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Key features

The Finanz Tools Solution seeks to engage banking customers with personalized graphical product illustrations

Personalizing the Customer’s Financial Journey

Powerful tools and illustrations to empower customers perform multiple research inquiries with real time feedback and insights

Demonstrating Outcomes

Finanz Tools recreate product situations that match customer requirements

Creating Product Comparisons

Real-time comparison of similar products to demonstrate change in outcome

Supporting Multiple Lines of Business

Lines of business supported include: Retail banking, Wealth Management, Corporate banking, Insurance and Credit Cards

Accelerating Decision Process

Ensures a tracking free interfact to offer customers privacy in their personal research

Enhancing Trust Value for the Bank

Builds trust factor for the bank, by allowing customers to easily navigate across product options and selection nuances

Key benefits

  • Greater relevance with predictive modeling

  • Deployable across all sales channels

  • Seamless integration with multiple products

  • Increase in sales and operational efficiencies

  • Map products to customers and shorter sales cycles

  • Makes the customer journey interactive

Client Stories

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