the art of banking: how to accelerate your customer journey
TRANSCRIPT
What’s New in Banking Technology?
The rate of technology innovation in finance
has never been higher.
Mobile technology
might save the banking
industry $1.5B a year
Blockchain technology will
allow companies to transact
without a central authority
What’s New in Banking Technology?
McKinsey advises banks should be monitoring:
• Business-model disruptors
• Process innovators
• Technology start-ups outside the financial sector
• Digital banks
• Platform attackers from other industries
(such as e-tailing)
A Commercial Banker Bucket List
Deal with the loss of customer confidence
that came with the economic market upheaval
Establishing a strong customer relationship, and retaining
it throughout the customer journey lifecycle, is hugely important.
Deliver to customers who are demanding
both speed AND personalized service
Capture and retain clients who have
changing attitudes and expectations
1
2
3
for establishing a strong customer relationship
To retain your customers, you must truly know them.
The customer experience must be consistent and coordinated across channels.
Create Value by Unifying Information
Omni-Channel Success
The customer must feel like all interactions with the bank flow
from one to another. In an omni-channel world, this requires a digital
platform that can unify all customer data seamlessly.
Reimagine Meaningful Customer Relationships
In the past customer relationships were in-person
and personal. Now, innovative technology can be
used to help achieve these goals.
Banks can use a digital platform for their
Commercial Action Center. The platform helps
manage expectations and improves compliance,
freeing up more time for relationship managers
to focus on the customer.
Accelerate the Customer Journey
Banks have always been concerned with different
customer segments. Today, the industry requires more
segmentation, speed and personalization than ever before.
Customer On-Boarding
Your products and services must be quickly configured to individual needs.
Banks are doing interesting and artful things with technology.
The Banker’s Challenge
That’s how to win #TheBankersChallenge!
Those few that focus on the customer to deliver immediate strategic improvement.
Which are the most important innovations?
Commercial bankers operate in a highly complex
environment. With The Appian Platform, bankers can take
advantage of immediate on-boarding improvements
and advance their digital transformation strategy to win
the customer at digital speed.
Win the Customer at Digital Speed
www.appian.com/blog
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