Retail Banking

The pace of change in financial markets has accelerated with disruptive technologies, increasing regulations, and new retail business models. Is your organization ready to think like a retailer and capture emerging opportunities?

Discover the digital transformation platform that is changing the retail banking landscape. Revolutionize your customer experiences, transform business operations, and master global risk and reporting compliance.

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Key Benefits

  • Deliver an actionable customer 360 degree view
  • Gain marketing efficiencies with automation and personalization tools
  • Provide a steamlined and differentiated client service with easy access to consolidated customer data 
  • Strengthen customer relationships, improve retention of the customer’s patronage and increase loyalty 
  • Arm Relationship managers and executives with easy-to-use mobile applications

Features for Retail banking

Discover the digital transformation platform that is changing the financial services landscape. Revolutionize your customer experiences, transform business operations, and master global risk and reporting compliance.

Request demo
  • Customer Acquisition

    Manage digital and traditional delivery channels to attract and retain customers

    With XY, you can manage your customer interactions successfully and completely to attract customers, and drive loyalty and retention. Overhaul the complete customer experience with the XY Retail Platform.

  • Customer Onboarding

    Drive profitable revenue growth with a superior customer experience

    Gain competitive advantage by tailoring your on-boarding for key customer segments.

    Take a new customer-centric approach to on-boarding that spans information capture, identification, verification and fulfillment for multiple products and transactions. Track and speed movement of new account opening and manage relationships through the life of the customer.

  • Compliance

    Improve operational agility and customer focus while ensuring regulatory compliance and mitigating risk with XY Retail.

    XY Retail platform enables you to rapidly deliver solutions to institutional customers, resulting in over 80% reduction in customer service processing time.

  • Product Management

    Streamline New Product Introduction and Targeted Marketing Campaigns

    Build easy, powerful, unified customer experiences with FinTech. Our platform for product management is quickly integrated, modular, and adaptable. Deploy everywhere, across any and all devices. 

  • Retail CRM 

    Be the bank that customers love.

    XY brings years of in-depth expertise in creating solutions for the financial services industry. It allows us to leverage the core capabilities of CRM and tailor it to meet the unique and specific needs of Retail Banking. 

    XY platform allows banks to easily store, format, query and make any other manipulations with this data to start looking for trends leading to customer churn.

  • Operational Effectiveness

    Automate your business processes for increased productivity

    Enable your knowledge workers with a dynamic, user-driven way to get the job done.

    Controlling your operations costs and cycle times is critical to ensuring competitiveness. Whether raising funds, making loans, keeping assets in custody or trust, or managing them to generate return – every transaction is an opportunity for improvement.