Financial Services

Breakthrough Business Insights for Superior Sales Enablement, Customer Service Excellence, Risk Reduction and Cost Savings

The most successful financial services firms are those with the deepest actionable insights into their customers, operations, investments, risks and market trends.

Getting this vital intelligence requires much more than working with structured data alone, as in decades past. Today's business breakthroughs require once-unimaginable combinations of structured data, unstructured content (sich as documents, websites, wikis, email, call center logs, social media), fast-growing sources of "Big Data" and much more.

This once-daunting information management challenge has been solved by Attivio's Active Intelligence Engine (AIE), used by the world's largest global financial services organizations to achieve game-changing insights to drive higher revenue and customer loyalty, while slashing operational costs and ensuring regulatory compliance.

Attivio AIE is a complete unified information access platform that freely integrates, correlates and presents related structured data and unstructured content with no advance data modeling required. The result: Attivio AIE helps financial services firms reveal new business opportunities and solutions that would otherwise remain undiscovered, while eliminating enterprise information silos.

Attivio's proven Active intelligence Engine-powered solutions for financial services include:

Sales Enablement through a true 360 degree view of the customer. Attivio AIE helps maximize customer retention, up-selling/cross-selling and wallet share with highly actionable true 360 degree views of the customer that drive exceptional customer service, marketing and sales campaigns, account management and more. Attivio's 360 degree views freely unify all information sources – internal and external, structured and unstructured – from customer transactions and account history to customer interests and sentiment expressed about the company and its products.

Online Customer Experience Management. Attivio AIE provides financial services customers with a highly customized, personalized and engaging online experience that powers customer acquisition, retention and upselling. Financial services firms leverage Attivio AIE's unified information access spanning all data and content stores, advanced relevancy models, content filtering and more to generate precise recommendations and maximize customization of the customer online experience in ways no other solution can.

Service Knowledge Expert (SKE). SKE is a service knowledge management system that goes beyond your formal knowledge base to provide a 360 degree view of all enterprise data and content related to a given incident, complete with recommendations of information most likely to quickly resolve that incident.
 Unlike other solutions, SKE leverages all of your collective enterprise knowledge, unifying your knowledge base and all other sources of organic service knowledge buried within silos of databases, content systems, wikis, SharePoint, file servers, email archives, log files and more. Even better, SKE constantly improves its resolution recommendations over time and enables in-depth business intelligence (BI) to monitor and act upon any aspect of support performance and service management.

Next-generation enterprise search. Many leading global financial services firms have put an end to the high costs and poor performance of their legacy enterprise search tools with the unified information access power of Attivio AIE, bringing together all enterprise information, structured and unstructured, in ways legacy search simply cannot match. Unlike enterprise search tools, Attivio AIE provides unrivaled scalability using commodity hardware, with unrivaled Active Security technology that ensures real-time and accurate, secure access to sensitive content, supporting even the most complex user permissioning models with high performance and no latency.

Active Regulatory Management. Attivio ARM automates the processes of online monitoring and harvesting new and updated rules from hundreds of global regulatory websites, regardless of the published format, as well as managing all compliance workflows, from alerting policy owners of rule changes to completion of internal policy updates. Attivio ARM also monitors financial news sites to proactively identify and respond to rule changes proposed or being considered by regulators.