KANA for Wealth Management

  
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The Problem

Financial Advisors struggle to strengthen client relationships

Strong client relationships are key to increasing revenue. Deeper ties can be formed and trust developed.

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Financial Advisors struggle to strengthen client relationships

Build on trust

Trusted wealth advisors manage 26 per cent more of client money and are five times more profitable than untrusted rivals
– Source: WEATHERILL EXECUTIVE CONSULTING

Financial advisors are tasked with rebuilding customer trust as a result of the global economic turmoil that has left clients feeling uncertain. This puts a renewed emphasis on the relationship between clients, financial advisors and in-branch customer service staff throughout the entire customer life cycle.

Next: Imagine If...

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Imagine If...

Advisors and customer service staff could become more efficient while also enhancing client relationships

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Advisors and customer service staff could become more efficient while also enhancing client relationships

Efficient vs. Effective Service

Imagine If...

  • Advisors had more time to find and develop clients
  • Advisors had automated access to client information from other parts of the bank
  • Clients could use their preferred communication channels (including web, self service and mobile) to communicate with advisors
  • Information was captured only once
  • Advisors received automated prompts to ensure that the full range of banking services were discussed with clients
  • Advisors and in-branch agents were automatically connected to back-office systems as and when required

Next: The Solution

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The Solution

KANA for Wealth Management

Built on the KANA SEM (Service Experience Management) platform, KANA for Wealth Management brings together case management, business process management, knowledge management, real time analytics and social media to streamline your customer service capabilities.

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KANA for Wealth Management

Consistent service regardless of channel

Integrate with a wide range of back-office systems to increase advisor and agent productivity. This provides consistent, relevant and timely information to your front- and back-office teams and to your clients.

Clients can connect with you in whichever channel they prefer—accessing services how they want, when they want.

KANA’s solution for Wealth Management makes it easy to access information, communicate with customers and manage customer cases. It frees up advisors to focus on new business and on developing existing relationships while improving the customer experience.

More information:

Next: Why KANA

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Why KANA

KANA’s integrated approach is based on over 12 years of experience in delivering customer service solutions. Our products are already streamlining customer service in many of today’s leading banks

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KANA’s integrated approach is based on over 12 years of experience in delivering customer service solutions. Our products are already streamlining customer service in many of today’s leading banks.

Improved service experience.

Analysts (including Gartner, Forrester and Info-Tech) have named KANA as a leader in the market.

KANA extends your customer service capabilities beyond the call center to include all your customer touch points. By integrating multiple communication channels, including face-to-face, Web, mobile, and social media, you can adapt to changing client preferences.

Next: The Problem

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7 Best Practices for Business Process Management in Customer Service

Effective customer service is not just about service experiences but about the business processes put in place to deliver them. If your processes are mired in a rigid infrastructure, you can't adapt the service experience at the pace of change required. Read more

Balance the competing demands of your customers and your business

While 80% of companies believe they are doing an outstanding job delivering good customer experiences, only 8% of their customers actually agree. According to Esteban Kolsky, this gaping disconnect reflects the lacking ability of service organizations to provide the simpler, faster, better service customers want—not their lack of trying. Read more

Designing the Great Self-Service Experience

Customers increasingly want to take care of business by themselves—right on your website. Studies show they don't always want to interact with you directly. Read more

Dynamic Case Management For Customer Service

There's no way to anticipate every turn a customer interaction may take. A customer may call in to pay a bill and then want to look in to upgrading a service plan or seek advice. Read more

Knowledge-Infused Processes: The Solution to Self-Service Woes

Customers trying to resolve their issues using online self-services are looking to achieve one thing: resolve their issues! Promptly. The experience, however, is often a one-dimensional search that keeps on going. Read more

Six Best Practices in Agent Knowledge Management

How do you make sure your customers are having good service experiences with your brand? You measure the experience and adapt accordingly. Read more

Will Your Customers Really Wait for You to Get Service Experience Right?

Good customer experiences—and bad ones—define your brand. If your customer service reps are alt-tabbing through dozens of screens—entering and re-entering customer information while customers wait on the phone—well, need we say more? Read more

 Bank Leumi

Bank Leumi sets a new standard for online customer service while reducing calls by 17% with KANA IQ.

The Experience Revolution — Optimizing Customer Service Experience through Mobile, Social and Knowledge-Infused Process

Customer service is undergoing a dramatic revolution; from a relatively simple proposition—the call center—into a complex, multi-channel, multi-experiential process. The advent of social and mobile communities coupled with rising customer expectations has created the impetus for new thinking; the emphasis is finally being put on the experience itself. Read more

Secrets of Customer Service Leaders – How They Differentiate by Daring to be Different

Today the secret to business success is good customer experience. Customer experience defines customer's perception of your company throughout the interaction life-cycle including pre-sales, purchase and then post-sales support. Read more.

One Size Doesn't Fit All! - How to Create Differentiated Customer Experiences

A one-size-fits-all strategy just isn't going to cut it anymore. Since service providers are challenged to provide tailored service at a reasonable cost, the next best alternative for them is to go for the least common denominator and hope that the "average customer" will be happy with the service. Read More.

ING Case Study: Blending Knowledge with Process – the Recipe for Contact Center Success

Join Amsterdam based, Knowledge Management expert, Adam Fuller, Project Manager — Call Solutions of ING, for a live one-hour webinar to learn how ING is using knowledge to:

  • Meld Knowledge Into The Agent Workflow
  • Make Knowledge Interactive Within The Agent Interface
  • Improve Knowledge Delivery Via Process Based Analytics

Read more.

Transforming Contact Centers: Best Practices from The Trenches

Join us for this complimentary event to learn:

  • Common application challenges in contact centers
  • How leading enterprises have transformed their contact centers with adaptive desktops
  • How an adaptive desktop can make operations more efficient and agents more productive
  • What technologies are required to deploy an effective agent desktop

Read More.

See the product in Action

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