Customer Centricity

Customer Centricity

Gaining a Competitive Advantage with Customer Centricity in Finance.

What is Customer Centricity?

Empower your customers

Customer centricity is about putting the customer in the driver’s seat. For a customer-centric business, the client’s feedback, their happiness and their loyalty are the guiding light for the business from philosophy to daily operations to innovation.

Gaining a Competitive Advantage with Customer Centricity in Finance

Over the years, consumers have rapidly and broadly adopted new customer-centric technologies built with their needs in mind. Largely driven by innovators such as Apple, Amazon, Netflix, Google, and Uber, these personalised digital experiences have significantly raised the bar across many industries, including financial services. This shift has not only given rise to the rapid growth of a customer-centric fintech sector, it has also put increased pressure on Financial Institutions (FIs) to deliver the same quality of digital experience that consumers are receiving from fintech and other industries.

As digital financial products and services become more commoditised, standing out in the crowd requires moving from a product-centric focus to a more customer-centric experience – from transactions to interactions. Envestnet | Yodlee data and AI-driven solutions enable both FIs and fintech providers to efficiently deliver the customer-centric digital experiences customers demand.

How Financial Institutions Can Enhance Financial Wellness with Conversational AI

One of the best ways for FIs to put their customers at the center of engagement is to interact with them directly, in a way that’s personal and convenient. Built from the ground up and focused on FI consumers, Envestnet | Yodlee® Financial Wellness Solutions make it easy for FIs to provide the actionable advice and personalised financial coaching customers need. Now, with the addition of Envestnet | Yodlee Conversational AI, customers have the opportunity to interact with their FIs on their terms, using natural human language on any device, across all major conversational ecosystems – including Amazon Alexa, Apple Siri, and Google Assistant. Through Envestnet | Yodlee Conversational AI, FIs can partner more closely with their customers and become a trusted ally on their customers’ journeys to financial wellness.

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Fintech Solutions Can Build and Launch Faster with New Developer Experience

Fintech was built on a foundation of customer centricity, but developing these solutions takes time. Envestnet | Yodlee’s new supercharged developer experience gives developers a head start by providing an industry-leading combination of enhanced performance, best-in-class tools, and the world’s most comprehensive data coverage from over 20,000 sources. The developer experience includes access to high-quality data delivered at faster speeds, state-of-the-art developer tools, increased customer support, and a “no-cost to start” pricing option available in the U.S. As a result, developers can build, test, launch, and scale customer-centric solutions faster than ever.

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