Speedy, flexible, coherent customer data
Your bank, your customers, your way
With our advanced application, customer management has never been this easy. Seamlessly store and manage legal entities including consumers, corporations, financial institutions, and fintech partners. And make the customer experience – customized.
Benefits you can bank on
Elevated customer loyalty
Tailored onboarding experiences drive higher satisfaction, reducing churn and fostering long‑lasting, profitable relationships.
Amplified revenue opportunities
Deep customer insights enable relevant cross‑selling and upselling from the outset, maximizing initial and continued revenue streams.
Operational optimization
Granular control streamlines onboarding, enabling automated personalization for increased efficiency and reduced costs.
Unmatched customer experience
Hyper‑personalized journeys create superior, memorable experiences that show customers you care.
Data‑driven growth strategies
Robust analytics provide early customer intelligence, informing decisions for targeted product development and strategic growth.
Customer profile management
Record and manage information on various legal entities. Enable management of beneficial ownership details. Perform periodic OFAC checks.
Personalized customer experiences
Offer Superapp functionality to consolidate services, features, and functions in a single app. Facilitate customer segmentation and define entitlements for hyper‑tailored experiences.
Account management
Manage account types end‑to‑end, including core, multi‑currency, virtual, and external accounts. Control features like sweeps, analysis, underwriting, and limits. Set fee tiers at account level.
Customer lifecycle management
Streamline the customer lifecycle from onboarding to offboarding. Utilize data analytics and reporting for insights into customer behavior, preferences, and trends.
Notifications and communication
Support real‑time notifications for business processes and customer updates across multiple channels like email, SMS, SFTP, and webhooks.
Open APIs
Enable seamless integration and real‑time updates of customer data across all banking platforms with open APIs.
Gamification through rewards
Implement gamification with reward points to boost customer loyalty and engagement.
Curated customer onboarding
Harness the power of lifecycle intelligence and onboard customers seamlessly. With complete control, you can craft onboarding journeys that’re hyper‑personalized to each and every customer. Accelerate time‑to‑value by aligning your offering to your customer’s expectations with deft precision. And deliver onboarding experiences so expertly tailored, they’ll feel delightfully unique to every customer.
"As we looked for a new payments operations partner, we were impressed with Finzly's technology and expertise. Its platform provides features that support FX, delivers appropriate disclosures and receipts for customer payments, and interfaces with other technology for trades and settlement."