“We required a system that was flexible, user-friendly, and that could integrate with a variety of the systems we had in operation to monitor and report. CRM offered so much more. We couldn’t be happier.”
Jeanne Hamman – Client Care Manager – Santam
Financial Service Providers (FSPs) manage massive client bases, all with unique profiles and demands. To ensure an FSP evolves along with technology, client interactions should be based on data, not assumptions.
Existing data is used to drive client acquisition and retention strategies by tapping into the unique requirements and behaviors of an FSP’s client base. Unlock next-generation client-engagement experiences for banking and insurance clients by speaking to their financial needs and goals.
How does Mint’s Data-Driven Insights offering empower Financial Service Providers?
Through a combination of Artificial Intelligence, Cognitive Computing, and Dynamics 365, Data-Driven Insights accesses existing data to identify patterns and trends, and arms FSPs with data that enables targeted decisions and strategies, outcome predictions, and disruption, with more certainty and success.