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Customer Acquisition and Experience for Financial Services | Oracle

<!DOCTYPE html> <html lang="en-US" class="no-js"><!-- start : Framework/Redwood2 --> <!-- start : ocom/common/global/components/framework/head --> <head> <!-- start : ocom/common/global/components/head --> <title>Customer Acquisition and Experience for Financial Services | Oracle</title> <meta name="Title" content="Customer Acquisition and Experience for Financial Services | Oracle"> <meta name="Description" content="See how financial brands can help customers easily discover the most attractive products and services and convert and onboard them at the moment of need."> <meta name="Keywords" content="Financial services customer experiences, financial services customer acquisition, financial brand"> <meta name="resgen" content="No"> <meta name="siteid" content="us"> <meta name="countryid" content="US"> <meta name="robots" content="index, follow"> <meta name="country" content="United States"> <meta name="region" content="americas"> <meta name="Language" content="en"> <meta name="Updated 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//page info pageData.pageInfo = pageData.pageInfo || {}; pageData.pageInfo.breadCrumbs = "Industries / Financial Services"; </script> <script type="application/ld+json"> { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Industries", "item": "https://www.oracle.com/industries/" }, { "@type": "ListItem", "position": 2, "name": "Financial Services", "item": "https://www.oracle.com/financial-services/" } ] } </script> </div> <!-- Widget - 1 --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RH03v3 --> <div class="herotitle"> <h1 class="rh03head">Financial Services Customer Acquisition and Experience</h1> <p class="rh03dt">Help customers discover the right financial products and services. Convert and onboard them in their preferred interaction channels.</p> <div class="obttns"> <div> <a href="/a/ocom/docs/industries/financial-services/fs-elevate-customer-comm-sb.pdf" data-lbl="fs-elevate-customer-comm-sb-lnk" target="_blank">Elevate Customer Communication with Oracle Financial Services (PDF)</a> </div> <div class="obttn"> <a href="/a/ocom/docs/industries/financial-services/fs-top-6-benefits-customer-cloud-info.pdf" data-lbl="fs-top-6-benefits-customer-cloud-info-lnk" target="_blank">Top 6 benefits of our Communication Cloud Service (PDF)</a> </div> </div> </div> <!-- /RH03v3 --> <!-- END: oWidget_C/_Raw-Text/Display --> </div> </section> <!-- /RH03v2 --> <!-- END: oWidget_C/PageTitleBannerV2/Display --> <!-- start : ocom/common/global/components/compass/related-widgets --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RC59v0 --> <section class="rc59 rc59v0 rw-theme-40bg" data-trackas="rc59" data-ocomid="rc59" data-a11y="true"> <div class="rc59w1 cwidth"> <ul class="rc59w2"> <li class="rc59w3"> <strong><a href="/cx/customer-data-platform/idc-marketscape-financial-services-industry/" data-lbl="download-the-idc-excerpt-header">IDC named Oracle a Leader in the IDC MarketScape: Worldwide Customer Data Platforms focused on Financial Services Industry</a></strong> <div class="obttns"> <div class="obttn2"> <a href="/cx/customer-data-platform/idc-marketscape-financial-services-industry/" data-lbl="download-the-idc-excerpt-ctabttn">Download the IDC excerpt</a> </div> </div> </li> </ul> </div> </section> <!-- /RC59v0 --> <!-- END: oWidget_C/_Raw-Text/Display --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RC77v1 --> <section class="rc77 rc77v1 rw-neutral-10bg rw-pattern6 rw-pattern-10p cpad" data-trackas="rc77" data-a11y="true"> <div class="rc77w1 cwidth"> <header class="rw-ctitle-center"> <h2 class="rw-ptitle" id="listLabel1">Turn customer data into amazing experiences</h2> </header> <div class="col-framework col2 col-gutters col-justified inview" role="list" aria-labelledby="listLabel1"> <div class="col-w1"> <div class="col-item" role="listitem"> <div class="col-item-w1"> <div class="rc77info"> <h4>Provide consistent, timely, and personalized experiences across all touchpoints</h4> <p>Make every customer interaction matter by connecting all your business data across advertising, marketing, sales, commerce, and service while complying with all financial industry standards and regulations.</p> <a href="//www.oracle.com/webfolder/s/quicktours/cx/pt-cx-financial-services/index.html" target="_blank" data-lbl="pt-cx-financial-services:explore">Explore Customer Experience Solutions in Action</a> </div> </div> </div> <div class="col-item" role="listitem"> <div class="col-item-w1"> <div class="rc77info"> <h4>Attract, onboard, and service your customers across all channels</h4> <p>Build the digital experiences that your retail customers will come back for and that your corporate customers demand. Empower them to transact and discover new products in their preferred channels.