Transforming the world of transactions with Gen AI

Banking & Finance

20%

Increase in customer retention

15%

Reduction in Cross-Sell & Upsell

10%

Reduction in process TAT

*Based On Client Scenario

Banks lose ~20% of clients due to poor customer experience

Neglecting customer experience in banking and finance can lead to increased customer dissatisfaction and trust erosion, impacting profitability.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and banking support interactions

Data Breaches and Privacy Concerns

Banks vulnerable to cyber-attacks, distrust

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Winning customers trust through experience centric workflows

Customers' trust is directly proportional to their smile & experience.

CX Management with Gen AI

Goal: Enhance customer interactions and service through Gen AI-driven personalization and efficiency.

Use Cases

Personalized Assistance
Omnichannel Support
Predictive Service
Lifecycle Management
Customer Retention
Financial Education via Chatbots
Facilitated Customer Onboarding
Analytics for Product Recommendations
Financial Health Checks

Making Life Easy For

Customers
Customer Support team
Finance & Operations team
Risk & Compliance team

Download Datasheet

Maximizing Revenue Potential

Goal: Capitalize on revenue opportunities using AI, analytics, and digital innovations for effective cross-selling, upselling, and customer acquisition.

Use cases

AI-Driven Customer Acquisition
Intelligent Cross-Selling
Personalized Loan Selling
Data-Driven Product Pricing
AI-Enhanced Security
Customer Feedback-Driven Development
Predictive Analytics for Finance
Digital Marketing Segmentation
AI Credit Scoring
Automated Financial Advisory

Making Life Easy For

Sales Teams
Marketing Teams
Product Managers
Senior Management

Download Datasheet

Reduce Operating Costs

Goal: Achieve cost efficiency in banking operations through AI-driven automation, process optimization, and streamlined workflows.

Use cases

Automated Account Management
Efficient Transaction Monitoring
Back-Office Automation (RPA)
ITSM Modernization with Gen AI
Automated Compliance Reporting
Predictive Infrastructure Maintenance
Digital Document Processing
AI-Enhanced Service Requests
Optimized Resource Allocation
Self-Service Portals

Making Life Easy For

Operational Managers
IT Teams
Finance Teams
Customer Support team

Download Datasheet

Modernize Digital Workflows

Goal: Transform and enhance digital workflows in banking operations, emphasizing scalability, adaptability, and efficiency.

Use cases

Digital Loan Processing Workflow
AI-Driven Loan Approvals
Efficient Client Onboarding)
Digital Customer Support
AI Regulatory Workflow
Integrated Risk Management
IT Change Management Digitization
Digital Loan Disbursal
Resource Allocation in IT
Digital Compliance Management

Making Life Easy For

Customers
IT Teams
Branch managers
Compliance Teams

Download Datasheet

Goal: Enhance customer interactions and service through Gen AI-driven personalization and efficiency.

Use Cases

MAKING LIFE EASY FOR:

Goal: Capitalize on revenue opportunities using AI, analytics, and digital innovations for effective cross-selling, upselling, and customer acquisition.

Use Cases

MAKING LIFE EASY FOR:

Goal: Achieve cost efficiency in banking operations through AI-driven automation, process optimization, and streamlined workflows.

Use Cases

MAKING LIFE EASY FOR:

Goal: Transform and enhance digital workflows in banking operations, emphasizing scalability, adaptability, and efficiency.

Use Cases

MAKING LIFE EASY FOR:

Unlock Your Competitive Edge

Transform Member Experience with CX 2.0

Seamless, personalized interactions across all channels await

Solutions for Digital Experience in FinServ

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel
CX

Cloud
Contact center

ITSM
Modernization

CUSTOMER
ANALYTICS

SUCCESS STORY

Transforming CX Across All Channels

Discover how a leading financial services company revolutionized its global customer service with Freshdesk Omnichannel & Twillio. Confronted with the challenges of limited customer communication and workflow inefficiencies, the company, in partnership with B-TRNSFRMD, adopted a comprehensive Omnichannel strategy.

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Our complimentary CX assessment helps customer experience, IT & business leaders identify gaps and align strategies with technology to meet the organization’s unique objectives.

Banking & Finance

*Based On Client Scenario

Banks lose ~20% of clients due to poor customer experience

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and banking support interactions

Data Breaches and Privacy Concerns

Banks vulnerable to cyber-attacks, distrust

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication

Follow-up issues, no callbacks, and high call abandonment.

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Outdated CRM and IT Challenges

Old & complex systems lead to service & data sync issues.

Winning customers trust through experience centric workflows

Goal: Enhance customer interactions and service through Gen AI-driven personalization and efficiency.

Use Cases

MAKING LIFE EASY FOR:

Goal: Capitalize on revenue opportunities using AI, analytics, and digital innovations for effective cross-selling, upselling, and customer acquisition.

Use Cases

MAKING LIFE EASY FOR:

Goal: Achieve cost efficiency in banking operations through AI-driven automation, process optimization, and streamlined workflows.

Use Cases

MAKING LIFE EASY FOR:

Goal: Transform and enhance digital workflows in banking operations, emphasizing scalability, adaptability, and efficiency.

Use Cases

MAKING LIFE EASY FOR:

Unlock Your Competitive Edge

Solutions for Digital Experience in FinServ

Impact business KPIs by harmonizing people, processes, data and technology. Our solutions streamline workflows, accelerate time to value, elevate operational excellence and customer value.

Omnichannel CX

Cloud Contact center

ITSM Modernization

CUSTOMER ANALYTICS

Transforming CX Across All Channels

Key Achievements:

Claim Your Free CX Platform Assessment

Discover opportunities for value creation:

Managing Partner, B-TRNSFRMD

Managing Partner, B-TRNSFRMD

Featured Insights

Guide On Freshservice Best Practices for Healthcare

E-Book and Guide

Streamlining Healthcare Contact Center Operations

Case Study

ServiceNow Implementation Playbook

E-Book and Guide

Delivering Tangible

Business Outcomes

Drive Revenue via Upsell/Cross-sell

Increase Customer Satisfaction

Increase Time-to-Value for initiatives

Operational Agility and Flexibility

Decrease Total Cost-of Ownership

Take your first step in experience transformation journey

Omnichannel
CX

Cloud
Contact center

ITSM
Modernization

CUSTOMER
ANALYTICS

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