Hearing clients, complying with regulators, saving money.
They invest billions for millions—corporations, foundations, funds and, yes, individuals. For nearly a century, people all over the world have trusted them with their financial future. But no matter how trusted, financial issues are volatile and generate plenty of feedback, requests and concerns.
As the business grew, tracking customer feedback about retail investments couldn’t keep up with the multiple channels through which it arrived. Processing was manual. Reporting was sporadic and late. Drilling down was time-consuming and costly. And few unstructured comments were captured
Clarabridge’s unique solution captures 100% of the structured data in a timely manner. Analysis is routed to internal stakeholders within hours via secure, password protected channels. Comments in social media are captured and added to the voice of customer mix. And in addition to strategic insights about customers, compliance with the FINRA, the Financial Industry Regulatory Authority, is streamlined, triggering automatic reporting to better control risk of fines from the regulator.