Financial Services

Differentiate with individualized, in-the-moment engagement including providing personalized product recommendations and an improved customer experience.

The emergence of the always-on consumers who span multiple channels, locations, and times, requires a new form of always-on customer engagement.

Hyper-Relevant and Authentic Customer Experiences

The age of customer-centricity has reached the financial services industry, and customers are demanding seamless cross-channel engagement and assistance. But while financial institutions are amassing customer data and deploying to new channels, they face significant personalization challenges, particularly in light of their highly-regulated environment. Financial institutions need a compliant solution that obtains insights from customer data to deliver truly personalized experiences at scale, which can, in turn, drive transaction completion, increase engagement, and improve revenues and margins.

Key Benefits

Instant, predictive intelligence allows banks to securely and reliably deliver increasingly effective engagement and realize these benefits:

Educate and onboard

new financial clients with helpful information delivered right when they need it.

Drive form and transaction completion

across channels with continuous engagement capabilities.

Boost awareness of related offerings

that may be of interest based on a customer’s transaction history.

Offer ongoing engagement assistance

while customers are visiting their branch with tools such as geofencing and credit card-driven triggers.

mobile location targeting

The Zineone ICE Platform is a versatile tool which enables us to deliver contextually relevant communication to our customers through our digital banking platform. The Zineone team has partnered very effectively with my organization in the process of integrating, testing and usage of the platform for digital marketing operations. Being a new startup, they are extremely agile and able to custom-develop the solution to meet our business requirements.

Head of Digital Marketing and Business in the Finance Industry

Deploy Seamless Smart Interactions
On Every Channel

The ZineOne Intelligent Customer Engagement (ICE) platform empowers financial institutions to effectively leverage next-gen financial applications that increase customer loyalty, sales, and value at scale in today’s cross-channel financial world.

Form and Transaction Completion
Credit Card-Driven Actions
Location-Based Engagement
mobile location targeting
Real-time Assistance and Onboarding
Activity-Driven Interactions
Orchestrate the Next Best Offer Across LOBs

Form and Transaction Completion

Remind customers to complete transactions. Preserve cross-channel information — data entered into a form as they move from website to mobile app to ATM to branches, and nudge the customer to drive completion, no matter the current channel.

Credit Card-Driven Actions

Leverage card activity to pinpoint customer location and deliver applicable offers. Correlate customer profile, location, and credit card activity to interact with them, in that moment, about upgrades to credit card limit, or show offers to encourage credit card usage.

Location-Based Engagement

Connect a customer’s current location with their likely activity then deploy appropriate interactions. Engage them by correlating their current location (proximity to a store or branch or ATM) and their past activity to offer them the most relevant information.

Real-time Assistance and Onboarding

Use ML to understand customer behavior and show information that is helpful for them to navigate your products and services. Educate visitors and new clients with relevant and helpful information right when they need it

Activity-Driven Interactions

Reach out to customers and promote new features, products and related offers based on their real-time online and on-premises activity. Interact on a 1:1 level based on event-driven, situational data, with tools such as geofencing and credit card-driven triggers.

Orchestrate the Next Best Offer Across LOBs

With multiple lines of businesses (LOBs) in the bank talking to the same customer, ensure that the message reaching the customer is the one that’s best for the customer and is optimized for conversion.

Deploy Seamless Smart Interactions
On Every Channel

The ZineOne Intelligent Customer Engagement (ICE) platform empowers financial institutions to effectively leverage next-gen financial applications that increase customer loyalty, sales, and value at scale in today’s cross-channel financial world.

Form and Transaction Completion

Remind customers to complete transactions. Preserve cross-channel information — data entered into a form as they move from website to mobile app to ATM to branches, and nudge the customer to drive completion, no matter the current channel.

Credit Card-Driven Actions

Leverage card activity to pinpoint customer location and deliver applicable offers. Correlate customer profile, location, and credit card activity to interact with them, in that moment, about upgrades to credit card limit, or show offers to encourage credit card usage.

Location-Based Engagement

Connect a customer’s current location with their likely activity then deploy appropriate interactions. Engage them by correlating their current location (proximity to a store or branch or ATM) and their past activity to offer them the most relevant information.

Real-time Assistance and Onboarding

Use ML to understand customer behavior and show information that is helpful for them to navigate your products and services. Educate visitors and new clients with relevant and helpful information right when they need it

Activity-Driven Interactions

Reach out to customers and promote new features, products and related offers based on their real-time online and on-premises activity. Interact on a 1:1 level based on event-driven, situational data, with tools such as geofencing and credit card-driven triggers.

Orchestrate the Next Best Offer Across LOBs

With multiple lines of businesses (LOBs) in the bank talking to the same customer, ensure that the message reaching the customer is the one that’s best for the customer and is optimized for conversion.

*Gartner Peer Insights reviews constitute the subjective opinions of individual end users based on their own experiences, and do not represent the views of Gartner or its affiliates.