ChannelNet

OneClick Financial, developed by ChannelNet, is a digital engagement and loyalty platform designed to create personalized experiences for individual account holders in the financial services industry. This solution caters to both enterprise financial companies and smaller financial institutions, aiming to build stronger relationships with customers. OneClick Financial is widely used by financial institutions, banks, credit unions, mortgage lenders, and insurance companies to enhance customer engagement and satisfaction.

Key Features

Building Relationships Digitally with Account Holders: According to the vendor, OneClick Financial generates personalized experiences for individual account holders, providing relevant content, functionality, and offers at various touchpoints throughout their relationship with the financial institution.

Creating the One to One Digital Dialog: Financial institutions can deepen their relationship with account holders using OneClick Financial, which utilizes data, insights, and dynamic models to create a supportive digital financial environment. The platform aims to ensure account holders stay loyal and adopt more products and services through digitally curated personal experiences.

Proven ROI: According to the vendor, OneClick Financial tracks engagement at an individual account holder level, providing a 360-degree view of each account holder's interactions and behaviors. Interactions and behaviors are scored and provided as leads to the financial institution, enabling them to measure the return on investment based on product and service adoption.

OneClick Financial Delivering the Personal Experience: The vendor claims that OneClick Financial is a powerful data-driven platform that generates individual digital personal experiences for enterprise financial companies, offering dynamic content, functionality, and branding to create a holistic, relevant, and automated experience for each account holder.

Data Success - Household Financial Profiles: OneClick Financial enhances core data with third-party data to define account holders at a household level. According to the vendor, it identifies and applies propensity, personas, predictive adoption, and behavioral insights, combining life events, actions taken, and maturity dates to provide targeted and relevant digital experiences.

Engagement Delivery Channels: Personal account holder experiences are leveraged across all delivery channels, including brand websites, online and mobile banking, email, text messaging, and direct mail. The platform delivers dynamic relevant content and functionality automatically through data responses and triggers, utilizing existing assets to create personalized digital experiences.

Curated Legal, Compliant Content, Functionality, and Tools: OneClick Financial utilizes curated content, functionality, and tools to deliver a focused digital experience. According to the vendor, it leverages existing promotions, offers, educational material, blogs, white papers, videos, events, and more, providing relevant information based on core data and account holder interactions and behaviors.

Unlimited Use Cases: According to the vendor, OneClick Financial uses data to drive dynamic and relevant content, functionality, and tools, offering out-of-the-box use cases for various account holder interactions and life events. It also allows for the development of custom use cases based on the financial institution's specific needs, aiming to deliver the right information at the right time.

Omnichannel: OneClick Financial aims to create an omnichannel experience for account holders, instantly delivering leads to the appropriate department, branch, or call center experts. According to the vendor, interactions and behaviors are tracked, scored, and provided as leads, which are delivered directly to the CRM or via email, text, or reports, facilitating seamless communication.

Comprehensive Analytics & ROI Reporting: According to the vendor, every interaction and behavior of account holders is tracked at an individual level, providing daily reports for follow-up. The platform aims to deliver performance metrics and ROI reports monthly, offering insights and highlighting opportunities for improvement.