Customer Successes: Online Channel Solutions

Set the standard for customer satisfaction and productivity


Actuate is the backbone of customer facing online channel applications that provide interactive, easy-to-use, real-time, high-quality content which improves customer sales and service processes such as reporting for online Customer Self-Service or Partner, Agent and Broker Portals.
Online channels present unique challenges which Actuate handles with aplomb. Channel applications must:

  • Make the right impression
  • Engage and impress the user
  • Seamlessly integrate within existing infrastructures
  • Perform beyond user expectations
Actuate delivers on the expectation users have developed because of the advent of Information Rich Web 2.0 interfaces on the Internet. Actuate meets expectations 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 currently available technologies.

Make the right impression

Online applications need to represent your brand at its best to employees, investors, customers and partners. This means that the content must be personalized and in context for each user, and delivered in high-quality presentations according to your own web design standards.

Engage and impress the user

Rich Web 2.0 techniques are commonplace in recreational applications, and therefore have set the user’s expectations with regard to data visualizations, animations, interactivity and actions. Actuate-powered online applications compel the user in these ways so they enjoy their business experience on your site.

Seamlessly integrate within your infrastructure

The best systems eliminate the complexity of the back office and present elegantly simple interfaces to each user. These systems usually integrate data from multiple systems, support custom security infrastructures, integrate content from multiple applications such as point-of-sale advertisements, and allow the user to take action. Each of these requires specialized, ideally standardized, integration interfaces. Actuate offers a dozen integration and presentation APIs to ensure that your application includes everything you desire.

Perform beyond user expectations

Successful channel applications must perform and scale to accommodate an ever-increasing user load. Actuate sets the standard for high-performance online applications with predictable scalability and dependability that is proven day in and out at the largest financial services institutions, governments, insurers, retailers and communications companies.
Example Online Channel Applications include:

 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.

 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-Information Application-oriented reporting and analysis solutions to agent portals reduces costs, raises productivity, and increases agent loyalty.

 Prime Brokerage 
Today’s leading financial institutions seek 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.

 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-Information portals enable asset managers to increase efficiency, speed, and customer satisfaction across the board.
 

  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 Information Application-enhanced card services portals.