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Personalised Audio-Video Communications
Customer Experience Management
Enterprise Communication Hub
Digital Marketing
For Banking Industry
Aurionpro is a leading technology products and solutions provider that helps
enterprises to accelerate Digital Innovation, securely and efficiently.
We combine our core domain expertise and thought leadership in innovation
and security domains with Industry’s leading IPs.
Aurionpro has been consistently recognised amongst the Top 100 technology
solution providers for financial services companies.
NA HQ.
San Ramon, CA
IPO
2005
Global HQ.
Mumbai
Founded
In 1997
108+
Mn USD
1370+
Employee
24 Offices
in 14 countries
Employees
Revenue Offices
100+
Customers
22
Countries
29
Fortune
500 Clients
Solutions
Delivered
Global
Customers
Clients
Trejhara is a public listed entity with presence in multiple countries. Trejhara provides digital solutions for both on-premise and cloud platforms.
Trejhara's Interact Suite, a globally renowned and award-winning product IP provides; a comprehensive, interactive, personalised communication
experience including analytics and customised audio-video communication across multiple domains.
Communications such as account statements, welcome letters/kit, remittance advices, personalised transaction advices,
reminders/alerts, tax certificates and other business communication via multiple channels i.e., email, web, mobile, WhatsApp, print, kiosk
etc.
This is used to reach out to customers, partners, dealers and agents more effectively and efficiently.
Interact Suite, Trejhara’s solution for Digital Communication, provides organisations a single platform for communicating marketing
and other business information e.g., account statements, remittance advises, transaction advises, reminders and other
correspondence and business managers across all communication channels i.e., email, web, mobile and print.
This platform helps organisations:-
• Improve their service quality and increase revenues: reaching out to customers via their preferred channel or preferred
language.
• Speed to Market for existing and new products/services: no need to wait for monthly cycle.
• Targeted cross sell and up sell: banner ads on statements relevant to individual customers, web banners relevant to a customer’s
profile or Real Time alerts using customer location information.
• Increase in brand image and value: consistency of brand’s “look and feel” across channels – centralised design and formatting of
statements etc.
• Reduction of operational cost: lower service costs as switch to online, call centre demand reduced, consolidation of statements
together.
Executive Summary
Our Key Offerings for Banking Industry
Simplified smart UI/UX provides
customers the ability to complete a
desired task easily and quickly.
Impressive look and feel with
enhanced visualisation provides an
easy-to-use interface for customers,
partners, employees, dealers and
more…
• Interactive content display across
devices
Interact DX is an advanced & centralized
customer communication
management platform that enables you
to create all forms of communications
across an organization from hybrid data
sources / legacy systems.
Interact AV provides audio video
technology to generate real-time
personalised video messages based on
user profiles. Use of Artificial
Intelligence (AI) enables us to greatly
improve quality for audio visual
communications for policy kits &
welcome kits, promotions, KYC
documents, customer servicing,
renewals, targeted marketing,
recommendations, tutorials, and
more…
Interact CX
Interactive content
management for
enhanced customer
experience
Interact DX
Customer Communication
Management
(CCM HUB)
Interact AV
Personalised Audio Video
Messaging based on AI
Interact DM
Digital Marketing Solutions
Marketing of products or services using
digital technologies on the internet,
including mobile phones and all other
digital mediums. Interact DM excels in all
digital marketing solutions such as real
time alerts and notifications, campaign
management, social media such as
WhatsApp implementation, URL
shortening and more…
Empowering Business – Digital Marketing
Shift towards Digital Experience – The Challenges
❑ Digital has shifted the control
from the enterprise to the
consumer. The
digital consumer has adapted to
the potential
of digital faster
than enterprises
❑ They are digitally connected and
expect seamless, consistent,
personalised communication
across channels, devices
and formats at a click
of the button
66% consumers confirm, that they will pay more for a great customer
experience
43% customer centric companies gained in performance compared to
34% decrease for companies who have negated customer experience
81% of customers view and engage with their organisation through
digital devices
The global customers experience management market size is
expected to reach USD 23.6 million by 2027, registering a CAGR of
17.7% from 2020 to 2027 – Grand view research Inc.
Interact Suite Footprint in BFSI Industries
Interact Suite is highly
established and a decade old
proven product in
the Banking industry.
Experience of working in:
❑Retail
❑Corporate
❑Wealth
❑Card
Experience in working with some of the largest core products such as:
Banking
• Equation
• T24
• Bancs
• Finacle
• Flex cube
• Temenos
• Oracle financial services
Integrated with core CRM solutions including:
• Siebel CRM
• Sugar CRM
• CRMnext
• Oracle CRM
• Salesforce
• Talisma
Stop Transmitting And Start Engaging Your Digital Consumer.
