Improve Customer Satisfaction and Optimize Cross-Selling

Provide clients with effective self-service, automated processes, and personalized offers through a regulatory-compliant, secure client portal.

Connected Solutions for a Multichannel Customer Journey

BPER Banca launched a more engaging and personalized client experience

100%
INCREASE IN SALES LEADS
25M
SESSIONS IN THE FIRST 9 MONTHS
15M
LEADS IN THE FIRST 9 MONTHS
Self-Service & Personalization

Personalized Self-Service for a Better Experience

Give clients the freedom to access transactions and information at all hours. A personalized experience ensures offers are relevant and timely.

Self-Managed Banking

Let customers self-manage key financial tasks such as opening accounts, transfering funds, managing recurring payments, or requesting loans

Document Access

Provide secure online access to sensitive documents like contracts and statements

Personalized Content & Search

Provide personalized results, relevant content and faster access to vital support information with a robust knowledge base and powerful search capabilities

Optimized Cross-Selling

Boost cross-selling initiatives of advisors by segmenting clients according to individual preferences and the products or services they've purchased

Multichannel UX

Orchestrate experiences across your clients' preferred channels – mobile apps, chatbots, or kiosks – and distribute personalized content from a central hub

Security

Secure Experiences and Regulatory Compliance

Foster trust and cultivate loyalty among your clientele by upholding privacy and data security at the highest level.

Trusted Certification

Instill confidence in your clients and partners by complying with ISO, CSA, and SOC2 through rigorous verification

Vulnerability Protection

Safeguard against vulnerabilities, incl. CSRF attacks and Clickjacking as well as Path Traversal, Content Sniffing, etc.

Identity Management

Implement robust identity management using Multi Factor Authentication and solutions like NTLM, CAS, OpenSSO, OpenID, and more

Secure Data Storage

Guarantee secure data storage by adhering to industry standards and regulations

A modern self-service portal for leading IT service provider

parcIT increased user satisfaction and reduced manual processes with a new client portal.

5
MONTHS DEVELOPMENT
15M+
USERS
1
UNIFYING PLATFORM
Automation & Integration

Automate Processes and Integrate Your Tech Stack

Automate business processes along the customer lifecycle by utilizing flexible workflows to orchestrate a cohesive experience for your clients. Unify your tech stack and tools with best-in-class integration capabilities.

Enhanced Accuracy

Reduce costly errors by avoiding manual data entry and speed up service by processing transactions, applications, and requests much faster

Notifications & Alerts

Keep clients informed with automated timely reminders and notifications – for example for security alerts, monthly payments or investments

Streamline Onboarding

Speed up common onboarding actions like the submission of KYC-related documents

Automated Recommendations

Provide tailored investment recommendations based on automated analysis of market trends, customer preferences, and risk factors

Fraud Prevention

Detect and prevent fraud with advanced algorithms that check for suspicious activities in real time

Data Integration

Integrate data from various sources to verify identities, perform background checks, and generate necessary documentation

You’ll be in Great Company – More Than 1200 Companies Worldwide use Liferay

Launch Effective Customer Portal Experiences with Liferay

Case Study

Qatar Stock Exchange Users Skyrocket 273%

E-Book

Client Portal Health Check for Financial Services

Whitepaper

7 Ways Commercial Banks Can Transform Client Experiences

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