SOLUTIONS FOR FINANCIAL SERVICES
ONEsuite© has all the tools you need to know your customer, communicate with them more effectively, and improve customer experience and satisfaction.
Why the Nation’s Leading Financial Services Organizations Trust Us
$5.87 million is the average cost of a data breach in the financial industry. (Source: IBM Cost of a Data Breach Report)
68% of financial institutions use 3+ vendors to manage client communications, creating inconsistent branding and delays. (Source: Capgemini)
78% of clients expect real-time, personalized communications—but only 35% of financial institutions deliver them consistently. (Source: Accenture)
One of the nation’s leading retirement plan administrators supports millions of partnerships with deep relationships with some of the top financial firms in the U.S. Their business model requires managing a high volume of personalized participant communications on behalf of multiple clients—each with unique branding, contact info, messaging, and compliance requirements.
By shifting from a template-heavy, manual process to a streamlined, profile-driven model, this leading plan administrator gained control, flexibility, and speed. O’Neil’s ONEsuite platform provided the technology foundation to reduce complexity while continuing to deliver highly personalized, compliant communications for every client.
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