors and 32% of overall visitors are using tablets or mobile devices.

BBVA: A new integrated customer experience 27 February 2015 BBVA (Banco Bilbao Vizcaya Argentaria) provides financial services to 50 million customers in more than 31 countries and came to SDL to create an interactive online experience for their customers through an enhanced customer journey. BBVA chose SDL because we were able to provide an integrated visitor experience for the corporate-public site.

ABN AMRO: Delivering highly personalised letters to thousands of customers 27 February 2015 ABN AMRO Bank, based in Amsterdam, operates more than 4,500 locations in 53 countries. It came to SDL to enhance go-to-market efficiency. Using SDL Web, ABN AMRO was able to roll out approved marketing and brand communications across all channels.

See all white papers