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.
Drive desired behaviors by embedding your capability framework into daily life.
Complying with laws, regulations,
rules, self-regulatory standards and
codes of conduct.
Engage your customers with needs based, compliant conversations.
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
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
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
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.
Experience SeeEverything Coaching
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.