Merchants
Customers: Retail and Corporate
Welcome Kit
Statements
Notifications
Subscriptions
Disputes &
Complaints
Payment
Receipts
Alerts &
Reminders
Advices
Tax
Certificates
Advanced Interactive Communications, that Talk!
Trejhara’s Interact Suite is an advanced customer communication product suite that provides your business with the ability to
create all forms of customer communication that can be delivered across print, email, mobile and web. Interact Suite can be used
to create and deliver customer communications such as statements, welcome kits, tax certificates, alerts and reminders,
advices, & leverage them not just as information documents but also for interactive engagements.
Use Cases:
▪ Statements
▪ Welcome Kit
▪ Advices
▪ Subscriptions
▪ Notifications
▪ Dispute & Complaints
▪ Payment Receipts
▪ Tax Certificates
▪ Alerts and reminder (SMS & email)
▪ Interactive visual targeted advertising/marketing
A Future-perfect Customer Communication Management Platform
Static /
Interactive
Documents
Ad Serving
Analytics
Campaign
Management
Multilingual
Dispatch
Tracking
Alerts &
Reminder
s
Registration
Interact
Suite
Email Channel
Mobile
Channel
Web Portal
Channel
Print Channel
Social Media
Channel
Kiosk Channel
Multi-channel
publishing
Intuitive tools:
easy-to-use GUI
Integrated Marketing
Alerts & Notifications
Interactive
audio video
communication
Redefining
Customer
Engagement
Unified
statements
Template-driven
best practices
Interactive Statements
State of the art communication, to answer all your business's correspondence needs with advanced features
such as multiple tab system, clickable links, multi graphs, interactive graphs, search, sort/filter options, drilldown within table/grid control etc.
Moreover, all these features are available in offline mode, making it more convenient for customers
Interactive graphs
Search & sort
features
Consolidated
summary
Self service options,
i.e., send email, call
back
Promotional ads
Multiple tabs for
easy navigation
Drill down options
Rotational
promotional ads
Customer
information
Multi media
messages
Social media connect
Short cut to print
Interactive Audio Video Communications
Statement Walkthrough Personalised Portfolio
Recommendations
Customer Welcome Kit
Visual Marketing /
Advertising
Tutorials for
Customer self-care
Multilingual Statements
Ability to generate statements in multilingual or
bilingual formats
Implementations in 18+ Indian regional languages
and Arabic
Supports languages written as left to right and right
to left
Supports UTF8 format in DB
Integrated Marketing
Increase cross-selling and up-selling opportunities through
integration of promotions and product offerings directly
into customer communications.
Multimedia messaging for
cross sell/up sell
Rotational advertisements
for cross sell/up sell
Rules and analytics based targeted
and personalised advertising
Dynamic query builder for targeted messaging
Robust customer segmentation capabilities
Email campaign creation and management
360-degree delivery and status reports
to customer care/operations
Alerts & Notifications
Centralised platform for triggering dynamic alert content in real time & batch mode
• Notifications and alerts through various delivery channels such as ‘ SMS, ‘Email’, ‘Web’, ‘IVR’, FAX.
• Various types of alerts and notifications such as dispatch, bounce and promotional can be triggered
• Extracts data from multiple data sources, segregates based on alert conditions and broadcasts alerts appropriately
• Provides seamless integration with existing customer self service portal/application
• Attachments can be password protected and digitally signed
• Supports generic and personalised attachments with email alert
• Generates MIS reports for the alerts sent
• Configuration of passwords based on customer attributes
• Multiple scheduling options
• Unique bounce tracker to track soft and hard bounces
• Provides delivery, read and link clicked tracking
• Allows sending alerts in multiple languages
• Integration with social media and networking platforms
Business cases for Interact Suite
Customer Statements (credit card, wealth, retail etc.)
1
Enrich customer experience
2
Save cost on printing with print ready output files
3
Increase footprint on digital channel
4
Improves lead generation – Cross-sell &
up-sell opportunities
5
Customer Statements across Various Products/Entities/Corporate
New Customer Onboarding / Welcome Kit
Welcome kit (CASA, Credit Card, Loan etc.)
1
Enrich customer experience
2
Save cost on printing with print ready output files
3
Increase footprint on digital channel
4
Improves lead generation – Cross-sell &
up-sell opportunities
5
▪ Sales performance reports &
dashboards for management
reporting
▪ Consolidated agent
performance reports
A PDF file with all
statement details to
download
MIS Reporting – Retail, Enterprise and Top Management
Product Brochures & Promotional Campaigns
End user Customer Communication
Management
Launching of New Products &
Services/Corporate Brochure
Promoting multiple marketing
messages & promotional
advertisements in single slot
Online Interactive Forms
Why Interact Suite?
