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.

• Why Omdia named Oracle CX a Leader in digital experience management
• Discover the latest CX trends in financial services (PDF)
• Is your CX meeting your customers’ needs? (PDF)

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 Cloud 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.

• Becoming an adaptive bank (PDF)
• Video: Connected customer data (1:37)

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.

• Use chatbots for customer service support
• Accelerate digital transformation in insurance

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.