Provide a superior CX for today’s dynamic market with an integrated CRM for banking solution. Sell more effectively to new and existing customers, increase account penetration, and decrease processing costs. Package and bundle your financial services products—residential mortgages, checking, savings, and credit cards—during the account origination process and for cross- and up-sell opportunities.
The relationship management mobile application provides a customer 360-degree view, account management capabilities across individuals and households, and a relationship management calendar view.
Change the way you interact and improve CX with guided new account origination processes, including rule-based needs analysis and application capture.
Transform insurance distribution processes from product-centric to customer-centric while maximizing customer lifetime value (CLV) and profitability.
Key features include call center service request management, call reports, retirement and pension management, client relationship roll up, and hierarchical views.
Accelerate Growth and Improve CX with the new Siebel Financial Services
Rabobank
15,000 concurrent agents
Improved CX for Relationship Management and core retail banking.
Westpac
140+ integrated applications
Connected into Siebel UCM creating "One Bank" customer centric vision.
Emirates NBD
64% processes fully automated
Customer 360 'cockpit' view with access to 14 different systems from a single screen.
Grupo AVAL
15,000 users
Siebel CRM Financial Services operating on a cloud native architecture on OCI