We’re building a directory of products and services that support marketing and digital transformation in financial services. To add your own product or service please contact a member of the team or complete the form below.
Vidsy’s industry-leading solution combines our unique technology, global creator community and innovative creative methodology to produce video ads across all digital placements. From brief to video delivery, our experts manage the entire creative process, aligning to your brand objectives and helping you go beyond best practice.
Building blocks for data blending. Omniscope’s pluggable blocks let you explore and build your data pipeline. Extract and process big data. Transform, combine and clean. Use in Omniscope’s visualisations, or export to another system.
VisualDNA was started in 2006 in order to change communication between people for the better. By combining the approaches of data scientists, psychologists, creatives and engineers we have crafted new ways of understanding the human personality, allowing people to understand themselves and businesses to serve their customers better. We want to enable a web where people have control of their own data, and where the organisations who they choose to share it with can use it as constructively as possible.
In the face of increasing regulatory pressure and consumer distrust, it has become imperative for financial service companies to monitor 100% of customer interactions.
It’s an all too familiar challenge: How can companies ensure that 100% of customer calls are effectively monitored for quality assurance and in a way that is scalable, cost-efficient, and objectively accurate?
Voyc helps companies automatically identify interactions of regulatory importance, such as complaints and ...
Intelligent client lifecycle management for private banks, and wealth and asset managers. Our solution addresses the key industry challenges presented by the complex requirements of client lifecycle management: Client acquisition; Onboarding; Regulatory compliance; Relationship management; Client servicing; Business intelligence; and Client and relationship manager engagement.
By leveraging Microsoft’s industry leading Dynamics 365 platform, our solution is at the cutting edge of technology with regular product updates in line with global technological advancements and industry changes including incorporating innovative Microsoft technologies such as Teams, AI/ML and LinkedIn specifically customised for the wealth management industry.
Live chat and AI for financial services brands
Unlock opportunities with bots, automation and omnichannel chat experiences. WhosOn makes it easy for you to transform your financial institution with best-in-class live chat and AI technology.
Meet, Willow. Our proprietary AI generates human-centric solutions that enhance performance and productivity while also pinpointing benchmarks and revealing opportunities. Through self learning and automated reasoning, our AI continually evaluates new and past interactions to interpret and improve positive outcomes — all while external conditions and internal goals change. And because optimization never stops, the benefits never stop.
Increase Marketing ROI with our Multi-touch Attribution Modelling Software
Advertisers typically realize a 15% – 44% improvement in marketing ROI with our advanced multi-channel machine-learning Bayesian algorithm We can give you true insight on performance all down to channel, campaign and device-level.
Yabber was created to help companies improve standards in compliance and workflow processes, specifically within customer contact centres. Having the knowledge and experience of helping various companies across the finance sector in the UK, Ireland and Europe, we designed and built our own technology platform to support our experienced team of contact centre professionals.
The Yabber team have the history and experience of running some of the largest customer service teams, including in sales and contact centre environments, across the globe. That experience covers both retail and investment banks, lenders, intermediary markets, insurance, fintech, travel and utilities.
Whether you’re a growing company in the world of banking, insurance, wealth management or investments, delivering seamless support at scale can be a challenge. With Zendesk, all your client data is in one place—which allows your team to give advice and answer questions faster. And with the highest standard of data security, you can ensure that all of it stays safe and sound—giving them peace of mind and a better experience.