Financial Services

Promote customer-centricity with personalized interactions for in-the-moment customer needs

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.

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
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.

With machine learning capabilities, the ZineOne ICE platform is able to deliver increasingly intelligent and relevant messages in order to:

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.

Drive Intelligent, Personalized Transactions

By delivering cross-channel personalization of experiences designed to assist customers in real-time as they navigate a portal, site, or app, financial intuitions can leverage AI to significantly increase transaction completion—in some cases, by up to 20%.

With the ZineOne ICE platform, financial institutions can optimize transactions and encourage customers to explore new financial possibilities, all while driving significant cost savings.

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