Person-Centric ECM Software
A person-centric approach to enterprise content management enables financial institutions to create a banking environment that treats account holders as unique individuals. This modern strategy not only allows banks and credit unions to deliver more personalized services but also provides a deeper understanding of each person’s banking history, both current and past, for improved decision-making and risk mitigation.
In content management, person-centric solutions leverage advanced analytics and intelligent capabilities to consolidate all relevant IDs, collateral, and accounts into a unified view. This approach streamlines the process for employees, empowering them to offer personalized service, enhance customer satisfaction, and foster long-term loyalty.
Use Case Example
Bradley Pittman visits a branch of your financial institution to make a deposit into his personal checking account. Using a person-centric solution, the teller quickly retrieves Bradley's profile by entering his name. All relevant details appear in a single dashboard, including Bradley's multiple member/customer IDs, personal checking and savings accounts, business account information, and details about his auto and home loans.
While processing the deposit, the teller notices that Bradley does not have a credit card account with the institution. Given his strong banking relationship and the fact that all his accounts are in good standing, the teller recognizes him as a prime candidate for a credit card offer. The teller informs Bradley about a current credit card promotion, and Bradley decides to apply on the spot.
- Read more about Document-Centric ECM Software
- Read more about Account-Centric ECM Software
- Read more about Member / Customer-Centric ECM Software
Learn more about Alogent’s ECM solution suite and its person-centric approach
