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

*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 icon

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times icon

Long Wait Times

Prolonged waits for appointments and banking support interactions

Data Breaches and Privacy Concerns icon

Data Breaches and Privacy Concerns

Banks vulnerable to cyber-attacks, distrust

Poor Active Communication icon

Poor Active Communication

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

Inadequate Agent Guidance icon

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Inefficient IT and CRM Systems icon

Outdated CRM and IT Challenges

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

Fragmented Customer Journey icon

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times icon

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Data Breaches and Privacy Concerns icon

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication icon

Poor Active Communication

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

Inadequate Agent Guidance icon

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Inefficient IT and CRM Systems icon

Outdated CRM and IT Challenges

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

Fragmented Customer Journey icon

Fragmented Customer Journey

Poor and inconsistent experiences across different banking channels

Long Wait Times icon

Long Wait Times

Prolonged waits for appointments and during clinic visits.

Data Breaches and Privacy Concerns icon

Inefficient Service Scheduling

Difficulties in efficiently scheduling and rescheduling appointments.

Poor Active Communication icon

Poor Active Communication

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

Inadequate Agent Guidance icon

Inadequate Agent Guidance

Insufficient information or guidance for customer service representatives.

Inefficient IT and CRM Systems icon

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.

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
  • Scheduling Team
  • Marketing team

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

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

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

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

Use Cases

Businessman handshaking in the meeting

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

A female employee using sticky notes in the sales chart

MAKING LIFE EASY FOR:

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

Use Cases

calculating cost in calculator

MAKING LIFE EASY FOR:

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

Use Cases

A sales employee presenting data in desktop

MAKING LIFE EASY FOR:

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.

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:

A female employee providing online support by using headset and mic

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.
Gans Subramanian thumbnail image
Gans Subramanian

Managing Partner, B-TRNSFRMD

Gans Subramanian Standing
Gans Subramanian

Managing Partner, B-TRNSFRMD

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Welcome to the experience transformation journey.

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