Financial Services

For financial services companies, effective communication with customers depends in large part on the companies or their agents having necessary information about their customers’ behavioural patterns, account history, and interaction history. 

Analytical tools can help reveal these patterns. But making use of this disparate data is tricky.  Integration is always a challenge.

In the current financial services market, with wafer thin margins, the challenge is even greater.

Anaeko provides the integration holy grail: access to disparate customer data resources wherever it’s needed – without the need for expensive, hard-wired web services engagements. 

The most effective financial services firms realise that optimum customer service depends on front office staff, utilising contact centre solutions, having access to information that may be held in disparate databases. 

Therefore systems integration and workflow technologies are being embraced – but often with patchy results. 

Customer care staff also use supporting applications – perhaps integrated with knowledge management applications – that provide, in conjunction with contact centre applications, important information to customers.  Such information might also be available via self-help portals on the Internet, directly to customers.  But the effort involved in getting data where it needs to be can be time-consuming, costly and frustrating.

Anaeko, using its proven expertise in agile-based data integration, works with financial services organisations to provide accountable, effective solutions faster.