Kịch bản onboard chủ thẻ mới
Thiết lập quy trình onboard đầu cuổi cho chủ thẻ mới hoàn toàn trên Activation CDP.
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Siloed customer data across departments creates a blind spot when it comes to understanding the customer journey and their needs.
Rising competitors and customer expectations create a two-pronged challenge for finance companies: acquiring new customers and keeping existing ones engaged.
Stricter data privacy regulations and increasing cyber threats require robust data management and security solutions to ensure compliance and build customer trust.
Acquiring customers is just the beginning. The key is to leverage data to personalize loyalty programs, identify upselling opportunities, and unlock customer potential for long-term value.
The digital revolution demands a shift in FSI customer engagement. A CDP unlocks a unified view of your customers, revealing goals, risk profiles, and preferences beyond basic demographics. This empowers business to personalize financial plans, predict churn, and identify upselling opportunities.
By tracking every touchpoint and interaction across the client lifecycle, business can provide timely, relevant advice that aligns with clients' financial objectives. This capability not only boosts client engagement but also fosters trust and loyalty over time.
CDP enables financial institutions to deliver personalized experiences across various channels, including online portals, mobile apps, and chat platforms. Through smart automation and rule-based systems, finance professionals can engage clients proactively, ensuring consistent and convenient service delivery regardless of the channel used.
Fostering long-term financial relationships is paramount in the finance industry. By enabling finance professionals to nurture client relationships through tailored financial advice, proactive communication, and value-added services, CDP helps promote financial wellness and cultivate advocacy among satisfied clients.
Mobio thrives in the banking sector, serving almost one-third of the Vietnamese market. Our confidence stems from providing highly effective, tailored solutions for each bank's unique needs. Ready to embark on your digital transformation journey?
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