Insight Solutions for Financial Services

Financial Institutions finally gain unified views of trading information, customers, prospects and lines of business—securely and all without moving data.

Injecting unified views of information within discrete financial services operations is a key challenge when information is distributed among multiple systems and organizational silos. In most financial services companies, information sources and diversity continue to proliferate, as a result of reorganization or M&A activities, increasing diversity of products and services, as well as the rate of change and adoption of new technologies. Moreover, when distribution channels or retail operations are involved, capturing the critical information needed to enable a unified view of the customer becomes even more challenging.

Coveo flexibility and power cut across organizational and information silos—securely

Coveo Insight Solutions™ for Financial Services help banks and insurance companies integrate information and organizational silos by delivering 360 views of information from disparate systems, without compromising IT governance and security. Coveo delivers comprehensive information access to financial services employees, including customer facing and knowledge workers such as:

• Analysts & trading staff
• Customer service and sales agents
• Back office staff

Coveo Insight Solutions for Customer Service

Configured specifically for Financial Services Customer Service Operations, Coveo’s Insight Solutions for Customer Service prove to your customers that you know them. Whether they have one product or 20 with your financial services firm, your agents will understand and have the information they need to cross-sell, up-sell and provide personalized service in every customer interaction.

Coveo Insight Solutions utilize the full breadth and depth of information available across the organization, whether in systems behind the firewall or in the cloud to drive business transformation. All Coveo Insight Solutions leverage the Coveo Insight Methodology and a framework that provides actionable Insight through the ability to Search & Navigate, Consolidate, Correlate and Analyze information.