Industries

With Flybits Concierge and an advanced data ecosystem, you can foster stronger relationships with your retail banking, wealth management and insurance customers.

Industries

With Flybits Concierge and an advanced data ecosystem, you can foster stronger relationships with your retail banking, wealth management and insurance customers.

The Challenge

Disruption exists across all facets of financial services. Whether you’re trying to forge meaningful connections with your banking clients, expand your wealth management relationships or provide guidance to your insurance customers, the tools you need to enable these experiences can be complex and overwhelming. And the longer you wait, the further you’ll fall behind. ​

The Solution

Flybits facilitates and simplifies the aggregation of your proprietary, third-party and public data sources so you can leverage the power of contextual and artificial intelligence. Quickly and easily, your teams will be able to create micro-personalized experience for your customers that add value and increase loyalty.

Flybits can help your financial services enterprise.

Retail Banking

Buried beneath the benefits of online banking lies the challenge of creating meaningful connections with your retail banking customers. As they are empowered to take more control of their day-to-day banking needs, it becomes harder to find ways to provide beneficial value that breeds affinity.

With a developed data ecosystem enriched with contextual intelligence, Flybits Concierge can create micro-personalized experiences that truly enhance your customers’ lives. For example, you can deliver targeted offers when a customer visits a merchant partner’s location or guide them to save more when they reach key milestones.

Wealth Management​

Financial Advisors know the impact a solid investment strategy can have on the lives of their clients. But finding and approaching new clients can feel like a futile effort, requiring a lot of time and producing few results.

Flybits Concierge can help people become more educated about investing, while providing FAs with deeper insight into their potential client’s behaviours and activities. With Flybits, Advisors can create much more personalized outreach strategies targeting people who are better informed and ready to invest. ​

Insurance​

As customer expectations continue to evolve, insurance clients are looking to their providers to be more proactive and supportive of their needs. The challenge here is that legacy systems can hold insurance companies back from providing services that transform the customer experience.

Flybits operates outside of your systems while simplifying the aggregation of your data. And with the power of contextual intelligence you can expose your customers to the services they need most. Like offering trip insurance when they arrive at the airport or simplifying the claims process by providing them a form when they’re at the chiropractor.​

Want to learn more about our financial services solutions?

Download our banking and insurance overviews.