Today’s customers are self-empowered and are here to challenge the status quo. They have lost trust in financial services providers, and are dissatisfied with advice not being tailored to their personal requirements.

They are demanding a better, more transparent and tailored relationship. They are rapidly moving to disruptive new competitors who win loyalty with seamless digital experiences, and use analytics to deliver proactive and personalized advice.

51% of wealth investors are dissatisfied with advisors’ ability to meet their needs.

72% of banking clients would rather bank with digital pioneers like Google, Apple and Amazon.

Only 30% of insurance clients are having positive experiences.

Predictive Insight and Personalized Engagement

Content Intelligence for Financial Services

Data is the greatest opportunity and the greatest challenge. The volume, velocity and variety of data is unmanageable if untamed and unconnected. But if turned into actionable intelligence, it holds the key to making smarter, customer-centric decisions.

In financial services, content is your business. It is the primary medium for demonstrating your expertise, building trust and credibility, and staying top-of-mind with your customers as they research their financial challenges and goals.

The smart application of technology to improve the customer experience is the only source of competitive advantage. Now is the time to develop a strategy for providing proactive, tailored advice, delivered across digital channels and through digitally-enabled advisors.

Data: Content: Experience:

Challenges

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Source: Salesforce research 2015

Content Intelligence is a powerful new way to understand and influence the customer journey. It turns the behavior of individuals into powerful intelligence and predictive content recommendations. This empowers your organization to make better decisions and deliver a more relevant, engaging and profitable customer experience.

By analyzing the content consumption of every individual interacting with your digital channels, and employing our advanced artificial intelligence engine to understand the nuanced meaning behind each piece of content, idio automatically builds financial interest profiles which predict the interests and intent of every prospect and customer.

Content Intelligence PlatformWe believe you are what you read: Your customers’ content choices explain what they are thinking and what they are going to do next.

Get started:

idio only requires a few lines of code to get started, and instantly generates predictive intelligence about your customers.

By integrating with major marketing and CRM vendors, idio quickly adds strategic value to your existing technology investments.

Built with cutting-edge cloud technologies, idio’s platform processes millions of interactions per day for global financial enterprises.

Speed: Integration: Scale:

Digital Advisor:

Employing real-time financial interest profiles, idio can automatically predict and surface the right research, advice and financial products at the right time for each individual prospect or customer.

Web/Email/Mobile: This Next-Best-Content approach enables you to listen, understand and respond to the reader’s digital research journey, in real-time. This delivers a richer and more engaging digital experience and substantially reduces customer cost-to-serve through a 24/7 available digital advisory platform.

Advisor: By feeding real-time profiles and content recommendations directly into the advisor interface, idio can ensure that your client advisors don’t waste valuable time sourcing relevant information, and instead focus on build credibility and trust by delivering proactively on the needs of their clients.

Analytical Banking:

Content Intelligence provides a powerful and predictive data layer, which gives new insight on customer behavior. idio also provides the means for this to be blended with existing approaches and datasets to drive increased value.

Experience: Leverage actionable intelligence on the customer journey and path to conversion, to better attribute value across customer touch-points, campaigns, segments and goals.

Revenue: Measure uplift through predicted cross and upsell opportunities, and deliver new product and service innovation with demand predictions through customer intelligence.

Research: Stop wasting valuable resources on producing content which doesn’t match your customers’ interests. Use data-driven content analytics to understand where content gaps and saturation points are within your existing strategy, and drive increased utilization across digital and sales channels.

UK: (+44)203 540 1920 US: (+1)844 438 4346 idioplatform.com