Deliver differentiated customer experiences and empower employees
Tailor a unified customer profile based on customer insights, to offer a more personalized and relevant experience. Streamline customer onboarding to provide easy access to loan apps and self-service tools. Improve your process workflows and communication with Collaboration Manager.
Unified customer profile
The Unified customer profile helps you achieve better customer understanding, get insights, and have a robust customer perspective. View a 360-degree perspective of the customer in a clear and intuitive way. See the most relevant information across multiple business lines, consolidated into a unified dashboard that offers an accurate, consistent, and cohesive source of truth about the customer. Leverage the information to provide personalized experiences, reveal important opportunities, prevent potential loss, or churn, and improve customer satisfaction.
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Unified client profile
The Unified client profile helps wealth management professionals to get a comprehensive view of their clients. It provides key financial information such as investment portfolios, underlying assets or any other financial holdings that the client might possess, along with important personal life moments that can be augmented with financial goals. The Unified client profile also helps capture and manage the groups, households or relationships that a particular client is a part of. The information that the Unified client profile provides can help wealth management professionals have meaningful conversations, and create tailored experiences and advice for their clients.
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Intelligent appointments
Intelligent appointments provides customers and financial institutions with a convenient meeting scheduling experience on the customers' preferred channel or in person. This solution provides the scheduling experience in a manner that easily and quickly matches the availability, relevance, and skills of the customer's financial needs advisor to offer meaningful interactions. You can host online by using the Virtual Appointments app in Microsoft Teams. Customers can join from Teams, or can join from their browser.
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- Intelligent appointments
- Virtual Appointments with Microsoft Teams, the Virtual Appointments app in Microsoft Teams, and Manage the join experience for Teams Virtual Appointments on browsers
Customer onboarding
Loan onboarding
Streamline the lending process by using the capabilities offered by the Loan Onboarding application. The prebuilt capabilities of the application help streamline and manage document and data collection and verification.
Onboarding essentials
Orchestrate any financial onboarding process through a transparent and flexible experience. Onboarding essentials is a set of configurable components that can help streamline the onboarding process.
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Collaboration Manager
Important
Effective September 1, 2023, Collaboration Manager for Loans is deprecated, and is not available for deployment. Existing users can continue to use the feature as usual if they've already deployed and configured it.
Collaboration Manager for Loans in Microsoft Teams helps your team accelerate the lending process with automation and collaboration tools to reduce time from application to signing. The app lets you collaborate with meetings, customer bookings, notes, files, and approvals, all of which are attached to loan records.
Collaboration Manager for Loans can help your organization with:
- Lending automation: Streamline your business processes.
- Cross-team collaboration: Empower your team.
- Communications: Schedule and manage virtual or in-person appointments and message internal teams.
More information: Collaboration Manager for Loans
FSI components: Retail banking data model
Microsoft Cloud for Financial Services relies on a dedicated banking data model and connectors to help customers and partners standardize their data. The Retail banking data model captures financial information, groups and relationships, life moments, and more.
More information: Retail banking data model
FSI components: Property and casualty insurance data model
This is a comprehensive data model that caters to a wide selection of use cases. This data model allows capture of information relevant to property and casualty insurance businesses such as policies, coverages, claims and other entities linked to customers and agencies.
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FSI components: Small business extension data model
The Small business extension data model is an add-on on top of the Retail banking data model, and allows you to capture information about individuals, including linking between accounts that represent small businesses and financial holdings.
More information: Small business extension data model