</p> <a href="/financial-services/banking/digital-experience/" data-lbl="digital-experience:explore">Explore Digital Banking Experiences</a> </div> </div> </div> </div> <div class="col-w1"> <div class="col-item" role="listitem"> <div class="col-item-w1"> <div class="rc77info"> <h4>Combine marketing and customer data to create targeted, real-time offers</h4> <p>Link customer behaviors, transactions, and demographics across marketing, sales, service, and your back-office applications to create the next great experience.</p> <a href="/cx/marketing/" data-lbl="cx-marketing:explore">Explore Oracle Marketing</a> </div> </div> </div> <div class="col-item" role="listitem"> <div class="col-item-w1"> <div class="rc77info"> <h4>Deliver consistent and intelligent customer service, anytime</h4> <p>Balance self-service and assisted customer service that solves problems faster and builds meaningful relationships on your customers’ preferred interaction channels.</p> <a href="/cx/service/" data-lbl="cx-service:explore">Explore Oracle Service</a> </div> </div> </div> </div> </div> </div> </section> <!-- /RC77v1 --> <!-- END: oWidget_C/_Raw-Text/Display --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RC64v1 --> <section class="rc64 rc64v1 cpad-top rw-neutral-00bg" data-a11y="true" data-trackas="rc64" data-ocomid="rc64"> <div class="rc64w1 cwidth"> <header class="rw-ctitle"> <h2 class="rw-ptitle">Discover how financial brands are using Oracle to deliver personalized experiences </h2> <div><a href="/customers/?industry=ind-finsvc~ind-insur" data-lbl="explore-more-customer-stories">Explore more customer stories</a></div> </header> <ul class="rc64nav"> <li><a data-target="rc64panel_1" class="active" tabindex="0" role="button" aria-current="true" data-lbl="payoneer"><span>Payoneer</span><div class="rw-logo rw-logo-centered"><img data-src="/a/ocom/img/customerlogo-payoneer-blk.svg" alt="Payoneer"></div></a></li> <li><a data-target="rc64panel_2" tabindex="0" role="button" aria-current="false" data-lbl="bank-guam"><span>Bank of Guam</span><div class="rw-logo rw-logo-centered"><img data-src="/a/ocom/img/customerlogo-bankofguam-blk.svg" alt="Bank of Guam"></div></a></li> <li><a data-target="rc64panel_3" tabindex="0" role="button" aria-current="false" data-lbl="australian-finance-group"><span>Australian Finance Group</span><div class="rw-logo rw-logo-centered"><img data-src="/a/ocom/img/customerlogo-australianfinancegroup-blk.svg" alt="Australian Finance Group"></div></a></li> <li><a data-target="rc64panel_4" tabindex="0" role="button" aria-current="false" data-lbl="aman-bank"><span>Aman Bank</span><div class="rw-logo rw-logo-centered"><img data-src="/a/ocom/img/customerlogo-amanbank-blk.png" alt="Aman Bank"></div></a></li> </ul> </div> <div class="rc64w2"> <div class="rc64w3 active" data-target="rc64panel_1" data-bgimg="/a/ocom/img/rc64-fs-cx-payoneer.jpg" alt=""> <div class="rc64w4 cwidth"> <div class="rc64w5 rw-scrim-neutral-00bg"> <div class="rc64sub">Payoneer delivers individual experiences on a global scale</div> <div class="obttns"> <div class="obttn"> <a href="/customers/payoneer/" data-lbl="payoneer:story">Read Payoneer's story</a> </div> </div> </div> </div> </div> <div class="rc64w3" data-target="rc64panel_2" data-bgimg="/a/ocom/img/rc64-fs-cx-bank-guam.jpg" alt=""> <div class="rc64w4 cwidth"> <div class="rc64w5 rw-scrim-neutral-190bg"> <div class="rc64sub">Bank of Guam uses cross-channel data to improve customer service and boost sales</div> <div class="obttns"> <div class="obttn"> <a href="/customers/bank-of-guam/" data-lbl="bank-of-guam:story">Read Bank of Guam's story</a> </div> </div> </div> </div> </div> <div class="rc64w3" data-target="rc64panel_3" data-bgimg="/a/ocom/img/rc64-fs-cx-australian-finance.jpg" alt=""> <div class="rc64w4 cwidth"> <div class="rc64w5 rw-scrim-neutral-190bg"> <div class="rc64sub">Australian Finance Group doubles innovation capacity and delivers new services</div> <div class="obttns"> <div class="obttn"> <a href="/customers/afg-1-erp-cl/" data-lbl="afg:story">Read Australian Finance Group's story</a> </div> </div> </div> </div> </div> <div class="rc64w3" data-target="rc64panel_4" data-bgimg="/a/ocom/img/rc64-fs-cx-aman-bank.jpg" alt=""> <div class="rc64w4 cwidth"> <div class="rc64w5 rw-scrim-neutral-00bg"> <div class="rc64sub">Aman Bank increases customer response rates by 30% and cuts operating costs</div> <div class="obttns"> <div class="obttn"> <a href="/customers/aman-bank-1-service-cloud/" data-lbl="aman-bank:story">Read Aman Bank's story</a> </div> </div> </div> </div> </div> </div> </section> <!-- /RC64v1 --> <!