FINEOS Solutions for Retail Banking

Success for retail banks relies on improving the customer experience - achieving higher levels of satisfaction, retention, and profitability.  But now there are changes in the regulatory environment, channel collaboration, consolidation, and other business changes all demanding your attention.  Are your systems agile enough to allow you to address changing business demands - and still support your customer service goals?

FINEOS’ solutions for the banking industry have been developed to enable you to deliver outstanding customer service.  FINEOS solutions:

  • Automate repetitive tasks according to best-practices, eliminating the need for manual intervention in routine matters and reducing the risk of costly human error
  • Provide comprehensive customer and case information, empowering agents to provide superior customer service
  • Provide the flexibility to respond to changing  regulatory and market conditions
  • Consolidate business onto a single, open and flexible architecture

These products are the result of numerous implementations in the banking world over the last decade. Working in conjunction with some of the industry’s foremost banks, FINEOS has delivered measurable results, including the following:

  • Increased number of automatic case decisions by 200%
  • Improved cost-income ratio of direct marketing by 75%
  • Increased average product holdings per customer by 15%, and rising year-on-year

FINEOS solutions for banking include:

FINEOS solutions for banking are built on a common, componentized, enterprise platform that is designed on a service oriented architecture (SOA).  The FINEOS platform integrates easily within an existing legacy environment and supports business transformation and software reusibility. To learn more about our flexible technical architecture, click here.