Sprinklr for Financial Services


13 of the top 14 finserv institutions bank on Sprinklr to build customer trust and loyalty


Sprinklr's Unified-CXM platform helps financial service institutions personalize customer engagement, deliver delightful customer service and unlock deep customer insights. 

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Leading financial service institutions collaborate with Sprinklr for their CX needs

Nasdaq logoSuncorpSeven BankNavy Federal Credit UnionGT BankCrosscountry MortgageBpi FranceAlliant GroupHostplusTSB Bank

This was a well-executed and wildly successful campaign for us, and it was fully supported by the Sprinklr platform. Our teams are energized and inspired, and we’re excited to see what else we can dream up in partnership with Sprinklr.

Whitney Magnuson
Whitney Magnuson,
Senior Director of Social Marketing
, Northwestern Mutual
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Northwestern Mutual used Sprinklr AI to power its most successful social campaign ever
The financial services organization leveraged the Sprinklr platform to help power its “Museum of Recent History” social campaign from start to finish.
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Consumers do everything on their mobile phones, so the shift to digital is inevitable. Sprinklr’s Unified-CXM platform helps us serve customers through their channels of choice, be it via a chatbot, social platform or messaging app, like WeChat or WhatsApp. We think omnichannel CX, coupled with AI and analytics, is the only way forward.

Aalishaan Zaidi
Aalishaan Zaidi,
Global Head of Personal Banking
, Standard Chartered
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How Standard Chartered humanizes the digital customer experience with Sprinklr
Standard Chartered implemented Sprinklr in 2014. Within four years of platform adoption, the bank had handled one million customer engagements, with social care interactions growing tenfold year-over-year.
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We were able to pare down from four technology solutions to one and eliminate millions of dollars in contractual expenses for single-point solutions. The way I describe it is that we now have our social data house in order.

David Encizo
David Encizo,
VP of Social Media Marketing Technology and Operations
, Wells Fargo
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Wells Fargo ensures a consistent voice and seamless customer experience across all social channels
Wells Fargo implemented Sprinklr’s Unified Customer Experience Management (Unified-CXM) platform, replacing four single-point solutions.
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We needed a platform purpose-built for the modern world with an architectural foundation for the next 30 years, not the last 30 years. In Sprinklr, we found a partner that shares our vision and whose technology and pace of innovation is unparalleled.

Anjani Rathor,
Chief Digital Officer
, HDFC Bank
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Sprinklr announces 120 new customer service and 25 new AI innovations to elevate omnichannel customer service
Sprinklr has supported HDFC Bank in its journey of enhancing its customer care infrastructure across all channels, including voice.
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The thing I enjoy the most about the Sprinklr platform is that it’s coupled with that AI engine that runs through the entire product suite. It’s empowering. And when you combine Advertising with Listening and Care, you get that 360-degree platform for customer experience management.

Ravi Mitra - TSB Bank
Ravi Mitra,
Social Media Manager
, TSB Bank
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How TSB enhances customer experience while reducing overhead costs
TSB bank had unified its customer experience management technology onto one platform, implementing all four of Sprinklr’s product suites: Sprinklr Social, Sprinklr Insights, Sprinklr Service and Sprinklr Marketing.
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This was a well-executed and wildly successful campaign for us, and it was fully supported by the Sprinklr platform. Our teams are energized and inspired, and we’re excited to see what else we can dream up in partnership with Sprinklr.

Whitney Magnuson
Whitney Magnuson,
Senior Director of Social Marketing
, Northwestern Mutual
logo
Northwestern Mutual used Sprinklr AI to power its most successful social campaign ever
The financial services organization leveraged the Sprinklr platform to help power its “Museum of Recent History” social campaign from start to finish.
Read Story

Consumers do everything on their mobile phones, so the shift to digital is inevitable. Sprinklr’s Unified-CXM platform helps us serve customers through their channels of choice, be it via a chatbot, social platform or messaging app, like WeChat or WhatsApp. We think omnichannel CX, coupled with AI and analytics, is the only way forward.

Aalishaan Zaidi
Aalishaan Zaidi,
Global Head of Personal Banking
, Standard Chartered
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How Standard Chartered humanizes the digital customer experience with Sprinklr
Standard Chartered implemented Sprinklr in 2014. Within four years of platform adoption, the bank had handled one million customer engagements, with social care interactions growing tenfold year-over-year.
Read Story

Digital Engagement and Sales

Boost revenue from social channels by up to 40%

Empower your advisors to drive sales and loyalty through their social channels.

Enable localized marketing campaigns at scale

Provide pre-approved, customizable content to your advisors so they can meet their sales quotas consistently with impactful social media posts.

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Discover 49% more leads on social channels

Identify customer engagement and sales opportunities across 30+ social channels with Sprinklr AI. Route these leads to the most suited advisors.

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Accelerate lead conversion by up to 51%

Enable one-on-one conversations between advisors and prospects. Provide a unified inbox for advisors to view and respond to messages from all channels.

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Omnichannel Customer Service

Improve CSAT by up to 50% with a frictionless omnichannel experience

Deliver seamless customer interactions with a contact centre custom-built for financial services.

Extend customer service to 30+ channels

Provide consistent customer service across 30+ channels, such as social media, telephone, website, mobile app, email and more for greater reach.

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Facilitate customer self-service across all channels

Quicken resolution of queries about borrowing rates, insurance claims, etc., with 24/7 live chat, voice bots, SEO-optimized help articles and AI-moderated communities.

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Get a unified view of the customer journey

Build stronger customer relationships by providing agents with a 360-degree view of customer activity across 30+ channels in a single window.

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Customer and Industry Insights

Stay ahead of competitors with AI-powered insights on customer behavior

Generate real-time customer, competitor and industry insights with purpose-built AI.

Predict the next big thing in your industry

Listen to topics of interest related to inflation, NFTs, buy-now-pay-later, ESG investing and more. Enrich your data with Sprinklr AI to surface actionable insights.

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Know the needs and wants of your customers

Capture the complete voice of the customer across social channels, geographies and lines of business. Take data-driven decisions by leveraging actionable insights.

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Build products and services your customers adore

Get insights on the performance of your branches and products from social and web sources. Supplement them with insights from internal and owned channels.

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Compliance, Reputation and Crisis Management

Build unwavering customer trust with stronger governance and compliance

Stay compliant with GDPR, FINRA, PCI-DSS and other local regulations, across all customer-facing touch points, with enterprise-grade governance and compliance.

Provide compliant and secure customer service

Enable agent login via SSO and deflect users to secure chat while capturing PII in PCI-compliant forms. Notify customers about any possible fraudulent activity.

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Ensure on-brand engagement, every time

Centralize brand governance across 30+ channels with automated approval workflows and restricted data access. Ensure brand consistency with AI-powered response compliance.

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Detect and respond to crises proactively

Configure AI-powered listening alerts to monitor spikes in negative sentiment or brand mentions. Route critical insights to the right team for swift resolutions.

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Ready to unify your customer experience? Try Sprinklr.