Digital Automation to Enhance the Financial Services (FS) Client Servicing Experience
Automate client micro-engagements and task completion for critical Financial Services processes
Know-Your-Cutomer (KYC)
Paperless enrollment
Communication channel preferences
Outreach methods like letters and emails garner low response rates — heightening compliance risks
Enroll customers into obtaining consent for digital communications remains a hurdle
Outdated contact preferences are difficult to detect and resolve
Proactively prompt customers to verify address and contact details
Easily allow customers to opt-in to paperless as a natural next step
Allow customers to quickly update preferences within a continuous journey
Auto-populate with native geo-location and CRM integrations
Consolidate customer asks to efficiently complete all tasks
Automate two-way interacts to customers through their channel of choice
Boost completion rates within weeks
Streamline customer engagement and automate processes with Ushur Invisible App™.
Gully customizable design for a modern, intuitive experience
Enterprise-class security and compliance safeguards the transmission of PII
Rapid time-to-value with no coding involved
Native geo-location auto-populates customer addresses, eliminating friction from manual entry
End-to-end self-service across all channels for convenience and flexibility