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Delight Customers at Their Financial Moments That Matter

Intelligently identify and support customers during important milestones. Proactively offer personalized omnichannel banking services driven by AI. Offer end-to-end transactions seamlessly with full compliance.

ERP Core Financials Cloud

Solutions for Digital Transformation

360-Degree Customer Data Excellence

Benefit from the financial industry’s best source of transactional, asset, behavioral, social media, and third-party data to create a unique customer ID. Embedded AI helps discover customer moments of needs.

Omnichannel Marketing

An integrated portfolio of best-in-class applications enables B2B and B2C marketers to drive sales, increase brand loyalty, and enhance customer experience.

Adaptive Case Management

Easily design and orchestrate complex financial services processes such as loan processing and deceased estate, spanning multiple departments and systems. Ensure consistency and adhere to SLAs.

Compliance Enforcement

Guided process flows help maintain compliance procedures. Automated audit trails, reporting, and escalations help enforce compliance across the entire financial process.

Actionable Analytics

Gain deeper insights into customers based on their past interactions, assets, and transactions as well as from their digital behavior and intentions. These insights can lead to deeper understandings of customer and product profitability, new market opportunities, cost to serve, and more.

Embedded AI

Leverage prebuilt AI and machine learning across all your customer experience processes including recommended sales actions, personalized product recommendations, and proactive service issue resolution.

CX Solutions for Financial Services

Oracle CX for Financial Services provides tailored solutions for consumer banking, corporate banking, and insurance.

Retail Banking

Accelerate digital transformation to serve a new generation of digital savvy customers, and capitalize on new opportunities.

  • Digitize the customer experience with intelligent insights that predict needs, behaviors, and opportunities
  • Engage customers at the right time and channel to improve the banking experience
  • Open your banking ecosystem to enable new business models

Corporate Banking

Innovate quickly to offer better customer experience, win more client business, improve internal efficiencies, and grow customer loyalty.

  • Move selling to the front office and equip relationship managers (RMs) for success
  • Increase marketing and sales effectiveness with account-based marketing
  • Increase operational efficiency in complex organizational structures


Leverage Oracle’s CX innovations to accelerate digital transformation from new customer acquisition to customer service and claims management.

  • Engage customers at the moment of need with smart insights
  • Empower the entire distribution network for perfect omnichannel execution
  • Automate processes from end-to-end and deliver great customer experiences
Oracle CX Customer Stories

Financial Services Success

Bank of Guam logo

Freddie Mac Drives Marketing Innovation with Oracle

Freddie Mac partners with Oracle Marketing Cloud to intelligently assess diverse consumer data points and solidify relationships.
Bank of Guam logo

Bank of Guam Supports Around the Clock Digital Experience with Oracle CX

Committed to providing a digital banking experience, Bank of Guam is better able to serve their customer, no matter the channel.
Aman Bank logo

Aman Bank Trusts Oracle to Ensure Around the Clock Support of Client Services

Aman Bank improves the customer experience while reducing costs.
TH March logo

T.H. March Gains Better Insight of Their Customers with Oracle CX Cloud

T.H. March engages their customer through personalization with using Oracle CX Cloud.