Financial Services Client Services Portal App

Delivering a holistic, personalised digital client experience is a challenge that many financial services organisations still face, and it’s one they need to win if they are too remain competitive in an era of increasing threats and innovation.

To meet the expectations of today’s clients, firms need to invest in technology that advances the experience thanks to advanced features such as AI, automation and chatbots. With the FS Xcelerator Client Services App, firm’s can now access the full power of Dynamics 365 and the Power Platform to meet the needs of today’s digital-first clients.

• Complete client services solution
• Omni-channel communication
• Fully configurable case management capability
• Advanced case escalation
• Guided case process flows
• Self-service client portal for logging & viewing cases
• Automated responses and updates
• Knowledgebase of FAQs, regulatory info and articles

As factors such as agility, resilience and business continuity become ever more important for financial services organisations, the move to accelerate digital transformation initiatives becomes parmount.

Register for our free FS Xcelerator Discover Workshop and our consultants will conduct a high-level review that explores your current environment, your biggest challenges and your future requirements.