Current Situation
Capital markets firms’ ability to improve customer experience and realize greater engagement through digital channels is frustrated by a need to balance regulatory and risk constraints with personalization and customization efforts.
Goals and Objectives
Explore the development of a scalable cloud platform that supports a diversity of product and service integrations, facilitates real-time personal interactions, and encourages self-service personalization.
Technology Deployed
Cloud, data analytics and visualization, digital assistants, artificial intelligence, machine learning, social, and mobile
Use Case Summary
Capital markets firms continue to explore digital channel strategies as a primary means to improve customer experience.