Online Channel Solutions
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Actuate for customer facing online channel applications provides interactive, easy-to-use, real-time, high-quality presentation formats which improve various customer sales and service processes such as reporting for online Customer Self-Service or Partner, Agent and Broker Portals.
Actuate delivers on the expectation users have grown accustomed to with the advent of Information Rich Web 2.0 interfaces on the Internet. Actuate delivers on this by providing exceptionally dynamic customer facing portals with the ability to provide benefits such as real time account data and web based delivery of account information – conveniences and innovations users just expect to see with current available technologies.
- Wealth Management
In a Web 2.0 world, internet savvy clients – from the Mass Affluent to the High Net Worth -- expect a Rich-Internet interface by default. With client demographics trending younger and investment products continuing to grow in complexity, wealth management professionals expect this trend to continue and even intensify.
- Asset Management
Solid financial decision making demands fast access to accurate and timely data. The technology to deliver rich, interactive data views online, in real-time, is here today. Rich-Internet portals enable asset managers to increase efficiency, speed, and customer satisfaction across the board.
- Corporate Banking
The commercial banking arena has undergone an industry wide infrastructure overhaul over last several years as it sought to drive costs out of processes and improve efficiency. Commercial end users - finance and treasury teams - have begun to demand a dynamic, Rich Internet online experience from financial institutions to better manage and optimize use of cash flow.
- Retail Banking
Retail Banks of all sizes must continually enhance their online channel in order to retain a competitive edge and meet evolving consumer expectations. As retail banking customers become increasingly web savvy, they look for their online services to be more personalized and powerful, they expect rich-Internet application (RIA) enhanced interfaces and online tools for personal budget management
- Card Services
Today’s financial organizations can improve customer satisfaction while reducing offline support costs by providing corporate, merchant and even cardholder customers with interactive online account payments, settlement, dispute and transaction trend reporting analysis tools – all via the use of Rich-Internet Application enhanced card services portals.
- Retirement Services
Retirement and Benefits Services providers must meet the complex challenge of delivering high-value, manageable and efficient information online, in real-time. By improving online channel information delivery, providers can add more value to the customer relationship, respond to calls from clients to improve their productivity, and help clients better manage their benefits packages.
- Prime Brokerage
Today’s leading financial institutions are seeking to capture and retain a true competitive advantage through streamlining data access and display for fund clients. To accomplish this, firms need to shift common transactions such as trade confirmations away from phone-oriented services and toward a rich online self service experience.
- Agent & Broker Portals
Financial services sectors that rely heavily on agent channels are investing in improving online portal capabilities as a means to drive agent productivity and improve retention. The most efficient institutions are evolving online portal solutions to increase productivity and autonomy with rich Internet application (RIA) feature sets.
- Insurance Portals
Leading carriers are evolving their online portals to give agents the account reporting and business analysis tools they need to focus on increasing revenues. Adding sophisticated Rich-Internet Application oriented reporting and analysis solutions to agent portals reduces costs, raises productivity, and increases agent loyalty.
- Telecom
Increasingly, telecom providers are tasked with offering rich, personalized Web-based interfaces for a multitude of customer interaction processes, both to drive customer loyalty and ensure competitive edge. Today’s telecom customers are demanding new analysis and management capabilities alongside existing access to account and service status information within their online portals.
- Utilities
Managers of utilities need to provide relevant, up to date, detailed reports in order to sustain peak capital operation and corporate performance while delivering the information their customers need and expect. Implementing an efficient online-channel can address these market requirements effectively.
- Supply Chain
A well executed online channel is critical to today’s supply chain and logistics oriented operations. By leveraging web-driven communication and real time reporting - supply chain and logistics companies can reduce costs, increase productivity and improve the quality of decision-making at all levels of the organization.
- Supporting Resources
View this section to learn about customer successes and key resources.
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Contact Actuate:
800-914-2259
(N. America)
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Want to learn more?
To get more information about Online Channel Solutions or to answer any of your questions, please contact an Actuate expert at 1-800-914-2259 (US & Canada) or contact us by email. You can also contact one of our offices worldwide.
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