Digital Mission

Digital First Capital Markets

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Customer Engagement Digital Channels

Improved Customer Experience

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.

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