Portal and Intranet Solutions for Banking & Financial Services
The financial services industry is undergoing immense change and pressures from many angles. Liferay DXP is helping banks, insurers and wealth management providers across Australia, New Zealand, and globally, to compete in a digital world by:
- Delivering customer self-service sites
- Creating modern portals, intranets, websites and mobile apps
- Designing business processes around the customer
- Extending functionality and developing new digital solutions quickly
Banking & Financial Services Use Cases
Digital banking is an opportunity to provide a better customer experience across every channel 24/7 through native mobile banking, corporate portal and online banking sites, and targeted offers based on richer customer insights. LGT reinvented their digital service offering to provider quicker, better and more personal customer experiences with a focus on mobile-first for better banking. LGT SmartBanking built on Liferay provides a consistent and fully-integrated platform for a variety of applications so all users, including customers, relationship managers, prospects and intermediaries, have access to the platform from both desktop and mobile devices.
Whether it is a personal banking app, a responsive wealth management website or a simple money management software/tool such as a budgeting mobile app, consumers want to access financial services through their smartphones. Liferay DXP has helped one bank extend existing website functionality to mobile applications, without building anything from scratch. This enables the same look and feel across the entire platform, and connects services on the back end to ensure experiences are consistent on every device.
A financial planning firm uses Liferay to give its investment advisors tools for trading and account setup online. Detailed reporting gives them the information and insight they need to work with clients. A connected customer view allows clients to view their accounts, balances and performance reports so they can stay informed. Functionality includes Savings, Investments, Retirements, Life Events modules and Calculators.
A digital experience platform can take into account the relevant context for each interaction whether direct, through brokers, financial institutions, or agents, ensuring that the customer is always at the center of each transaction. General insurance company Allianz Australia Insurance boasted a history of market leadership and strong brand recognition but faced the challenge of competing with younger, fast-growing insurers. Using Liferay Allianz launched a customer portal providing prospective and existing customers with a comprehensive and interactive view of their insurance-related identity integrating with existing databases and data sources enabling search and saving of quotes, creation of a unique online identity, policy renewal and bill payment plus other insurance related activities.
One of the largest European financial services groups Societe Generale needed to bring together 169 intranet sites in multiple languages on to a single platform with 40 multilingual sites. The overhaul enabled business teams to gain more autonomy with content managers able to update content without having any special technical knowledge as IT teams create site templates in line with the new graphic guidelines. It also allows for personalized and dynamic browsing which delivered a big increase in user satisfaction levels.
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