Financial services software can be some of the most advanced data management solutions available. But at the same time, customer-facing employees may have to use a stack of legacy systems cobbled together with layers of technical solutions, all sandwiched together.
Having such a complicated process to access customer information may be keeping your call center and branch representatives from seeing and discussing what your customers need at any given moment.
Taking on the Software Stack to Create Intelligence
The astonishing variety of solutions that have been implemented since the 1980s have combined with regulation regarding both collection and storage of data to make a “coral reef” of software in so many financial institutions. This often leaves both call center and branch employees toggling between systems, looking for the specific bits of information to help make sense of their customers’ financial situation and to make relevant recommendations.
A custom software solution could bring the disparate pieces of financial technology together in ways that will help you serve your specific clientele. With such a varied landscape and needs profile, a custom software system, created by Triple Helix offers a much-needed advance in data analysis and access. The solution is unique to your organization, thus maintaining the high security standards that the information-sensitive financial industry demands.
Triple Helix builds platform-agnostic, open-source software solutions. What that means for your IT department is that the software works with your specific technology, and can be updated over time, so you do not end up with yet one more layer of obsolete software.
What You See is What You Get
The Triple Helix process begins by asking you what outcome you want to deliver, and then identifying the data needed for that experience. What do your people need access to, and when? What is the format the information should be presented in that can help them to be most effective? Is real-time intelligence needed or is a daily summary view enough for employees to effectively assist customers?
Real-time intelligence may seem out of reach but the ROI and payback period for a custom solution could make your CFO smile. Triple Helix solutions have provided manufacturing clients with up-to-the-minute, real-time information on the shop floor, to keep the lines running even with changing priorities, on dozens of projects. In other projects, call center efficiency has benefited from representatives having ready access to the most relevant and current information at the time of the call.
If you would like to see your system’s information come together in real-time, while cutting down on employee and customer frustration, contact us. We specialize in helping companies organize data more effectively, access it more easily, and analyze it more thoroughly to help improve business operations.
