Digital Customer Advisory

Guide your customers to their goals by assisting them as they make decisions about their insurance projects and you will grow both revenue and customer loyalty -
all integrated in your digital distribution channels


Customers today find it hard to keep track of their financial affairs, let alone managing them – and your most valuable customers are the most likely to need support. Now with Digital Customer Advisory Services, it is not just about visualizing and presenting historical data but also providing a more forward looking insight such as financial calendars, cash flow projections and real-time alerts. Most importantly, it offers customers real-time advice by applying big data analytics to assist the customer as he considers that next financial move. Such service is founded by the holistic analysis of all customer data to understand the customer’s context and personal preferences, critical for digital advice that needs to be relevant.


'Now Insurance' Digital Customer Advisory empowers your customers with a guided system that suggests appropriate courses of action or products, offering help and advice through your web-insurance environment. Better still, it tracks advice adoption rates – and learns from them. No wonder customers using Digital Customer Advisory open four times more financial products.

Strenghten support and boost sales


▶ Know your customer: find out more about your customer from an aggregation of data across all insurance instruments, and use that information more effectively to ensure all advice fits the customer’s context and preferences
▶ Improve the customer journey with your insurance branch
▶ Create new sales opportunities
▶ Help customers to help themselves with relevant information
▶ Enhance customer service – and your organisation' s revenue - with Card Located offers 
▶ Automate chores like expense tagging and spending data categorisation
▶ Learn from customer advice adoption rates – and improve.

Add value - for your and your customer


▶ Breed happy customers: for example, 40% of Digital Customer Advisory customers in Banks say they save more money because of their bank’s Digital Customer Advisory
▶ Ramp up customer loyalty: retention rate is 98% - which makes sense when you consider that 52% of account holders will leave for competitors with better Digital Customer Advisory systems and portfolio management possibilities
▶ Double the time your customers spend Online Insurance and reduce costs in other channels – take the weight off the high street
▶ Grow revenue  5.5 times faster with  Digital Customer Advisory. 

Why Atos?


Atos is a proven innovator and your key digital transformation partner of choice.
We are one of the world’s strongest providers of IT services to the financial industry, with 18,000 FS-dedicated business technologists committed to powering progress by making world-class expertise local to our customers in 72 countries all over the world.


Our focus is always to design exactly the right strategy for an individual bank, seamlessly delivered through our 'Now Insurance' Digital Customer Experience solution set (here) and backed by our growing ecosystem of world-class technology players. Together, we deploy proven best practice enhanced by ground-breaking innovations to drive business transformation - leading to profit growth and higher value per customer for our banks.


Contact us

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Digital Customer Experience Solution Set

Find out more here

Exploration Workshop

Book a Digital Customer Experience exploration workshop with our Insurance specialists today>>here

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