Content Intelligence for Financial Services

1. Today’s customers are self-empowered and
are here to challenge the status quo. They
have lost trust in financial services providers,
and are dissatisfied with advice not being
tailored to their personal requirements.
They are demanding a better, more
transparent and tailored relationship.
They are rapidly moving to disruptive new
competitors who win loyalty with seamless
digital experiences, and use analytics to
deliver proactive and personalized advice.
51% of wealth
investors are dissatisfied with
advisors’ ability to meet their
needs.
72% of banking clients
would rather bank with digital
pioneers like Google, Apple
and Amazon.
Only 30% of insurance
clients are having positive
experiences.
Predictive Insight and Personalized Engagement
Content Intelligence for
Financial Services
Data is the greatest opportunity
and the greatest challenge. The
volume, velocity and variety of data
is unmanageable if untamed and
unconnected. But if turned into
actionable intelligence, it holds
the key to making smarter,
customer-centric decisions.
In financial services, content is
your business. It is the primary
medium for demonstrating your
expertise, building trust and credibility,
and staying top-of-mind with your
customers as they research their
financial challenges and goals.
The smart application of technology to
improve the customer experience
is the only source of competitive
advantage. Now is the time to develop
a strategy for providing proactive,
tailored advice, delivered across
digital channels and through
digitally-enabled advisors.
Data: Content: Experience:
Challenges
UK: (+44)203 540 1920 US: (+1)844 438 4346 idioplatform.com
Source: Salesforce research 2015

2. Content Intelligence is a powerful new way to understand
and influence the customer journey. It turns the behavior of
individuals into powerful intelligence and predictive content
recommendations. This empowers your organization to
make better decisions and deliver a more relevant,
engaging and profitable customer experience.
By analyzing the content consumption of every individual
interacting with your digital channels, and employing our
advanced artificial intelligence engine to understand
the nuanced meaning behind each piece of content, idio
automatically builds financial interest profiles which predict
the interests and intent of every prospect and customer.
Content Intelligence Platform
We believe you are what you read: Your customers’ content choices explain
what they are thinking and what they are going to do next.
Get started:
idio only requires a few lines of code
to get started, and instantly generates
predictive intelligence about your
customers.
By integrating with major marketing and
CRM vendors, idio quickly adds strategic
value to your existing technology
investments.
Built with cutting-edge cloud
technologies, idio’s platform processes
millions of interactions per day for
global financial enterprises.
Speed: Integration: Scale:
Digital Advisor:
Employing real-time financial interest profiles, idio can
automatically predict and surface the right research, advice
and financial products at the right time for each individual
prospect or customer.
Web/Email/Mobile: This Next-Best-Content approach
enables you to listen, understand and respond to the
reader’s digital research journey, in real-time. This delivers a
richer and more engaging digital experience and substantially
reduces customer cost-to-serve through a 24/7 available
digital advisory platform.
Advisor: By feeding real-time profiles and content
recommendations directly into the advisor interface, idio can
ensure that your client advisors don’t waste valuable time
sourcing relevant information, and instead focus on build
credibility and trust by delivering proactively on the needs of
their clients.
Analytical Banking:
Content Intelligence provides a powerful and predictive data
layer, which gives new insight on customer behavior. idio
also provides the means for this to be blended with existing
approaches and datasets to drive increased value.
Experience: Leverage actionable intelligence on the customer
journey and path to conversion, to better attribute value across
customer touch-points, campaigns, segments and goals.
Revenue: Measure uplift through predicted cross and upsell
opportunities, and deliver new product and service innovation
with demand predictions through customer intelligence.
Research: Stop wasting valuable resources on producing
content which doesn’t match your customers’ interests. Use
data-driven content analytics to understand where content
gaps and saturation points are within your existing strategy,
and drive increased utilization across digital and sales channels.
UK: (+44)203 540 1920 US: (+1)844 438 4346 idioplatform.com