Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and PowerApps Pages.
Avanade Retail Banking Accelerator for FSI Cloud helps financial institutions to overcome the disruptions faced by financial services industry such as evolving customer expectations, changing business models, effective cross-selling by incorporating the capabilities of Dynamics 365 Microsoft Cloud for Financial services.
This solution offers financial advisors with a 360-degree view of the customer which helps them to deliver a more personalized banking experience to the customer. Advisors can leverage unified customer profile which includes life events, connections, household, and financial details to have an inclusive view of customer’s financial situation. Advisors can provide personalized product recommended to customers based on the product affinity score and grade generated using an AI algorithm based on portal activity, segment, chatbot activity, and assessment score of customers. Customers can get insights into their banking capabilities such as Goal calculator, Referrals, Account, and Product details from the self-service portal. This solution also offers chatbot provides pro-active, intelligent, truly human customer service experience from portal. Chatbot gives educational information about the products, enables collaboration between customer and mortgage specialist. FS Cloud Retail Banking accelerator provides customers with easy access to loan apps. Customers can conveniently apply for and keep track of a loan and then access an automated pipeline to review and validate application information.
Avanade Retail Banking Accelerator for FSI Cloud leverages the collaboration manager in MS Teams Collaboration manager utilizes Teams to manage loan process. It helps Loan managers with appointment scheduling, cross team collaboration, task, document, and approval management. then access an automated pipeline to review and validate application information.
**Pricing varies based on the scope of the engagement.