Financial Services

Achieve More in Financial Services

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

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Industries next icon Financial Services

Financial Services in Numbers

euro

60 - 85%

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

location-current

82%

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

smartphone

89%

Mobile banking gains popularity. 89% of US respondents say they use mobile banking channels (InsiderIntelligence)

Trusted by leading brands

Creating Trust With the Right Messages

Engage with customers via different channels and provide proactive service during all moments of the customer journey.

Watch the video to discover all possibilities.

The Financial Segments We Serve

Banks

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

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

Insurance Companies

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

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Safe & 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.

payments platform dashboard

Secure & Engaged

New innovations keep disrupting the financial market. Fintech, cryptocurrency, new payment methods, and communication channels.

Offer effortless, secure experiences, while staying compliant.

We Understand Your Challenges

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Discover the Importance of CX

Discover the Importance of CX

Financial services depend on a few critical moments of customer interaction throughout the year. During those moments businesses should strive to deliver the best customer experience possible.

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