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Oracle CX for Financial Services

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.

Explore Oracle CX for Financial Services

Consumer retail banking

Reinvent customer engagement with harmonized data, streamlined processes, and agile systems. Create meaningful customer relationships with tailored products and well-timed services.

Customer-centric digital banking

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.

Omnichannel engagement

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.

Expanded ecosystem and business models

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.

Responsive corporate banking

Respond instantly to customer needs, offer a differentiated value proposition, and build a financial ecosystem that fuels your corporate customers’ rapidly expanding value chains.

Connected front and back office

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.

Agile digital process management

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.

Omnichannel engagement

Deliver personalized, seamless experiences for your corporate customers, offering them the consistency and responsiveness that they require.

Easily integrate across internal applications and external partners with open banking

Securely share and access data with your business partners to create new products and customer experiences.

Insurance industry transformation

Implement a modern, flexible, and rules-based insurance policy administration solution that adapts to your changing business needs and fosters growth.

Intelligent customer insights

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.

Integrated industry processes

Get a solution built specifically for your industry, with prebuilt process flows, configurations and technologies built to connect all aspects of the customer journey.

Omnichannel distribution and engagement

Innovate to create personalized, omnichannel access for customers as they combat disruption in a difficult economic landscape.

Wealth management and securities

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.

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.

Intelligent client portfolio management

See complete client portfolios and get AI-powered recommendations that help find the best fit for your clients’ needs.

Integrated origination to onboarding

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.

Bank of Guam logo

Bank of Guam provides a digital experience with Oracle

Committed to providing a digital banking experience, Bank of Guam, worked with Oracle to serve their customers, no matter the channel.

Key benefits

  • Deliver frictionless banking experiences

    Connect and unlock the value of your data in real time to fully understand your customers and deliver frictionless and personal banking experiences.

    Digital banking for the new era

  • Increase and advance customer digital interactions

    Anticipate customer needs in the moment, drive efficiency, and use emerging technologies to accelerate digital interactions and growth.

    Hungary’s MKB Bank goes fully digital

  • Win with a customer-centric, omnichannel approach

    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.

    Discover the latest CX trends in financial services (PDF)

  • Combine marketing and customer data to create targeted, real-time offers

    Connect customer behaviors, transactions, and demographics across marketing, sales, service, and financial, ERP, and supply chain applications to create the next great experience.

    Blog: Connected customer profiles

  • Create a single, dynamic view of each customer in real time

    Gather everything you know about your customers into a single profile and use that information to personalize every aspect of their experience.

    Demo: Meet your customer’s financial needs

Key benefits of Oracle CX for Financial Services
Thought Leadership

Embracing Technology Innovations in Financial Services

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

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Cloud readiness

Solution Brief: Oracle CX for Financial Services

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.


CX for Industries documentation

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.

Additional information

Customer community

Cloud Customer Connect

Cloud Customer Connect is Oracle's premier online cloud community—specifically designed to promote peer-to-peer collaboration and sharing of best practices, enable members to keep pace with product strategy, and provide a cloud solution feedback channel directly to Oracle development. Within this community, members benefit by leveraging the collective knowledge of Oracle Cloud customers and product experts.

Cloud learning

Learn more about Oracle CX

Oracle University provides you with free training and certification you can rely on to ensure your organization’s success, all delivered in your choice of formats.

Support and Services

Oracle Cloud Marketplace

Power innovation with partner applications and services available through the Oracle Cloud Marketplace. Find the most comprehensive list of apps for sales, service, marketing, and more.

You may also be interested in…

Oracle for Banking

All banking solutions

Retail Banking

All retail banking solutions

Corporate Banking

All corporate banking solutions

Oracle for Insurance

All insurance solutions

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