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Know your customer needs at the exact moment of interest and connect them to the right products and services in their preferred interaction channels. Offer seamless and personalized interactions that comply with all financial industry standards and regulations. Oracle CX gives you a complete view of your customer and their every interaction, across advertising, marketing, sales, service, and commerce. Easily onboard new prospects and customers and provide them consistent, timely, and personalized support across all touchpoints.
See how Oracle CX for Financial Services can help you.
Reinvent customer engagement with harmonized data, streamlined processes, and agile systems. Create meaningful customer relationships with tailored products and well-timed services.
Make banking simple and personal with interactions that are centered around the needs of your customer. Oracle CX helps you connect and unlock your data in real time, so you can give customers what they need at the right moment.
Offer your customers a range of banking options and create a banking experience that is consistent and reliable whether they choose to do their banking at home, in person, or on-the-go.
Embrace new business models and technologies to compete with fintechs and non-traditional banks. Oracle offers a unified solution with a cohesive information model delivered on the Oracle Cloud Infrastructure that you can use to reinvent the customer experience.
Respond instantly to customer needs, offer a differentiated value proposition, and build a financial ecosystem that fuels your corporate customers’ rapidly expanding value chains.
Unify your front- and back-office applications to drive efficiency and profitability. Oracle CX provides connected data and connected experiences for your customers and employees.
Adapt quickly to market changes by embracing new technologies and managing key financial processes on a SaaS platform that supports innovation with speed and agility.
Deliver personalized, seamless experiences for your corporate customers, offering them the consistency and responsiveness that they require.
Securely share and access data with your business partners to create new products and customer experiences.
Implement a modern, flexible, and rules-based insurance policy administration solution that adapts to your changing business needs and fosters growth.
Bring your data together and gain valuable insights into your customers’ needs and financial goals. Oracle CX for Financial Services unifies data from disparate sources and applies AI and machine learning to drive actionable insights and revenue.
Get a solution built specifically for your industry, with prebuilt process flows, configurations and technologies built to connect all aspects of the customer journey.
Innovate to create personalized, omnichannel access for customers as they combat disruption in a difficult economic landscape.
Unlock business value across the organization by using a single source of truth to manage financial analytics, automate and accelerate onboarding, and implement valued trusted advisory services.
Know your clients at a deeper level and become their trusted advisor. Oracle CX for Financial Services helps you bring your data together into a 360-degree customer profile.
See complete client portfolios and get AI-powered recommendations that help find the best fit for your clients’ needs.
Offer an integrated approach to client onboarding that incorporates mobile and web channels. Within our changing world, you must meet your clients where they are, rather than requiring that they visit a branch to get started.
Committed to providing a digital banking experience, Bank of Guam, worked with Oracle to serve their customers, no matter the channel.
Connect and unlock the value of your data in real time to fully understand your customers and deliver frictionless and personal banking experiences.
Anticipate customer needs in the moment, drive efficiency, and use emerging technologies to accelerate digital interactions and growth.
Offer consistent experiences whether your customers interact with you through an online app, physical branch, loan apps, or other channel. Meet customers at the time of need, on the channels they prefer.
Gather everything you know about your customers into a single profile and use that information to personalize every aspect of their experience.
Niraj Vaidya, Consulting Sales Director, Oracle Financial Services
As banks and financial institutions continue to focus on margin improvement and finding new ways to generate revenue streams innovation, using AI and machine learning are on the top of the list for many. The push to gain a competitive edge in the digital marketplace is driven by the shift brought about by cloud technology.Read the complete post
The world has changed, and financial services companies need to implement advanced digital capabilities to win. Oracle CX for Financial Services is a cloud-based digital customer experience solution tailored to the financial services industry, with SaaS CX solutions for retail and corporate banking, insurance, and wealth management and securities.
Get started with Oracle CX industry solutions, including Oracle CX for Financial Services. Access an array of books focused on getting started, user features, implementation, administration, configuration, security, integration and app development.
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