BANKING & FINANCIAL SERVICES
Creating better customer experiences, and empowering competitive advantages through digital disruption
Meet the demand for secure, modernized banking.
Today’s customers are looking for modern solutions for handling their financial service needs. You need to deliver on their ever-increasing expectations, while remaining vigilant on security concerns, managing risk, and cost to serve. Whether that’s digital access, mobile enablement, effortless experiences, or more, we’ve got you covered. We help banks, fintechs, and payment service providers enhance and transform all aspects of the customer lifecycle with innovative operational and technology solutions.
And, we do it all securely with an in-house compliance team and integrated fraud prevention processes and tools to ensure compliance with applicable laws and regulations.
Retail & Commercial Banking
Deliver exceptional CX across the customer lifecycle to acquire, manage, and retain your most valuable customers. From opening accounts and onboarding to transaction processing and account maintenance, we deliver effortless support and digital experiences, including back office functions. We can help you better orchestrate your customers’ journeys, so you can keep them coming back for more.
Enable customers to make the right credit choices for their lifestyles or business needs. We integrate analytics and technology to personalize credit product offers to help your customers select the best options for their unique needs. Through card administration, product and technical support, and payment processing, we provide experiences that increase long-term loyalty.
Mortgage & Lending
Deliver a better, easier loan experience. With a plethora of options in a highly competitive marketplace, applying for a loan can be one of the most complex and stressful financial decisions your customers face. We can help ease the entire end-to-end journey for mortgage and other lending with support for application processing, credit decision-making and underwriting, loan origination, and loan servicing.
Better support your customers by optimizing your wealth management operations. We can help you administer wealth management platforms for managed funds, securities, and investments.
From early to late stage, collect more and reduce cost by focusing on CX to improve collections and build brand loyalty. We can help you reset your collections strategy at the segment level, use advanced analytics to understand customer intent and motivation to pay, and apply technology to hyper-personalize omnichannel contact strategies to achieve the best results.
Fraud & Risk Management
Make it easy for customers to report suspected fraud—and let them know you’re protecting them every step of the way. Supported by our automated fraud detection and prevention technology and analytics, we help you minimize risk by handling know your customer (KYC), anti-money laundering (AML) and sanctions screening, as well as complaints, dispute and identity resolution, and credit risk warning.
Put your customer at the center of your mobile strategy to earn loyal customers who deliver increased lifetime value.
Meet the demand for modern banking experiences with a customer-first approach to adopting CX technology.
Learn how Fifth Third Bank modernized their VOC program, and the great success they achieved when they switched to ConcentrixCX.
Learn how Concentrix is reimagining customer engagement and care operations via cloud contact centers for the new digital first experience.
Get more from your VOC program with our 3-part roadmap for closed loop evolution where feedback meets experience orchestration.
Learn how messaging can benefit your mortgage business and its customers.