In today’s challenging times, banks need to adapt to a digital-first strategy to ensure sustainability and continued growth. New-age digital banking is all about creating an omnichannel ecosystem that generates great Customer Experience. In fact, brand equity will largely depend on digital experience that banks provide in the coming era.
The key question is – how to create such an experience driven digital ecosystem. Clayfin, having worked with many banks in India and around the world offers right channels and tools for the banks to establish a superior digital customer experience strategy.
At the forefront of every digital transformation initiative is omnichannel banking. Every banking channel, across web, mobile, API or any other, should provide exactly identical experiences each time, without losing track of the customer’s journey. Driven by Artificial Intelligence (AI), proactive personalization Is now possible on retail, corporate and SME banking channels.
Personal Finance Management ( PFM) is a key tool for the banks to offer great customer experience. The actionable insights from PFM will enable the bank’s customers to maintain a disciplined financial life in a challenging environment. Leveraging the new open banking and account aggregation framework, Clayfin has now launched the innovative multi-bank PFM system, providing a 360-degree view of personal finances across all banking relationships.
In the era where the first impression holds the key to a long-term customer journey, Clayfin provides seamless Customer Onboarding system for the banks. The system ensures great product discovery, easy selection and smooth customer onboarding.
The complete set of digital channels and engagement tools from Clayfin helps the banks to create the right experience driven digital ecosystem that they are looking for, in retail, corporate or SME verticals.