The financial experience, built on data and trust
Financial services cover more than products, premiums, loans, or assets. They pertain to important moments in a customer’s life: security, growth, risk, and trust. Intouch365 helps financial institutions better understand and interact with customers in a way that matters.
Personal, data-driven, and distinctive.
Consumers demand tailor-made services and product offerings that seamlessly match their specific needs depending on their life phase, living situation, or profile. The shift to a data-driven, high-end customer experience across various channels is challenging due to complex cloud environments and demanding oversight frameworks. At the same time, new fintech players put pressure on the market with new business models while innovating without legacy constraints.
Intouch365 helps your organization safely unlock the full potential of raw customer data, derive insights and patterns, and deploy them for a real-time, proactive Customer Experience in every channel. By combining deep knowledge of Microsoft technology with a passion for Data Science and CX, we transform data and security from a bottleneck into a strategic advantage.
Get to Know Your Customer
From transactions, accounts, and insurance to marketing interactions and website behaviour: we bring together your customer data to discover who your customers are, what moves them, and where your organization can create value.
Make Data Personal
From product ownership, life stage, and financial needs to channel preferences: we translate customer data into relevant segments and personal customer journeys. This ensures you remain relevant to your relationships based on their situation, financial possibilities, or life phase.
Create Value at Each Touchpoint
From acquisition and onboarding to retention and service: every customer moment requires relevance. We help personalize contact channels, from the website and paid social to personal advice, offering real-time, smart solutions for conversion, retention, and lifetime value.
Predict Behaviour and Needs
With Data Science and Machine Learning, we recognize patterns in behaviour, life stages, and financial developments. This way, we identify opportunities and risk derivatives early to deliver a proactive, hyper-personal customer approach.
Secure and Responsible Construction
We combine data-driven innovation with strict governance and security. This ensures customer data remains protected, compliant, and responsible for personal financial services.
Innovation and Growth
To accelerate, we help break down fixed thinking patterns and working methods. Together, we translate company ambitions and objectives into data, technology, and customer interactions that drive growth.
Bring data to life. Activate your ambitions.
Our mission is to help banks, insurers, and agencies use their customer data and convert it into insights, customer needs, and predictions. In doing so, we lay the foundation for a personalized, customized Customer Experience that impacts retention, conversion, and customer value.
With our expertise in Data Strategy, Customer Experience, and Data Science, Intouch365 supports your organization to innovate based on powerful Microsoft technology. We transform customer data from a complex challenge into a strategic advantage: safe, scalable, and personal.
From the initial vision and architecture to final platform adoption and campaign execution: working together, we bring your ambitions and data to life.
From ambition to impact with data, CX, and technology
Data Strategy
We translate ambitions into a clear course for CX, data, and technology in finance. From vision to roadmap: always in close collaboration with teams and management. This is how we create support within every layer of your institution and throughout every phase of implementation.
Customer Experience
We map the customer journey and create a personal customer experience across every channel. Through Dynamics 365 CE, Customer Insights-Journeys, and Customer Insights-Data, we deliver experiences that surprise and exceed the standard in the financial sector.
Data Science & AI
We centralize data from transactions and product collection to marketing interactions and make it usable through analytics, Machine Learning and AI. With Microsoft Fabric and Copilot Studio we build the engine for a data-driven financial institution.
Data Governance & Compliance
Compliance is the foundation for every financial player. Using specialized tools such as Microsoft Purview and Fabric, we build a reliable framework so that customer data can be used responsibly for personalized CX.
Innovation and impact with Microsoft technology.
Impact and progress require innovation and robust technology. With Microsoft tools and additional platforms, we securely connect customer data, activate personalized customer journeys, and give teams more direction, while always adhering to the high standards of security and compliance in finance.
Dynamics 365 Customer Engagement
The central environment for relationship management, customer interaction and process support. With Dynamics 365 CE we give teams control over sales, marketing and follow-up so that commercial opportunities are better recognized and cashed.
Customer Insights-Data
Bring together all your customer data: from bank balances to coverage, marketing interactions, and digital channels into one reliable 360-degree customer view. This creates the basis for data enrichment, target segmentation, and data-driven CX.
Customer Insights-Journeys
Make your financial journey truly personal: from onboarding, advice, and retention to cross-selling and upselling. This way, you build relationships at the right time, through the right channel, and with communication that suits their life stage, needs, and interests.
Microsoft Fabric
Build an ultra-strong data foundation for analytics, Machine Learning, and Artificial Intelligence. Fabric helps financial institutions bring customer and marketing data together safely to make an impact through insights, prediction models, and data-driven decision-making.
Copilot Studio
Develop smart AI agents that accelerate and enrich CX in finance. Give sales and marketing teams support through personal assistants in campaign planning, execution, and analytics.
Optimizely
Personalize the website and app for leads and customers looking for your products, insurance, or financial services. Increase conversion, retention, and upsell opportunities by personalizing the web and app experience based on your first-party data.