Resource / Navigate the complexities of customer
July 29, 2024 | by Gustavo Bergson
Navigate The Complexities Of
Customer Communication Management
In The Banking Sector With Marketing
Automation Tools
- Uniserve™ Reach

Address customer communication management challenges with UniServe™Reach, a comprehensive Marketing Automation Platform. Enable omnichannel engagement and personalized customer communications. Ask for a demo.
Uniserve™ Reach: Streamlining Customer Communications Management In The Banking Sector With Marketing Automation
While the banking sector has adopted digital technologies to serve customers, banks are increasingly feeling the need for advanced marketing automation tools that can help them offer hyper-personalized customer experiences for better reach and conversions.
UniServe™ Reach from Intense Technologies offers a future-ready marketing automation solution to these higher order challenges faced by banks across the world today. It is a comprehensive omni-channel marketing automation platform enhanced with campaign management tools that will not only offer customers an omni-channel experience but will personalize it as well, to drive revenue growth. It will improve conversions, and enhance wallet-share of current customers and overall revenue, thus leading to a better return on investment.
To adopt such a progressive marketing automation platform, it is imperative to understand how exactly it would enable banks to adopt marketing automation seamlessly and comprehensively, and also provide them with distinctive advantages vis-a-vis customers.
The Challenge Of Managing Complex Data And Compliance
Banks capture and generate a humongous amount of customer data from diverse touchpoints, like transactions, mobile apps and social media. This data is for the foundation for designing and creating personalized marketing strategies. However, it needs to be managed efficiently in compliance with stringent and challenging regulations like the Reserve Bank of India’s (RBI) guidelines and the Digital Personal Data Protection Bill, 2023.
UniServe™ Reach offers advanced data management capabilities that allow banks to securely collect, process, and analyze customer data across multiple channels. With its built-in compliance features, UniServe™ Reach aligns all data handling practices with any kind of rigorous regulatory requirements, thus reducing the risk of penalties and upholding customer trust.
Ability To Integrate With Existing Systems Without Disruption
Overall, banks have legacy systems that existed for years and are critical for daily operations. However, they do not integrate well with modern marketing automation platforms as the process is disruptive, time-consuming, and expensive.
UniServe™ Reach specializes in this space by enabling seamless integration with legacy banking systems, thanks to its flexible architecture. This allows for a smooth transition to advanced automation capabilities, helping banks improve their marketing efforts without overhauling their entire IT infrastructure.
Optimizing Performance Efficiency Without Losing Out On High-Quality Customer Engagement
While automation is vital for large-scale marketing efforts, banks need to balance efficiency with personal connection if they do not want to lose customer trust.
UniServe™ Reach helps banks achieve this balance by generating personalized and automated communications that have room for human intervention if necessary. For instance, the platform can handle either personalised email marketing or email automation as per the task required. It could personalize customer communication or automate routine customer interactions, such as sending personalized SMS alerts, while routing more complex issues to a human representative.
Implementing an advanced marketing automation platform would be a significant investment, for most banks. Hence, the need for a clear return on investment (ROI) through increased customer engagement, retention, and revenue growth.
UniServe™ Reach is designed to be cost-effective. Its modular approach allows banks to implement the most-needed features, and scale up as they grow. This flexibility makes it easier for banks to manage costs and yet, benefit from advanced marketing automation capabilities. It also provides detailed analytics to help banks measure their marketing efforts, and identify areas of high ROI.
Enhancing Customer Experiences With Relevant Communication, Profitably
Every customer is a unique puzzle for banks to solve, given their different preferences. Marketing automation platforms need to transform customer data into actionable points that help tailor customized customer experiences for better cut-through.
This AI-powered marketing automation platform processes vast amounts of customer data to derive insights that can help design contextual campaigns and personalized offers on customers preferred channels for better reach and higher conversions, leading to higher cross-selling and up-selling opportunities and revenue growth through increased sales.
Uniserve™ Reach - A Comprehensive Solution To The Banking Sector's Marketing Automation Needs
Intense Technologies has designed UniServe™ Reach as an omni channel marketing automation platform for banks. It tackles all relevant challenges of managing complex data with accuracy while ensuring compliance without losing sight of efficacy or the cost dimension. Further, it focuses on deriving actionable insights from vast customer data to help design and deliver personalized and effective customer communication.