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Customer Interaction Management, built on the foundation of the Cisco Service-Oriented Network Architecture (SONA), provides an integrated platform that financial institutions can employ to transform their banking environments. To successfully compete with other retail banking channels, banking institutions can use technology to achieve dramatic improvements in a number of areas, including:
- Commercial effectiveness
- Operational efficiency
- Customer experience
- Operational compliance
In addition to ongoing consolidation in the banking industry, the last five years have brought significant change to branch banking. Today, branch executives are dealing with:
- Renewed focus on the customer experience
- New competitive pressures from banks that are improving the branch experience
- Check 21 legislation enabling improvements in payments processing
This overview explains how branch executives can respond to these market challenges in the fastest and most effective way possible. By implementing a uniquely efficient and proven architecture in the branch, banks will be able to quickly adapt to the changing environment while maintaining reliability and efficiency.
Wealth management firms must provide top-quality customer service to attract and retain High Net Worth Individual (HNWI) clients. With business transacted primarily by phone, the ability to access information quickly and easily during calls is critical. The Cisco Wealth Management Desktop solution melds customer relationship management (CRM) tools with IP Communications to provide fast access to information from any networked location, improving productivity and competitiveness.
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