The Next Best Action for Banks – Part 2
DISTRIBUTE, OPTIMIZE AND TRACK Financial institutions' "Know Your Customer" (KYC) expectations must go far beyond the regulatory requirements. To compete with today's FinTechs and tech giants, banks and credit unions need to better leverage their customer data to drive timely and relevant customer engagement across channels. Next Best Action capabilities deliver engaging experiences by anticipating customer needs and helping customers solve problems or make better financial decisions in real time.
The secret to financial success is getting the right message to the right customer at the right time. This process requires planning, preparation and expertise to succeed. In the first part of this series, we discussed the data collection and analysis to enable Next Best Action capabilities. This webcast explores the distribution, optimization and tracking of those communications across channels.
Business professionals seeking to learn about emerging technologies and drivers shaping the future of the financial services industry. This series is geared towards those who are developing and executing solutions that address the emerging data, business, marketing, customer service, digital experience and technical challenges.