PlatformZeroSM is a cloud-based, low-code digital and automation solution for financial services that improves user experience and operational efficiency. PlatformZero provides a wide range of digital, automation features and solutions for banking, wealth management, insurance and employee experience.
Business Content for Financial Services
50-plus financial services applications can be configured and assembled to create a unified customer, advisor experience and digitize any transaction end-to-end
Offerings for banking, wealth management, insurance and employee experience
Pre-selected, pre-integrated digital and automation capabilities
API-enabled and integrates with your channel and BoR systems
Standard process analytics, continuous improvement and productivity tools
Proven Return on Investment
Focus on business outcomes
Improved customer, advisor and employee satisfaction
Improvement of more than 50% operational efficiency
Rapid time to market (4-6 months)
Secure SOC 2 compliant cloud-based offering to reduce upfront costs
PlatformZero provides end-to-end process digitization solutions across the financial services industry to help clients be more efficient and effective.
The sudden shift to fast-tracking digitization efforts has proved challenging for companies to execute. Investing in a scalable, secure, mobile and web optimized portal delivers an intuitive and personalized experience for employees, while accelerating digitization efforts in the most cost-effective fashion.
Accelerating trends in digitizing the wealth management experience for both customer and the back-office has forced companies to evolve. In order to adapt, companies need an end-to-end process digitization solution to automate back-office processes for institutions and provide customers with an easy, online experience.
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RETHINKING BACK OFFICE TRANSFORMATION - YOUR UNTAPPED POT OF GOLD