Swyft for Financial Services

Retain Clients. Gain Wallet Share.

All segments of financial services continue to face unprecedented challenges.  Today, retaining clients, gaining greater wallet share and finding new clients at a lower costs are strategic imperatives.  At the same time, servicing customers faced with economic challenges is as complex as any time in history.  Swyft has a rich history in banking and mortgage and have engineered the Swyft Interaction Hub and PerfectPath to handle the unique needs of customer care, sales and risk management in a constantly changing environment.  The result - greater sales, improved retention and satisfied customers.  Swyft Technology provides a fast, easy to implement solution with a very compelling ROI.

Why Swyft for Financial Services?

1

Multi-Channel Integration for a Consistent Experience

The web provides unprecedented aggregation and presentation of competitive financial products and services and increasing the need to differentiate amongst this increasingly commoditized industry. Coupled with the sheer volume of customer interactions inherent in the financial services industry, the need to integrate customer channels is more critical than ever. With Swyft for Financial Services, customer information is aggregated across all channels making interactions seamless and efficient and offers personalized, relevant and consistent.

2

Seamless Integration for Maximum Efficiency

Customer service and sales teams appreciate the personalized content, delivered at the point of interaction, that helps them make consistent recommendations for even your most complex products, every time they talk to a customer. Swyft has engineered its technology to simplify and streamline the integration to existing CRM, risk management and sales systems so that product and service recommendations are presented directly within an existing contact center or sales application, IVR or customer facing web-site, helping you maximize your current customer infrastructure and begin making targeted recommendations to your customers.

3

Swyft Concierge for Faster Deployment

Swyft Concierge is the perfect service for organizations that are trying to juggle competing projects and met multiple deadlines. Let our staff of implementation professionals do the heavy lifting for you. Our industry knowledge, best practices, and business rules know-how are delivered via Swyft Concierge; helping you deploy our interaction hub quickly and experience the fastest possible return on investment.

4

Swyft Perfect Path for Superior Execution

Swyft Perfect Path workflow ensures delivery of a great customer experience, efficient follow-up, and elimination of costly errors. Perfect Path is ideal for solving simple to complex fulfillment requirments that face most every financial service organization. Perfect Path efficiently handles fulfillment and compliance requirments across multiple buiness units within the enterprise.