Exceed Customer Expectations
Achieve customer personalisation, prevent fraud, reduce churn, and accelerate credit approval with predictive analytics built on accurate data from all of your enterprise data sources.
Customer 360 Data Management and Analytics
To maintain competitiveness and grow revenue, financial services firms are making a significant investment in creating a customer 360 data master and analytics to power personalised customer experiences, predict churn, and to prevent fraud.
To ensure the success of these initiatives, firms need to aggregate customer data across various systems, including external data sources, data warehouses, data lakes, CRM applications, and other silos in real time. This unified data enhances customer understanding, which empowers relationship managers and improves operational efficiency.
InterSystems makes it faster and easier to create and maintain a 360-degree view of customers. Our approach to data management is fundamentally different from traditional approaches, like data warehouses and data lakes. We enable you to connect to all your internal and external customer data source and orchestrate services leveraging a smart data fabric architecture, without disrupting existing infrastructure.
Download the Use Case
To ensure the success of these initiatives, firms need to aggregate customer data across various systems, including external data sources, data warehouses, data lakes, CRM applications, and other silos in real time. This unified data enhances customer understanding, which empowers relationship managers and improves operational efficiency.
InterSystems makes it faster and easier to create and maintain a 360-degree view of customers. Our approach to data management is fundamentally different from traditional approaches, like data warehouses and data lakes. We enable you to connect to all your internal and external customer data source and orchestrate services leveraging a smart data fabric architecture, without disrupting existing infrastructure.
Customer 360 Data Management and Analytics
To maintain competitiveness and grow revenue, financial services firms are making a significant investment in creating a customer 360 data master and analytics to power personalised customer experiences, predict churn, and to prevent fraud.
To ensure the success of these initiatives, firms need to aggregate customer data across various systems, including external data sources, data warehouses, data lakes, CRM applications, and other silos in real time. This unified data enhances customer understanding, which empowers relationship managers and improves operational efficiency.
InterSystems makes it faster and easier to create and maintain a 360-degree view of customers. Our approach to data management is fundamentally different from traditional approaches, like data warehouses and data lakes. We enable you to connect to all your internal and external customer data source and orchestrate services leveraging a smart data fabric architecture, without disrupting existing infrastructure.
Download the Use Case
To ensure the success of these initiatives, firms need to aggregate customer data across various systems, including external data sources, data warehouses, data lakes, CRM applications, and other silos in real time. This unified data enhances customer understanding, which empowers relationship managers and improves operational efficiency.
InterSystems makes it faster and easier to create and maintain a 360-degree view of customers. Our approach to data management is fundamentally different from traditional approaches, like data warehouses and data lakes. We enable you to connect to all your internal and external customer data source and orchestrate services leveraging a smart data fabric architecture, without disrupting existing infrastructure.
Understanding Customer Intelligence
Customer Intelligence (CI) is the cornerstone of understanding and anticipating customer needs. It involves the meticulous process of collecting, analysing, and interpreting customer data to gain a profound insight into their preferences, behaviors, and expectations. By integrating data from various touchpoints—such as customer interactions, transactions, and feedback—financial services firms can construct a comprehensive 360-degree view of each customer. This holistic understanding provides the insight required to make informed decisions, enhance customer experiences, and significantly boost customer satisfaction.
InterSystems enables financial services firms to generate CI from all of their disparate data sources. In an industry where customer relationships are paramount, leveraging CI is essential for staying competitive and fostering long-term loyalty.
InterSystems enables financial services firms to generate CI from all of their disparate data sources. In an industry where customer relationships are paramount, leveraging CI is essential for staying competitive and fostering long-term loyalty.
Customer 360 in Financial Services
InterSystems makes it easy for financial services companies to generate customer intelligence with our customer 360 solution. Leveraging our proprietary
smart data fabric approach, our solution provides firms of all sizes and in all sectors with a better, faster, and easier way to deliver benefits to the business.
Rather than duplicating data and creating yet another silo through complex ETL processes that need manual customisation and introduce latencies, our solution lets the data reside in the source systems, where it's accessed on demand, as required, ensuring the information is both current and accurate.
Our smart data fabric approach enables firms to generate real time customer intelligence that can help to improve customer satisfaction. Our robust data management and analytics solutions are designed for processing transaction data, ensuring your customer intelligence analytics are built on high data quality for effective decision-making.
Rather than duplicating data and creating yet another silo through complex ETL processes that need manual customisation and introduce latencies, our solution lets the data reside in the source systems, where it's accessed on demand, as required, ensuring the information is both current and accurate.
Our smart data fabric approach enables firms to generate real time customer intelligence that can help to improve customer satisfaction. Our robust data management and analytics solutions are designed for processing transaction data, ensuring your customer intelligence analytics are built on high data quality for effective decision-making.
