Financial Services

Helping leading financial services firms build trusted customer relationships.

The financial services industry is in a period of strenuous competition, and cautious scrutiny from customers and regulators. The only way to gain an edge is to confidently deliver value that enhances customer relationships and financial positions, differentiates your brand and meet financial targets. This is all against a backdrop of stringent compliance procedures and regulatory mandates.

Over 1 in 5 of the top 50 financial services firms rely on Qstream to support their customer-facing and service teams to retain critical and diverse information on products, markets and procedures to shape value-driven, compliant customer conversations.

Leading financial services companies use Qstream to respond to a rapidly changing market and:

  • Deliver a unified customer experience across advisory, relationship management, customer service and other channels
  • Minimize risk by ensuring regulatory compliance
  • Develop advisor expertise and financial advice across a diverse product portfolio
  • Align messaging and behaviors for new products, services and corporate positioning
  • Drive engagement with distribution and channel partners or agents
  • Respond quickly to new competitive threats

Qstream can support you in improving employee proficiency across multiple business lines and functions – wealth management, insurance, commercial banking, retail banking and customer call centres.