Our Key Clients
Let’s Get Started
Visit www.Trejhara.com to schedule a demo of Interact Suite

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Trejhara Interact Suite_Banking_small (2).pptx

  • 1. Personalised Audio-Video Communications Customer Experience Management Enterprise Communication Hub Digital Marketing For Banking Industry
  • 2. Aurionpro is a leading technology products and solutions provider that helps enterprises to accelerate Digital Innovation, securely and efficiently. We combine our core domain expertise and thought leadership in innovation and security domains with Industry’s leading IPs. Aurionpro has been consistently recognised amongst the Top 100 technology solution providers for financial services companies. NA HQ. San Ramon, CA IPO 2005 Global HQ. Mumbai Founded In 1997 108+ Mn USD 1370+ Employee 24 Offices in 14 countries Employees Revenue Offices 100+ Customers 22 Countries 29 Fortune 500 Clients Solutions Delivered Global Customers Clients
  • 3. Trejhara is a public listed entity with presence in multiple countries. Trejhara provides digital solutions for both on-premise and cloud platforms. Trejhara's Interact Suite, a globally renowned and award-winning product IP provides; a comprehensive, interactive, personalised communication experience including analytics and customised audio-video communication across multiple domains. Communications such as account statements, welcome letters/kit, remittance advices, personalised transaction advices, reminders/alerts, tax certificates and other business communication via multiple channels i.e., email, web, mobile, WhatsApp, print, kiosk etc. This is used to reach out to customers, partners, dealers and agents more effectively and efficiently.
  • 4. Interact Suite, Trejhara’s solution for Digital Communication, provides organisations a single platform for communicating marketing and other business information e.g., account statements, remittance advises, transaction advises, reminders and other correspondence and business managers across all communication channels i.e., email, web, mobile and print. This platform helps organisations:- • Improve their service quality and increase revenues: reaching out to customers via their preferred channel or preferred language. • Speed to Market for existing and new products/services: no need to wait for monthly cycle. • Targeted cross sell and up sell: banner ads on statements relevant to individual customers, web banners relevant to a customer’s profile or Real Time alerts using customer location information. • Increase in brand image and value: consistency of brand’s “look and feel” across channels – centralised design and formatting of statements etc. • Reduction of operational cost: lower service costs as switch to online, call centre demand reduced, consolidation of statements together. Executive Summary
  • 5. Our Key Offerings for Banking Industry Simplified smart UI/UX provides customers the ability to complete a desired task easily and quickly. Impressive look and feel with enhanced visualisation provides an easy-to-use interface for customers, partners, employees, dealers and more… • Interactive content display across devices Interact DX is an advanced & centralized customer communication management platform that enables you to create all forms of communications across an organization from hybrid data sources / legacy systems. Interact AV provides audio video technology to generate real-time personalised video messages based on user profiles. Use of Artificial Intelligence (AI) enables us to greatly improve quality for audio visual communications for policy kits & welcome kits, promotions, KYC documents, customer servicing, renewals, targeted marketing, recommendations, tutorials, and more… Interact CX Interactive content management for enhanced customer experience Interact DX Customer Communication Management (CCM HUB) Interact AV Personalised Audio Video Messaging based on AI Interact DM Digital Marketing Solutions Marketing of products or services using digital technologies on the internet, including mobile phones and all other digital mediums. Interact DM excels in all digital marketing solutions such as real time alerts and notifications, campaign management, social media such as WhatsApp implementation, URL shortening and more…
  • 6. Empowering Business – Digital Marketing
  • 7. Shift towards Digital Experience – The Challenges ❑ Digital has shifted the control from the enterprise to the consumer. The digital consumer has adapted to the potential of digital faster than enterprises ❑ They are digitally connected and expect seamless, consistent, personalised communication across channels, devices and formats at a click of the button 66% consumers confirm, that they will pay more for a great customer experience 43% customer centric companies gained in performance compared to 34% decrease for companies who have negated customer experience 81% of customers view and engage with their organisation through digital devices The global customers experience management market size is expected to reach USD 23.6 million by 2027, registering a CAGR of 17.7% from 2020 to 2027 – Grand view research Inc.
  • 8. Interact Suite Footprint in BFSI Industries Interact Suite is highly established and a decade old proven product in the Banking industry. Experience of working in: ❑Retail ❑Corporate ❑Wealth ❑Card Experience in working with some of the largest core products such as: Banking • Equation • T24 • Bancs • Finacle • Flex cube • Temenos • Oracle financial services Integrated with core CRM solutions including: • Siebel CRM • Sugar CRM • CRMnext • Oracle CRM • Salesforce • Talisma
  • 9. Stop Transmitting And Start Engaging Your Digital Consumer. Merchants Customers: Retail and Corporate Welcome Kit Statements Notifications Subscriptions Disputes & Complaints Payment Receipts Alerts & Reminders Advices Tax Certificates Advanced Interactive Communications, that Talk!