Collecting and Using
Customer Data
Customer Data
Compiling Quantitative and Qualitative Data
To truly harness the power of customer data, financial services firms must adeptly compile both quantitative and qualitative data. While quantitative data such as transaction histories, account balances, and demographic details provides a solid foundation for understanding customer behaviors and financial patterns, qualitative data like customer feedback, preferences, and behaviors offers a deeper, more nuanced understanding of customer sentiments and motivations.
InterSystems makes it easy to merge these two data types, helping firms achieve a more complete and accurate picture of their customers. Our unified data platform can process and integrate any type of data, apply analytics and AI to generate actionable information enabling clients to craft targeted strategies that enhance the customer experience.
InterSystems makes it easy to merge these two data types, helping firms achieve a more complete and accurate picture of their customers. Our unified data platform can process and integrate any type of data, apply analytics and AI to generate actionable information enabling clients to craft targeted strategies that enhance the customer experience.
Key Benefits
Personalised Customer Experience
- Empower advisors, help desk, call centers, and support teams to provide customers with immediate answers and recommendations.
- Optimise customer-facing digital channels to deliver personalised content and offers, boosting customer loyalty.
- Utilise customer analytics to gain deeper insights into customer behavior, enhancing the overall customer experience.
- Empower business users with the information and answers they need to provide customers with exceptional service and improve customer relationship management.
Increased Revenue
- Maximise cross-sell and up-sell opportunities by predicting customer behaviour with AI and ML models based on customer history and third-party data.
- Incorporate rapidly changing external data, such as changing credit scores, loan-to-credit ratios, and other spending patterns, to improve lending performance.
- Extract more business value from your data assets by integrating internal and external data to generate a single customer view.
Reduced Churn
- Predict customers at risk of churning, so appropriate corrective actions can be taken.
- Empower business users with the information and answers they need to provide customers with exceptional service and improve customer relationship management.
Increased Operational Efficiencies
- Enhance operational efficiency by streamlining processes and consolidating customer data in a single environment, fostering collaboration among departments and supporting better decision-making and compliance.
- Simplify access to data for non-developers, reducing manual data integration and transformation efforts by IT.
- Automate data management processing, eliminating errors.
Customer Experiences
and Satisfaction
and Satisfaction
Personalising Experiences with Customer Intelligence
In the competitive landscape of financial services, personalising customer experiences is crucial for fostering satisfaction and loyalty. By leveraging customer intelligence, firms can utilise customer data and analytics to tailor experiences that align with individual needs and preferences. This personalisation can manifest in various ways, such as offering customised product recommendations, streamlining account management processes and client onboarding, and providing proactive customer support. For instance, a wealth management firm might use customer intelligence to suggest investment opportunities that match a client’s risk profile and financial goals. By delivering these personalised experiences, financial services firms not only enhance customer satisfaction but also drive loyalty, retention, and ultimately, revenue growth.
Through customer master data management and advanced analytics enabled by the InterSystems Customer 360 solution, firms can ensure every customer interaction is meaningful and impactful.
Through customer master data management and advanced analytics enabled by the InterSystems Customer 360 solution, firms can ensure every customer interaction is meaningful and impactful.
The InterSystems Difference
Minimise Data Duplication
Integrate and orchestrate data and services from the source, inside and outside the organisation, on-premises or in the cloud without the need make additional copies of data.
Unified Platform
One platform provides all the data management capabilities necessary to integrate financial services data and customer data from any source, access, query, and analyse the data using any language, and integrate into any system or environment.
Real-Time and High Capacity
Ideal for high-performance, real-time transactional use cases, capable of delivering 9X performance using only 30% infrastructure.
Universal Translator
All users, applications and systems can access the same copy of data presented according to their needs and access privileges.
Non-Disruptive
Complements existing infrastructure, providing a non-disruptive orchestration layer that connects and accesses information from new and legacy systems and applications.
Fast Time to Value
Easy-to-use solutions enable you to launch your first project within three months of implementation.
Financial Services
InterSystems: Connect Everything. Solve Anything.
InterSystems is a global leader in data management and analytics, with 47 years of proven success and customers across the financial services industry, including banks, asset managers, insurance companies, fintechs, and data providers.
We offer a comprehensive suite of cloud-first solutions that empower organisations to build and deploy high-performance, real-time intelligent applications. Our innovative technologies enable seamless integration, orchestration, and AI-driven insights across data and application silos, helping businesses unlock the full potential of their data to solve any business challenge.
We offer a comprehensive suite of cloud-first solutions that empower organisations to build and deploy high-performance, real-time intelligent applications. Our innovative technologies enable seamless integration, orchestration, and AI-driven insights across data and application silos, helping businesses unlock the full potential of their data to solve any business challenge.
Supporting Innovation in
Financial Services for Decades
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