Financial institutions are shifting away from their long-established selling practices and moving toward a new approach that drive good customer outcomes.
SeeEverything software enables Financial Institutions to create a new paradigm in customer experience. This is enabled via three critical components:
Improve your staff skill-base and drive desired behaviors by digitizing your coaching frameworks. Enable your people capability framework to drive the right behaviors, culture, conduct and performance. Identify and track actions to drive uplift.
Embed compliance controls to ensure good customer and conduct outcomes are achieved. Verify the right things have been done - complying with laws, regulations, and quality assurance frameworks. Highlight and drill into issues across the business, and capture corrective actions.
Ensure that customers are only sold products that align to their needs, by guiding conversations structured around their goals and life moments. Ensure information or advice provided is suitable, relevant and communicated clearly - with ongoing proactive management that products remain in customers best interests.
Features designed for financial services
Get complete visibility of coaching, compliance and customer relationship metrics & insights.
Turn insights into actionable items with our simple, elegant actions engine.
Turn paper forms and controls into beautiful digital experiences.
All your data stored securely in the cloud.
Add two party signoff workflow to help document positive reinforcement of desired outcomes.
See the evolution of a form, conversation or control over time.
Instantly search using keywords to find a specific team, employee, form, control, action or insight.
Notify your staff of their coaching and compliance obligations through simple weekly messages.
Turn on machine learning to bring insights derived from analysis of structured and unstructured data.