Software that empowers financial institutions to develop deeper, trusted & more profitable customer relationships through delivering great customer outcomes.

Enabling responsible growth by continuous improvement of people capability, improved conduct, compliance and transparency.

 

 

Capability

Drive desired behaviors by embedding your capability framework into daily life.

Compliance

Complying with laws, regulations,
rules, self-regulatory standards and
codes of conduct.

Conversations

Engage your customers with needs based, compliant conversations.

 
 
 

Transformation

Financial institutions are shifting away from their long-established selling practices (cross-selling & and volume-based metrics) 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:

Capability, Conduct and Culture

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Enabling your people capability framework to drive the right behaviors, culture, conduct and performance.  Colleagues are coached and rewarded to serve customers well and deliver good customer outcomes.

Governance and Compliance

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Robust compliance controls to ensure good customer and conduct outcomes are achieved. Enable strong governance structures to drive individual responsibilities and abide by all relevant laws and regulations.

Alignment to Customer Needs

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Ensuring customers are only sold products that align to their needs. Any information or advice provided is suitable, relevant and communicated in a clear fair way - with ongoing proactive management that products remain in customers best interests.

 
 
 
We saw a 7% uplift in revenue across the branches in the control group.
— Retail Bank Exec
 
 

Experience SeeEverything Coaching

 
 
 

Features designed for financial services

 

 
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Dashboard

Get complete visibility of coaching, compliance and customer relationship metrics & insights. 

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Actions

Turn insights into actionable items with our simple, elegant actions engine.

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Digital Forms

Turn paper forms and controls into beautiful digital experiences.

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Security

All your data stored securely in the cloud.

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Sign off

Add two party signoff workflow to help document positive reinforcement of desired outcomes.

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Audit

See the evolution of a form, conversation or control over time.

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Search

Instantly search using keywords to find a specific team, employee, form, control, action or insight.

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Notifications

Notify your staff of their coaching and compliance obligations through simple weekly messages.

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Machine Learning

Turn on machine learning to bring insights derived from analysis of structured and unstructured data.

 
 
 

Easy integration for both SaaS or on premise

All you need is your organization hierarchy

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