Capital Investment Solution | Tech Mahindra

Driving Action
with Data

Our Capital investment solution(C360) builds in-depth customer relationships by enabling an omnichannel view of customers, dependents, and partners.

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Our Capital investment solution(C360) builds in-depth customer relationships by enabling an omnichannel view of customers, dependents, and partners.

The financial services industry is undergoing a profound transformation. It is embracing modern technology to digitize operations across both front and back ends. This evolution fuels a growing adoption of innovative platforms. Finance professionals increasingly need tools that harness data insights to deliver personalized products and services to their customers and partners.

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businesschallenges

Tackling Business Challenges with Smart Solutions

The financial services sector faces hurdles impeding growth and customer satisfaction:

  • Lack of integrated transaction experience due to outdated legacy banking systems, such as core banking and wealth product recommendation engines
  • Need for inclusive and connected banking experiences accessible to all customer segments
  • Lack of insights from social media channels and the inability to capture customers’ digital personas, sentiments, and behaviors
  • Missed opportunities to track customer life events and considerations across diverse channels and deliver personalized experiences

Leveraging Data to Drive Success

Our Capital Investment solution digitizes traditional legacy financial applications such as core banking systems, wealth advisory engines, and partner ecosystems, and consolidates their data into the C360 application. This enables an insight-driven decision-making process, allowing teams to predict customer needs, develop tailor-made pitches for financial products, and significantly increase the likelihood of sales.

Furthermore, our solution delves into the financial data to uncover hidden opportunities to engage customers, dependents, friends, and partners in financial planning and new product setups.

Enhancing Your Decision Making With Powerful Features

Social Media Integration

Integrates with social media platforms to understand the digital personas of your customers and their financial holdings, liabilities, retirement planning, and life events.

Data Analytics

Applies analytics onto the financial data for well-informed decision making.

Marketing Campaigns

Enables execution of targeted marketing campaigns.

Channel Recommendations

Leverages insights to choose appropriate communication channels for engaging with prospects.

Solution Benefits

Omni-channel System

Enhance IT systems within financial institutions through omni-channels for agents and business relationship managers, and enable seamless cross-sales.

Customer Segmentation

Provide segmentation of customer demographics based on behavioral analysis and family events.

Increased ROI

Grow revenue opportunities for the financial Institutions.

Improved Efficiency

Raise efficiency for relationship managers and agents as they get to know customers, their families, and partners.

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