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The Unified Experience

The Unified Experience

As Financial Services providers bring new brands and additional products to the market, they enable clients to interact through multiple channels: affiliates, agents, Email, call-centers, mobile and the web. Providing a consistent and unified experience is essential to earn consumer trust and drive business objectives.


Channel Agnostic Delivery

Just having a website out there is not enough. Today, clients expect to be able to interact with you on their terms. Opening up new communication channels is not necessarily the problem but converging those channels into a unified experience is a real challenge. Product information, terms & conditions and promotional marketing assets have to be consistent, easy to update and quick to roll-out without creating inconsistency, redundancy and channel disconnect.

Bridging the Cross-Channel Gap

Integrating cross-channel customer interaction is a key focus for engaging online services. Often, processes can be started online but do require offline follow-ups, such as signatures or posting contracts. In order to provide your clients with a unified experience, you have to make these cross channel processes transparent to them.

Aligning Affiliate Channels

Selling through affiliates, partner networks and agents requires a clear strategy and a well managed execution model. Whether a promotional mortgage calculator is placed on a real estate website or travel insurances are promoted on travel agency booking sites, eBusiness and channel professionals need to be in control of content and application logic. This empowers them to manage a consistent experience and to avoid channel conflicts.

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