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Introduction

This whitepaper will address customer portals and the general concept of digital self-service , focusing on the customer experience within financial services . Banks and other financial institutions should consider the opportunities to grab market share and decrease operating costs by leveraging self-service . Those that understand and implement effective self-service portals will gain a competitive advantage in the years ahead .

Here are specific topics we will cover :

1 . Integration to core banking 2 . Automating existing processes 3 . Applying B2C trends to B2B 4 . Leveraging existing customer data

Those banks that adapt to the demand for digital solutions for all forms and reporting are required to service loans position themselves to be more successful .

Integrations to Core Banking

While the banking industry has made great improvements in digital self-service , most of the recent trends and reactions to the pandemic center around end-user accessibility . Video banking and interactive teller machines ( ITMs ) are a big part of banking branch transformations and infrastructure overhauls . These options may become standard and expected for banks in the near future , and it ’ s not a big step to expect brokerage houses and other financial institutions to follow suit .

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