-- END: oWidget_C/_Raw-Text/Display --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RC39v4 --> <section class="rc39 rc39v4 rc39flex cpad bgimg" data-bgimg="/a/ocom/img/rc39v4-industry-quote.jpg" alt="Keybank quote image"> <div class="rc39w1 cwidth"> <div class="rc39w2 cwidth-10"> <div class="rc39w5 rc39full"> <div class="rw-logo"> <img data-src="/a/ocom/img/customerlogo-keybank-blk.svg" alt="Keybank logo"> </div> <div class="rc39w3 rc39quote"> <p>“One of our strategic pillars is to digitize the enterprise to meet our clients where they need us to be. We want to originate all of our capabilities...in a digital way.”</p> </div> <div class="rc39w4"> <b>Amy Brady</b> <p>Chief Information Officer and Executive Vice President, Keybank</p> </div> </div> </div> </div> </section> <!-- /RC39v4 --> <!-- END: oWidget_C/_Raw-Text/Display --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- RC30v0 --> <section class="rc30 rc30v0 cpad o-bgimg" data-trackas="rc30" data-ocomid="rc30" data-lbl="resources:"> <div class="rc30w1 cwidth"> <h3>Find resources and more</h3> <div class="rc30w2"> <form class="oform rc30mobnav"> <span class="oform-w1"> <span class="oselect"> <select name="f4"> <option value="#rc30category-1">Insights and news</option> <option value="#rc30category-2">Share knowledge</option> <option value="#rc30category-3">Cloud update readiness</option> </select> </span> </span> </form> </div> <div class="rc30w3"> <div class="rc30w4 rc30pane" id="rc30category-1" data-lbl="insights-news:"> <div class="col-framework col2"> <div class="col-w1"> <div class="col-item rc30-390w rw-neutral-30bg"> <div class="col-item-w1 rc30w10"> <div class="rc30w6"> <h4>Open Banking: The Race to Deliver Banking-as-a-Service</h4> <p>MIT Review and Oracle’s In-depth Interview & Study: Understand how the industry is interpreting open banking and opportunities available.</p> <div><a href="https://go.oracle.com/LP=74423?elqCampaignId=139543" data-cxdtrack=":ow:o:p:po:::" data-adbtrack="BUMK180124P00052:ow:o:p:po" data-lbl="banking-experience">Build new banking experiences</a></div> </div> </div> </div> <div class="col-item rw-neutral-40bg"> <div class="col-item-w1 rc30w11"> <h4>More information</h4> <ul class="icn-ulist"> <li class="icn-file-pdf"><a href="/a/ocom/docs/applications/cx/impact-cx-data-issues-fs-companies.pdf" data-lbl="impact-cx-data-issues-fs" target="_blank">Customer Experience Trends and the Impact to Financial Services (PDF)</a></li> </ul> </div> </div> </div> </div> </div> <div class="rc30w4 rc30pane" id="rc30category-2" data-lbl="share-knowledge:"> <div class="col-framework col2"> <div class="col-w1"> <div class="col-item rc30-390w rw-neutral-30bg"> <div class="col-item-w1 rc30w10"> <div class="rc30w6"> <h4>Oracle Banking applications</h4> <p>Achieve customer insight across relationships, fully digitize processes, and offer complete connected financial services. Provide loans and capital faster, ensure financial wellness for individuals, profitability and growth for businesses.</p> <div><a href="/financial-services/banking/" data-lbl="fs-banking">Redefine the value chain</a></div> </div> </div> </div> <div class="col-item rw-neutral-40bg"> <div class="col-item-w1 rc30w11"> <h4>Additional insights</h4> <ul class="icn-ulist"> <li class="icn-chevron-right"><a href="/cx/platform/" data-lbl="cx-platform">Oracle Cloud CX Platform</a></li> </ul> </div> </div> </div> </div> </div> <div class="rc30w4 rc30pane" id="rc30category-3" data-lbl="readiness:"> <div class="col-framework col2"> <div class="col-w1"> <div class="col-item rc30-390w rw-neutral-30bg"> <div class="col-item-w1 rc30w10"> <div class="rc30w6"> <h4>Learn what's new in the latest release</h4> <p>Review cloud update readiness material to learn what's new in Customer Acquisition and Experience.</p> <p><a href="https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/offering.html?offering=cx-financial-services" target="_blank" data-lbl="learn-whats-new-cx">Learn what's new in Customer Acquisition and Experience</a></> </div> </div> </div> <div class="col-item rc30-blank rw-neutral-30bg" data-bgimg="/a/ocom/img/bgimg01-bgne-overlay-03.png"> </div> </div> </div> </div> </div> </div> </section> <!-- /RC30v0 --> <!-- END: oWidget_C/_Raw-Text/Display --> <!-- end : ocom/common/global/components/compass/related-widgets --> <!-- start : ocom/common/global/components/framework/layoutAssetEndBodyInfo --> <!-- Dispatcher:null --> <!-- BEGIN: oWidget_C/_Raw-Text/Display --> <!-- U10v0 --> <footer id="u10" class="u10 u10v6" data-trackas="footer" type="redwood" data-ocomid="u10" data-a11y="true"> <nav class="u10w1" aria-label="Footer"> <div class="u10w2"> <div class="u10w3"> <div class="u10ttl">Resources for</div> <ul> <li><a data-lbl="resources-for:career" 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