ONEsuite. Our Industry-Leading Data-Driven CCM + CX Platform for Financial Services.
Data Integration, Normalization + Management
Simplification and Modernization of your Information Architecture
ONEsuite’s solution capabilities begin with the platform’s ability to support the collection, standardization and storage of data in a standard data model from a variety of sources, including core processing systems, customer relationship management (CRM) systems and external third-party sources. Our data science expertise enables more efficient composition, execution of business rules that determine variable content, personalization and targeted marketing messages, analytics, and business intelligence.
Advanced Data Security Protocols
“Off the Shelf” and Custom Integrations
Data Model Management
Data Cleanup and Consolidation
Data Analytics + Business Intelligence
Understand Your Audience
Optimize your organization’s client engagement management strategy by gaining valuable insight into who your audience really is. ONEsuite’s data analytics engine creates a deeper understanding of your individual audience members by combining your data with social determinants data. The sophistication of the Platform’s analytics enables the built-in machine learning solution to provide “next-best-action” to engage more effectively.
AI + Machine Learning
Social Determinants Data
A full 360° view of each of your financial customers
Next-Best-Action functionality for real-time decision making
Optimize your customer communications strategy by gaining valuable insight into who your audience really is. Our data analytics engine creates a deep understanding of individual audience members, with built in machine learning to provide “next-best-action” recommendations.
Content Creation + Delivery
Comprehensive Content Creation, Management, and Delivery Tools
ONEsuite allows users to create and manage content that is built with responsive design, allowing for seamless omni-channel documents, email and SMS communications, as well as HTML 5, PowerPoint, and interactive video. Built-in omni-channel delivery allows stakeholders to communicate personalized, variable, and complex communications across all media and channels.
Self-Service or Managed Services
Document & Asset Vault
Template Creation & Management
Workflow Creation & Approval Routing
Marketing + Journey Orchestration + Sales
Improve Retention, Expand Relationships, Increase Referrals
ONEsuite’s engagement creation solution leverages an intuitive “drag & drop” workflow builder to visually design a campaign. By leveraging the imbedded analytics engine, the platform allows for the complete segmentation and qualification of engagement strategies based upon client preferences and profiles. The correlation of multiple data points and client profiles supports the creation of individualized personas that drive predictive modeling, enabling your organization to improve engagement effectiveness through machine learning.
Predictive Modeling + Analytics
Omni-Channel Campaign Orchestration
Campaign Performance Dashboard
Build and Distribute Custom Sales Tools With Ease
(Really) Know Your Customer. Optimize the Entire Customer Journey
to Improve Acquisition and Retention
Create a Unique Web Experience for Every Customer
Digital Transformation + Omni-Channel Solutions
Modernize and strengthen your relationships by communicating the right message, in the right format, through the right channel. ONEsuite supports the collection and management of customer profile information, delivery channel preferences and customer consent for electronic interactions. This data is used to optimize the composition process to generate the output according to a customer’s pre-determined delivery preferences.
eDelivery & ePresentment
Print + Fulfillment
Email, SMS, Microsites & PowerPoints