Financial Services

Transforming the Customer Journey

The customer experience does not end with a smart mobile app or a re-designed on-line experience. The speed of the processes, the quality of the ongoing communications, the trust in the security of personal information and the overall responsiveness of your organization, are critical components of Digital Transformation, which drive customer loyalty.

Alfresco is working with leading banking and insurance organizations of all sizes around the globe to transform the end-to-end customer experience from the first contact to the last interaction.

Accelerating the use of the cloud and mobile, Content and Process Management technologies can manage customer information in hybrid models. Alfresco enables Financial Services organizations to reduce costs, improve agility and ensure audibility and compliance.

Contact Alfresco about financial services

Talk to a
Financial Services Specialist

US - +1 888 317 3395
EMEA - +44 (0) 1628 876 600

“We chose Alfresco because it’s open source and has flexible and scalable capabilities to transform our business. We have now automated almost every document process in the company with Alfresco. The business has really embraced it.”
– Denise Blankinship, VP Business Analysis, Church Pension Group

Client Onboarding

The impact of Digital Transformation starts from the very first contact with the potential customer. Their first experience, whether that is opening an account, requesting a mortgage, a personal loan, or setting up a new insurance policy, is crucial. Alfresco ensures that the speed, accuracy, relevance and responsiveness of that first transaction makes all the difference for your customer.

Enhance onboarding experience and avoid customer frustration of repeated form-filling
Speed up critical processes like the authorization of new loans or approvals of new policies
Enable business analysts to easily create forms and optimize workflows

Understand how migrating your ECM to Alfresco could deliver a 201% ROI

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“We knew if we wanted to deliver something that business users valued, we had to turn this into a business initiative and not just an IT initiative. We didn’t just want to implement a new system, we wanted to revolutionize the way we do business.“
- Brian Grey, CIO, Baldwin & Lyons

Customer Communications

Communicating with customers goes far beyond issuing statements, policies, and product promotion leaflets. Alfresco enables customer self-service that saves valuable time for the customer and operational resources for the organisation. At the same time Alfresco lays the foundation for a continuous, personalized engagement and dialogue.

Enable next generation communications - make critical account information available to the customer securely wherever it is needed on any device
Get the 360° view of your customer including insight into all their interactions with your organization, by eliminating operational content siloes
Ensure with auditable processes and embedded controls that customer communications remain compliant with legal and regulatory mandates

“Alfresco serves as a portal for sharing documents associated with our wealth platforms. It’s a very business critical solution. Alfresco has made it easy for us to switch from IBM DB2 Content Manager."
— Martin Beaumont, IT Strategy Consultant, Old Mutual Wealth

Servicing Customer Requests

From simple address changes to complex investment advice or handling complaints, each customer request should be handled with the same accuracy, efficiency and courtesy as their very first interaction. Because in today’s world of internet services, mobile apps and disruptive new offerings, customers have more options than ever before.

Boost the efficiency of your customer service and shorten your response times to the customer
Provide full insight into the current status of customer requests from anywhere without compromising information security
Improve customer loyalty and reduce attrition by continuously improving the responsiveness and quality of your customers’ service requests