Describing a Model and the Technology to Meet Customer Needs in an Omni-Channel Delivery Ecosystem

Customers expect to seamlessly transition between digital and human delivery channels. This shift in customer preference requires successful financial institutions to adopt a customer-centric, technology-driven business model to increase acquisition and improve relationship expansion. 

In this interview, David Engebos, President and COO of ARGO, discusses how technology and analytics empower financial institutions to keep a finger on the pulse of their customer base throughout the customer journey by: 

  • Leveraging institutional knowledge from website navigation, self-disclosure, and application processing through digital and human channels to strengthen customer acquisition and relationship expansion. 
  • Quantifying intent and purchase propensity through analysis of digital behavior and need signals, generating leads for the institution. 
  • Providing bankers with a cross-channel, 360-degree view of consumer needs, resulting in relevant and timely content deployment through decision engine-driven engagement campaigns. 
  • Continually improving strategies and outcomes through management insight utilizing visualization dashboards with drill-down KPIs for continual process improvement, productivity optimization, pipeline forecasting, and revenue expansion. 

Fill out the form on the right to download this interview and learn more about how Connects improves customer acquisition and relationship expansion for financial institutions.