Case
The best banking advice
A new portal for the banking advisors at Sydbank enables them to get a holistic data-driven customer overview. With all relevant information at hand, the advisors can provide the best service to customers.
Case
The best banking advice
Sydbank is one of Denmark’s largest full service banks with more than 500.000 private and business customers. Netcompany developed a central advisory portal providing a range of key capabilities to the advisors’ daily work.
Advisors get a 360° customer overview. This includes key data from all relevant systems, customer dialogue and touchpoints, advanced lead prediction and sales management.
The platform also offers efficient meeting management support that releases valuable time for advisors and ensures consistent and professional meetings with customers.
In 2018 Q1 the portal was extended from business-only to include customers from all segments such as business, private and private banking.
The platform also supports specialized processes such as granting management and A-IRB is supported.
Sydbank’s advisors get an overview of key data from all relevant systems, customer dialogue, touch points and advanced lead prediction.
Results
A unified data-driven overview of customers
Digitally enabled advisors can effectively suggest relevant services and products to customers
Rich foundation for multi-channel engagement of customers
A new and effective meeting management system
Increased digital customer readiness
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