Achieve more in Financial Services•

Develop capabilities that rise to new challenges, and offer experiences to live up to customer expectations.

60 - 85%

Preference for handling everyday transactions digitally is as high as 60-85% across Western Europe (McKinsey)

30%

of UK adults consider the search for a better customer experience in digital interactions the main driver for changing banks (Boomi)

50%

of FS organisations say understanding customer preferences is the number one value of advances in analytics and AI (PWC)

82%

of CFOs say they intend to increase investment in digital capabilities (Gartner)

Banks

The banking industry is undergoing a once-in-a-lifetime digital transformation. Increase your domestic and international reach and provide more flexible banking for your customers.

Advisory firms

Fast shifts in customer expectations are causing companies to rethink the way they connect with customers. Advisory firms need a new approach to help companies meet rising digital expectations.

Insurance companies

Streamline the insurance process and simplify your customer engagement. Digitisation enables the shift from siloed approaches to more relevant and personalised communications.

Automation

Let customers decide how, when, and where they contact you with an AI chatbot

Security

Private documents are processed more securely than physical alternatives

Personalisation

Create segments so you can personalise comms based on customers' preferences

Mobile messaging

Reach your customers on their preferred messaging channels including WhatsApp

Superior service

Streamline all conversations to increase quality with one omnichannel inbox

Secure and engaged

New innovations keep disrupting the financial markets; fintech, cryptocurrency, new payment methods, and communication channels.

Offer effortless, secure experiences, while staying compliant.

Safe and compliant

Keep your business and customers secure. Authenticate, login, and confirm identity safely and easily.

At CM.com, we take security very seriously and are compliant with the highest security standards.

Financial services need to provide a holistic human experience to truly succeed in the digital age. Put the customer first, deliver a personalised experience, and build trust.

Self-service has proven to be successful in banking and the financial sector. Service at your fingertips: fast & safe. Checking your balance, changing a password, or even applying for a loan.

Customers want to reach you via the channel they prefer. Via SMS, WhatsApp, Voice, Apple Messages for Business, or any other channel.

Measure Customer Satisfaction with these 8 KPIs

Setting the right KPIs for your customer service team will give them focus and improve performance. Discover eight measurable KPIs and how you can use service software to measure results.

Download the guide