Engage clients. Build loyalty. Drive results.
Banks in supermarkets. Brokerage houses replaced by websites. And almost every financial service imaginable offered online. As your firm struggles to stand out in an increasingly commoditized market, you must find innovative ways to build and maintain profitable, trusting relationships with customers, agents, and brokers. With Adobe solutions, you can deliver high-quality, high-touch experiences across a variety of channels and devices, while streamlining processes and minimizing costs. The result: productive agents and brokers that can engage clients, build loyalty, and drive profitability.
With banks on every corner, in supermarkets, and now online, what keeps a customer committed to your company?
Service. Value. Trust.
With Adobe solutions, you can achieve profitability by accelerating customer onboarding, increasing online usage, and improving retention with more secure, personalized, and engaging interactions. Our solutions include retail banking, commercial lending, consumer lending, and wholesale banking.
Consumers — especially those with a significant net worth — have high expectations for their financial service providers. To remain competitive, your firm must offer superior services, both in personal interactions with customers and in the self-service capabilities they demand. Our solutions can help your organization create more efficient processes, more effective communications, and more engaging connections with customers. Our solutions include investment management, private banking, investment banking, and retail brokerage.
Agents and brokers are the face of your organization. The best way to attract and retain customers is to keep your agents and brokers informed with the latest knowledge and equipped with useful tools and automated processes. With Adobe solutions, your company can drive more profit by automating costly and error-prone processes, maximizing agent productivity, and increasing customer loyalty with more secure, personalized, and engaging interactions.
Financial Services Customer Success Stories
“We wanted a single, reliable service provider with a full suite of products that fulfilled our needs, would be compatible with our systems, and would easily integrate with our IT infrastructure. After researching other products on the market it was clear that Adobe provides the most comprehensive and easy to use eLearning technology available.”
As one of the country’s leading online brokerages, E*TRADE Australia is one of Australia’s first brokers to offer online direct investing. The company offers both retail and wholesale customers an award-winning suite of products and services and is the only online broker to offer customers access to information from eight independent research houses. In particular, the firm strives to enhance the experiences of its online brokerage and share-trading customers. The organization’s progressive attitude led E*TRADE to seek a rapid eLearning solution to strengthen its training initiatives.
“At the Allianz Group, eLearning is now an integral part of doing business. Adobe Connect Server makes it easy to publish content to the LMS or on the Intranet... The platform is increasingly used for internal marketing as well as management announcements to employees.”
Manager eLearning Services
Professional development is a big challenge for organizations, and traditional training methods no longer satisfy the demand. “Training can be costly and time consuming,” says Katja Ruisinger, Manager eLearning Services at Allianz SE, the holding company of Allianz Group. “Stricter organizational processes are making it more difficult for employees to find time for training. eLearning makes it possible to bring training and education to the workplace and deliver it worldwide at any time.”
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