The Client offers a wide range of life insurance products to cater to the diverse needs of customers. These products include term insurance, endowment plans, savings and investment plans, child plans, and retirement plans, among others. They provide coverage for both individuals and groups. The client provides insurance to 45.4 million customers with 100k agents through 287 branches located in approx. 148 cities.
Data loss during integration failures causing inconsistencies
Integration failures can disrupt the flow of data between different systems, leading to operational inefficiencies. Hence, with the proposed solution it was taken care of for the industry that rely heavily on data and its security.
Customer Experience Issue
Customers expect a consistent experience across all touchpoints with a business. With the huge customer base that the client has, it was challenging to design a journey with personalization for all the customers.
Performance issues
Siloed systems affected the overall performance. It affected transactions, claims, account handling etc. resulted in both a poor customer experience/satisfaction and company’s efficiency.
A Huge User Base & Transactions Management
A Customer Portal with a user base of 20 million individuals is a robust and dynamic platform that offers an unparalleled level of accessibility and convenience. Through this portal, users can seamlessly manage their transactions, whether it’s checking account balances, making payments, or updating personal information.
Multiple Integration for a Seamless Performance
The implementation of Customer Relationship Management (CRM) ensures a personalized approach, prioritizing customer satisfaction. A Chatbot system offers real-time assistance, swiftly addressing queries. The portal encompasses Content Management (CMS), Document Management (DMS), and Workflow tools for streamlined information access and efficient document handling. Payment integration simplifies and secures financial transactions.
In conclusion, our Customer Portal, catering to a vast user base of 20 million customers, stands as a powerful tool for seamless transaction management, bolstered by CRM integration for tailored user interactions. With integrated payment options, chatbot support, and comprehensive content and document management, our portal creates a holistic and user-centric ecosystem. It ensures that customers can easily navigate their financial matters, receive prompt assistance, and streamline their interactions with our services. The combination of these features reflects our commitment to providing a well-orchestrated and user-friendly experience to our ever-growing customer community.
IIFL, a leading financial institution in Asia-Pacific, required a solution to help customers track their income, expenses, and investments effectively. Our team developed an AI-powered mobile app that utilizes intelligent technologies like AI and ML to monitor financial transactions, suggest lucrative investment options, and provide insightful financial guidance.
IIFL, a leading financial institution in Asia-Pacific, required a solution to help customers track their income, expenses, and investments effectively. Our team developed an AI-powered mobile app that utilizes intelligent technologies like AI and ML to monitor financial transactions, suggest lucrative investment options, and provide insightful financial guidance.
IIFL, a leading financial institution in Asia-Pacific, required a solution to help customers track their income, expenses, and investments effectively. Our team developed an AI-powered mobile app that utilizes intelligent technologies like AI and ML to monitor financial transactions, suggest lucrative investment options, and provide insightful financial guidance.
Ahmedabad, INDIA
401, One World West, Nr. Ambli T-Junction 200,S P Ring Road, Bopal, Ahmedabad, Gujarat 380058, India
FRANCE
74 boulevard du, 11 novembre 1918 69100 villeurbanne
UAE
Office A-503, B-503 Sama Tower, Sheikh Zayed Road, Dubai, UAE
South Africa
Cube Work Space. 24 Hans Strijdom Avenue, Cap Town
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