Advisor Transformation with Deep Personalization

Empower advisors and refine the customer experience with effective personalization

Customer expectations for a convenient digital experience has evolved. They want round the clock access to information and accelerated response from their brands.  In businesses where agents/advisors play a key role, like the Insurance and the banking industries, the ask to digitally empower the advisors is the need of the hour.

To effectively communicate with their customers across numerous digital contact points, advisors require access to self-service options. Customers, on the other hand, require an omnichannel tailored experience when interacting with their business.

Capgemini’s Advisor Transformation with Deep Personalization strives to deliver a personalized customer experience in real time, while empowering advisors digitally to have access to intelligent consumer insights for efficient customer engagement.

The solution is valuable to our customers when they are seeking to:

  • Provide their agents/advisors with a modern digital storefront for effective consultation-led sales and engagement
  • Provide access to real-time customer insights to their agents/advisors
  • Centralize the management, delivery, and time-to-market of personalized experiences
  • Understand customers in each stage of journey to present the next best experiences and offers
  • Continuously track and target personalized customer experiences at scale