  • 10. Trejhara’s Interact Suite is an advanced customer communication product suite that provides your business with the ability to create all forms of customer communication that can be delivered across print, email, mobile and web. Interact Suite can be used to create and deliver customer communications such as statements, welcome kits, tax certificates, alerts and reminders, advices, & leverage them not just as information documents but also for interactive engagements. Use Cases: ▪ Statements ▪ Welcome Kit ▪ Advices ▪ Subscriptions ▪ Notifications ▪ Dispute & Complaints ▪ Payment Receipts ▪ Tax Certificates ▪ Alerts and reminder (SMS & email) ▪ Interactive visual targeted advertising/marketing A Future-perfect Customer Communication Management Platform Static / Interactive Documents Ad Serving Analytics Campaign Management Multilingual Dispatch Tracking Alerts & Reminder s Registration Interact Suite Email Channel Mobile Channel Web Portal Channel Print Channel Social Media Channel Kiosk Channel
  • 11. Multi-channel publishing Intuitive tools: easy-to-use GUI Integrated Marketing Alerts & Notifications Interactive audio video communication Redefining Customer Engagement Unified statements Template-driven best practices
  • 12. Interactive Statements State of the art communication, to answer all your business's correspondence needs with advanced features such as multiple tab system, clickable links, multi graphs, interactive graphs, search, sort/filter options, drilldown within table/grid control etc. Moreover, all these features are available in offline mode, making it more convenient for customers Interactive graphs Search & sort features Consolidated summary Self service options, i.e., send email, call back Promotional ads Multiple tabs for easy navigation Drill down options Rotational promotional ads Customer information Multi media messages Social media connect Short cut to print
  • 13. Interactive Audio Video Communications Statement Walkthrough Personalised Portfolio Recommendations Customer Welcome Kit Visual Marketing / Advertising Tutorials for Customer self-care
  • 14. Multilingual Statements Ability to generate statements in multilingual or bilingual formats Implementations in 18+ Indian regional languages and Arabic Supports languages written as left to right and right to left Supports UTF8 format in DB
  • 15. Integrated Marketing Increase cross-selling and up-selling opportunities through integration of promotions and product offerings directly into customer communications. Multimedia messaging for cross sell/up sell Rotational advertisements for cross sell/up sell Rules and analytics based targeted and personalised advertising Dynamic query builder for targeted messaging Robust customer segmentation capabilities Email campaign creation and management 360-degree delivery and status reports to customer care/operations
  • 16. Alerts & Notifications Centralised platform for triggering dynamic alert content in real time & batch mode • Notifications and alerts through various delivery channels such as ‘ SMS, ‘Email’, ‘Web’, ‘IVR’, FAX. • Various types of alerts and notifications such as dispatch, bounce and promotional can be triggered • Extracts data from multiple data sources, segregates based on alert conditions and broadcasts alerts appropriately • Provides seamless integration with existing customer self service portal/application • Attachments can be password protected and digitally signed • Supports generic and personalised attachments with email alert • Generates MIS reports for the alerts sent • Configuration of passwords based on customer attributes • Multiple scheduling options • Unique bounce tracker to track soft and hard bounces • Provides delivery, read and link clicked tracking • Allows sending alerts in multiple languages • Integration with social media and networking platforms
  • 17. Business cases for Interact Suite
  • 18. Customer Statements (credit card, wealth, retail etc.) 1 Enrich customer experience 2 Save cost on printing with print ready output files 3 Increase footprint on digital channel 4 Improves lead generation – Cross-sell & up-sell opportunities 5 Customer Statements across Various Products/Entities/Corporate
  • 19. New Customer Onboarding / Welcome Kit Welcome kit (CASA, Credit Card, Loan etc.) 1 Enrich customer experience 2 Save cost on printing with print ready output files 3 Increase footprint on digital channel 4 Improves lead generation – Cross-sell & up-sell opportunities 5
  • 20. ▪ Sales performance reports & dashboards for management reporting ▪ Consolidated agent performance reports A PDF file with all statement details to download MIS Reporting – Retail, Enterprise and Top Management
  • 21. Product Brochures & Promotional Campaigns End user Customer Communication Management Launching of New Products & Services/Corporate Brochure Promoting multiple marketing messages & promotional advertisements in single slot
  • 25. Let’s Get Started Visit www.Trejhara.com to schedule a demo of Interact Suite