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Financial Services

Overview

As the economy begins to weaken, many financial service providers are exploring new ways to acquire customers and combat consumer churn. Mergers and acquisitions have narrowed the playing field and have introduced the challenge of managing multiple databases, product offerings and locations. The face of the industry has changed as banks now sell insurance products as a byproduct of the Gramm-Leach-Bliley Act of 1999. The financial services customer base has broadened as Internet banking and discount brokerages offer greater service accessibility for less affluent customers. To thrive in this dynamic environment, banks, investment brokerages, and other financial services providers require a CRM partner, such as ACCENT, who understands the intricacies of the industry and who serves as a seamless extension of their marketing and customer service departments.

Specific Solutions

ACCENT's solutions for financial services companies include:

  • Customer Care
  • Broker Appointment Setting / Lead Generation
  • Customer Account Activation
  • Customer Account Notification
  • Third-party Verification
  • Advertising Contact Center Support
  • Customer Recapture Programs
  • Customer Satisfaction Monitoring
  • Broker Satisfaction Monitoring
  • LifeEvent™ Loyalty Marketing
Each solution is fully customizable for banks, investment brokerages, asset management firms, consumer and commercial lending, and other financial institutions.

Industry Experience

Over the past ten years, ACCENT has partnered with several leading financial services providers, including GE Financial Assurance, Citibank Universal Card Services, UMB Bank and Wells Fargo Bank, to develop several solutions specifically designed to build stronger customer relationships.

When customizing solutions such as broker appointment setting, customer care and customer acquisition and recapture, the ACCENT team infuses their unique combination of financial services industry knowledge and CRM expertise into each client's program, yielding exceptional results.

An American Family Insurance Company executive summarized their rigorous RFP process and outcome of the resulting partnership with ACCENT as such:

"We have a very discriminating customer base and agency force that demands the highest level of customer service. Our decision to go with ACCENT was based on a 14-vendor RFP process. We are more than happy with our choice and ACCENT continues to deliver."

ACCENT offers more than exceptional quality and performance. Team members share an unparalleled passion and dedication to exceed client expectations and to find ways to help clients drive value from every customer interaction - from cross-selling financial services products to generating a highly qualified lead.

Contact Us

Find out more about how ACCENT can create a customized solution for your company by completing the "request for more info" form or call 812-206-6200.