Institutional finance
Combine disparate data sources in a single workspace
Use Adobe’s Unified Workspace solution to unite multiple information sources in one place. Gain fast, accurate insight into customer needs. Expedite service. And close deals quicker.
Reduce service cycles
Give traders quick, easy access to all pertinent information in a single workspace, so they don’t have to switch between multiple systems – and clients get answers fast.
Make better recommendations
Help advisers make the best recommendations for each client. Provide complete customer profiles in a single view so they can cross-sell and upsell with confidence.
Support mobile traders and advisers
Access unified workspaces and complete client information on digital devices. Communicate with the home office, even when offline.
Simplify corporate onboarding processes
Make sure every new customer relationship is built to last. Create positive first impressions and exceptional onboarding experiences that drive lifetime value using Adobe's Selection and Enrollment solution.
Improve time to revenue
Bring corporate customers on board faster to drive revenue sooner.
Increase self-service
Provide engaging, intuitive user enrollment experiences to accelerate onboarding and improve accuracy rates.
Lower costs
Reduce the need for manual rekeying of data. Minimize costly errors. And lessen the need for high-cost assisted channels.
Boost customer loyalty through relevant online services
Strengthen ties with corporate banking customers across business-critical digital channels using Adobe's Web Experience Management solution.
Get close to your customers
Collect real-time customer intelligence, including content relevance and audience engagement. Then refine and personalize experiences to encourage repeat visits.
Make it social
Integrate with social networks and include social capabilities in your customer-facing applications to build excitement and stimulate conversation across channels.
Expand your reach
Launch, analyze, and refine lead-generation campaigns across channels, including web, mobile, and email. Respond with engaging experiences that increase conversions.
Capture data-driven insights to improve delivery
Maximize the value and impact of your institution’s online presence and drive online customer conversion using the robust analytics and powerful visualization tools in Adobe® Online Marketing Suite, powered by Omniture®.
Make great campaigns better
Get real-time insight into online campaign performance and engagement. Modify in-progress campaigns to increase response rates, conversion rates, and revenue.
Evolve the relevance of content and offers
Test content and offers against customer segments to find which ones work. Dynamically deliver differentiated, relevant experiences to drive conversion.
Gain cross-channel insight
View of your customers’ experience across online, branch, call center, mobile, and social channels to increase satisfaction, drive revenue, and reduce costs.
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Berliner Sparkasse
The Savings Bank of Berlin processes financial transactions and streamlines routine processes using Adobe solutions.
Scottrade
Leading online investing firm achieves 20% lift in landing page conversions and streamlines campaign management using Adobe Online Marketing Suite.
KPMG
Professional services firm saves US$1.5 million in management costs and reduces the complexity of running a network of disparate websites by deploying Adobe Online Marketing Suite.
KBC Securities
Brokerage firm uses Adobe solutions to provide investors with direct access to more than 20 markets and streaming information for optimal portfolio management.
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