O’Neil Digital Solutions’ ONEsuite CCM + CX Platform Rated a Global Leader by Industry Analysts

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Improve customer and member communications with CCM software (financial, healthcare)
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DEEP INSIGHT.
BETTER ENGAGEMENT.

Know your customer with ONEsuite, a powerful Data-Driven CCM + CX platform with a 360° view of your financial customers.

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Let us help tailor your experience. Please select your financial services sector.

YEARS OF FINANCIAL EXPERTISE
0 +
PAGES OF PERSONALIZED COMMUNICATIONS DISTRIBUTED TO FINANCIAL CLIENTS ANNUALLY
0 + BILLION
MAJOR INSTITUTIONAL CLIENTS GLOBALLY
100

The nation’s most reputable financial services organizations rely on our expertise to confidently communicate to and engage their clients and plan participants. ONEsuite, our data-driven CCM + CX platform, provides the reliability, consistency, and security they need when communicating with stakeholder audiences.

Work from One Integrated Platform. Transform the Entire Customer Experience.

ONEsuite has all the tools you need to know your customer, communicate with them more effectively, and improve customer experience and satisfaction.

Simplification and Modernization of your Information Architecture

  • Advanced Data Security Protocols
  • “Off the Shelf” and Custom Integrations
  • Data Model Management
  • Data Cleanup and Consolidation

Know and Understand Your Audience

  • Predictive Modeling
  • Next Best Action
  • AI + Machine Learning
  • Social Determinants Data

Comprehensive Content Creation, Management, and Delivery Tools

  • Content Creation & Management
  • Self-Service or Managed Services
  • Document & Asset Vault
  • Template Creation & Management
  • Workflow Creation & Approval Routing
  • Omni-Channel Delivery

Improve Retention, Expand Relationships, Increase Referrals

  • Campaign Builder
  • Campaign Management
  • Predictive Modeling + Analytics
  • Omni-channel campaign orchestration
  • Campaign Performance Dashboard
  • Machine Learning

Digital Transformation + Omni-channel Solutions

  • Preference Management
  • eDelivery & ePresentment
  • Print + Fulfillment
  • Email, SMS, Microsites & PowerPoints
  • Interactive Video
  • Production Dashboard
EXPLORE ONESUITE

O’Neil Recognized as a CCM-CXM Leader by Industry Analysts

READ THE PRESS RELEASE
ASPIRE CCM/CX LEADERBOARD

Customer Experience Management: a 360° view

Why choose ONEsuite for creating and managing financial communications to your customers?

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  • Avoid spending millions on siloed software. ONEsuite integrates Data Analytics, Preference Management, Composition, Content Management, Journey Orchestration, Campaign Management, and Omni-channel Delivery
  • Machine learning, AI, and predictive modeling combine to provide customer insights and next best action automation
  • Create meaningful campaigns based on deep analytics and audience segmentation: the right content for the right audience at the right time
  • Deliver highly customized communications for better engagement and improved net promoter scores
  • Modular and flexible so it integrates with your in-house platform
  • The ONEsuite platform supports a broad range of uses across many business units
  • Enables users to work remotely on an platform designed to allow them to create, manage, and deliver communications with minimum instruction
  • Fully supported by our team of financial industry experts and data scientists
  • O’Neil is a leader in innovative, data-driven technology for the financial services and insurance industries.
“The ONEsuite platform puts clients firmly in control of their entire CCM workflow, from content creation and management, journey orchestration, campaign management, composition, proofing, editing, and omni-channel delivery, to SLA tracking and reporting on an integrated and robust analytics engine for a deep understanding of each audience member, complete with insights that led to the next best actions”.
- Aspire CCS
While ONEsuite checks all the boxes of Madison Advisors’ CCM HMS framework, the real differentiator for ONEsuite is its ability to integrate data analytics and artificial intelligence (AI) into marketing campaigns that deliver highly targeted market segmentation. This is followed by customized campaign execution and tracking. Using a customer’s preferred communication style, O’Neil has the capabilities to manage the omni-channel distribution process and track the results of those actions. The tracking data can then be used to measure a campaign’s effectiveness in reaching the target audience. 
- Madison Advisors
O’Neil’s ONEscore applies AI analytics, machine learning, and predictive modeling to generate customer insights and next best action automation. It also enhances experience management through journey mapping, visualization, and orchestration. This comprehensive, data-driven approach addresses the need for an enterprise-wide communications platform by supporting a broad range of use cases across multiple business units and stakeholders.
- Aspire CCS

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digitally transform and improve
customer communications?

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    Improve customer and member communications with CCM software (financial, healthcare)
    1-800-452-1938

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