Financial services - BR

axway-sa-5-financial-service-scenarios-en

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2 axway.com 02 Deliver a superior customer experience by being the first to know Challenge Impact Operational intelligence benefits A large bank normally receives three or four files from an important customer each day by 8:00 a.m. Today by 8:30 a.m., the bank has received none. The customer knew about the irregularity before the bank. If the bank had noticed it first, they could have proactively called the customer to alert them and explain the corrective action. Instead, the customer had to call the bank to inquire about the files. • Using machine learning techniques, automatically baseline what is "normal" vs. "abnormal" • Trigger alert to bank operator to take proactive action and preserve a positive customer experience Where does Client Performance impact your organization? Any activity with a large revenue-producer client base and wherever quality of service is the differentiating factor. 03 Monitor and measure business performance to sell the right financial product to the right customer Challenge Impact Operational intelligence benefits Some corporate clients are using the bank's large amount of liquidity throughout the day and put money back at the end of the day — a high-risk practice that costs the bank money. Without real-time monitoring and tracking, the bank can't determine which customers are tapping into its liquidity throughout the day. • Identify the biggest liquidity consumers • Give the relationship managers this valuable information so they can sell the appropriate lending products and improve lending decisions in general Where does Business Performance impact your organization? When using client behavior to identify sales opportunities.

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