BANKING Customer Experience SOFTWARE

Engaging and personalized correspondence

Customer Engagement for Banks, Wealth Management, and Lending

Banking at the Crossroads of Digital Transformation

Businesses in every industry strive to meet the high customer service expectations of today’s digitally proficient consumers. Banks, wealth management, and lending and mortgage providers recognized this trend and developed customer portals and mobile apps that granted 24×7 access to account information, balances and transactional data. However, financial institutions must continue to improve the customer experience in banking. A 2018 survey of industry customers by Qualtrics indicated a Net Promoter Score of -16%.

New banks leveraging the latest technologies challenge established providers with legacy core systems. All providers recognize the need to establish a digital differentiation that sets them apart and engages their customers. Some redesign entire processes to more effectively meet their customer expectations, while others implement banking customer experience software without undertaking an overhaul of core systems.

Some financial institutions seek to differentiate themselves with improved banking customer experience, online portals with rich analytics, and clear, straight-forward statements. Others seek to increase revenues by inserting personalized cross-sell and up-sell marketing messages into customer correspondence and monthly statements.

Banks greet all of these challenges with automated yet personalized customer communications regarding account creation, promotions and regulatory notices. Interactive analytics empower customers to research spending and savings habits, investment options, or the impact of accelerated debt payoff. Monthly statements delivered via the customer’s preferred channel improves the customer experience in banking and lowers print and postal costs.

banking customer experience chart
Banking Industry Outlook

Optimism for Banking

There’s a new kind of promise in the banking industry—and possibly no better time than now for transformation. Economic fundamentals are strong, the regulatory climate is favorable, and transformation technologies are more readily accessible, powerful, and economical than ever before. 1

Rising Expectations

Focus on Customer Experience

Customer expectations are being shaped by their interactions outside of the banking industry – they increasingly want the type and quality of service they receive from industries that place significant focus on customer experience. 2

banking customer experience chart

Ecrion Enables Stronger Customer Connections

From marketing to account creation to statements and self-service analytics, Ecrion’s banking customer experience software strengthens customer interactions, curtails print and postal costs, and fosters loyal connections with customers.

Banks, lenders, and wealth management firms worldwide leverage customer communication software by Ecrion to enhance their customer engagement, reduce operating costs, and control the inherent risks associated with high volume and on-demand document generation. Thousands of companies across a broad range of industries ensure compliance with corporate branding and regulatory standards while establishing genuine connections with their customers—one at a time.

Banking
Correspondence

Onboard customers leveraging a variety of channels, never re-entering the same data twice. Provide personalized welcome kits, up-sell and cross-sell marketing messages, customized statements and correspondence.

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Lending
Correspondence

Capture paper or digital applications from multiple devices. Engage with borrowers leveraging personalized letters and correspondence.Empower consumers with meaningful statements and analytics.

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Wealth Management Communications

Provide meaningful, clear and engaging investment reports and statements. Empower investors with interactive analytics and research documents. Engage with customers via personalized and targeted correspondence.

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You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

Ready to take your communications to the next level? Talk to one of our experts today!

It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well. 

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banking industry infobrief

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Find out how Ecrion banking solutions can help to up your digital game, build compelling and engaging user experiences, and put your customer front-and-center in your communication strategy.