The evolution of the financial services industry continues. Digital channels increase in importance and create new competitors, regulatory requirements continue to grow, customer expectations are rising and shareholders continue to demand healthy returns. KPMG Adoxio can help you meet these challenges head on. We offer a broad range of products and services optimize you customer and channel strategies, modernize your operations and improve your user engagement.
Effectively Manage Relationships & Maximize Resources
Leverage the power of Microsoft Dynamics 365 and Portals to help effectively manage partner relationships, and provide access to a self-service portal. Customers and collaborators can log into self-service portals to submit requests and manage accounts, contacts, locations and other details. An effective resource management solution that assists your employees to get more done and achieve greater job satisfaction. Schedule your team better to help maximize profitability tracking resources and project requests.
Customer experience, digital & Operational transformation
Align your people, processes and technologies to help improve the customer experience and enhance the customer journey with a range of customer segregation, data analytics, and digital strategies. Enhance efficiency and productivity by helping to strengthen your cost management, shared services, vendor relationships, technology systems and organizational design.
Automate your Processes & Workflows
Intelligent cloud solutions let you connect and monitor your devices to better analyze previously untapped data. Adjust to meet changing customer demands by dynamically realigning production. Reduce manufacturing waste by improving and automating processes.
Key Process Enablement
Reduce the cost, time and effort of onboarding new clients, track deal management, loan approvals.
- Optimized scheduling - Get the right resources to the right place at the right time
- Contract management - Increase customer satisfaction and proactively mitigate issues
- Omnichannel engagement - Engage your stakeholders through the channel of their choice
- Customer communications - Put your customers at the center of every interaction
Focused on asset firms that sell through direct or indirect channels. Broker planning and performance monitoring and direct client engagement
- Customer case management
- Broker and customer issue reports
- Contact management
- Manage payment and billing
- Detailed monitoring and reporting to ensure proper checks and balances
banking as a service
Upgrade to clever business software that handles the complexity of your business. A solution that helps you manage everything in one hub and take time back to focus on what counts.
- link your banking to your accounting
- Improve cash flow with forecasting
- Make decisions with certainty
- See the full picture in one hub
- Scaling as your business grows