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.

 

Transformation

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:

Capability, Conduct and Culture

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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.

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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.

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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.

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

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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