Deepen relationships on digital channels
Be there for customers throughout their financial journeys. Offer personalized experiences everywhere, from account creation to bill payment, so it’s easier than ever to do business with you.
Increase customer trust (and share of wallet)
Build customer relationships that last a lifetime
The financial customer journey spans decades. Create personalized customer journeys that drive credit card sign-ups, mortgage purchases, insurance plan enrollments and more.
Make it easy for customers to manage finances
Solve problems faster by automating processes like account balance checks. Send proactive reminders when action is required—or when customers want to application progress.
Truly understand what customers want
Don’t just collect and analyze customer data—act on it. With data insights at segment and individual levels, you can create new offers customers want to buy on a secure and compliant platform.
Start improving financial customer journeys today
Don’t have the time to map out every customer journey from scratch? The CSG Xponent Ignite journey library comes with dozens of templates designed with best practices in mind, so you can roll out proven journeys from Day 1. Where you take them next, is up to you.
Start the journey
260% CTR increase
A European bank saw a 260% click-through rate increase by retargeting site visitors with content based on their browsing behaviors.
46% cost reduction
A top 5 American bank achieved a 46% reduction in cost-per-call using real-time, two-way interactive fraud alerts.
6M text alerts
In the midst of a crisis communications effort, a top 5 American bank was able to send 6 million text alerts to customers in a 10-hour period.
Spend minutes, not hours, on customer engagement
- Create your own customer journeys or draw from a pre-built library of finance customer journeys (account activation, loan application, etc.)
- Identify friction points like form abandonment with visual journey flows
- Correlate key journey behaviors to critical KPIs like NPS and revenue
- Ingest and orchestrate data from any source, and integrate with engagement channels like email, text and more
- Build more complex journeys as your maturity increases with CSG’s expert team
Fill the gaps in your data
- Get a clear, 360-degree view of each customer using informed segmentations and predictive models
- Create a unique single profile of all customers and trigger communications in real time to connect with customers when they need you
- Access customer and marketing data with the flexibility to create dashboards, reports and analytics
- Leverage your current technology infrastructure
- Add new data sources and destinations with easy plug-ins to your favorite analytics and data science tools
Personalize customer engagement anywhere
- Connect all communications channels to a single decisioning interface, and reach clients over SMS, MMS, chat, voice and more
- Answer client questions faster with automated channels like conversational AI
- Handle hundreds of thousands of calls at peak times with inbound and outbound voice capabilities
- Deliver compliant, consistent and secure communications that build trust with your customers
- Find the right mix of print and digital to improve engagement, and encourage clients to adopt digital channels
Engage with customers at every stage
Customer acquisition
Target and retarget site visitors with relevant content based on their browsing behaviors to increase sign-ups.
Customer onboarding
Make sign-ups seamless with onboarding message sequences, and adjust future communications based on engagement channel and journey progress.
Fraud alerts
Help clients keep their accounts safe with real-time fraud alerts, and reduce response times from minutes to seconds.
Account updates
Reduce the manual effort of sending notifications with automatic messages, and trigger follow-up messages on other channels if required action is not taken.
Customer service
Use conversational AI to answer routine questions so agents can focus on complex issues. Handle hundreds of thousands of calls per hour with a scalable IVR.
Customer retention
Analyze client behavior across their entire journey to-date, then make decisions and offers that reduce friction, like changing payment due dates.
Proven track record
