Financial Services Software Solutions

For financial services organizations, legacy systems create a significant barrier when it comes to customer experience transformation. You need a solution that enables you to produce highly personalized, regulatory compliant communications on-demand, interactively, and in high-volume batches for delivery across all channels—without replacing legacy systems.

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Our award-winning solution,
Inspire™, is helping financial services organizations worldwide:

  • Make the transition to digital
  • Create dynamic mobile experiences
  • Collaboratively improve CX
  • Increase agility and reduce compliance risk
  • Reduce silos and increase efficiency

Improve the customer experience

When it comes to banking, digital consumers are changing the rules of the game. They are turning to brands and services that offer choice, convenience, and personalized service.

Personalization Convenience

Personalization and convenience

Inspire enables you to leverage existing templates, archived content, and data from your core systems to create highly personalized, relevant communications across all channels.

dynamic experiences

Dynamic experiences

Create dynamic mobile (and web) experiences that make it easy for your customers to understand and sort through important account information with interactive charts, graphs, and sliders.



With Inspire, designs are created in a single design platform and delivered to customers via their channel of choice.

Increase agility and reduce compliance risk

Inspire™ helps reduce compliance risk and improve efficiency by involving subject matter experts in the content creation, review and approval process, providing a holistic view of, and enabling greater control over customer communications.



Inspire enables compliance, legal, and line-of-business teams to collaborate throughout the communications creation process.

Holistic View

A holistic view

Compliance teams get a full view of the entire communications package in every form in which it is going to appear—paper, web pages, mobile applications and so on, reducing 'errors of omission'.


Greater control

Regulatory language is easily managed, tracked, audited, and approved by compliance personnel.

Take action to improve the customer journey

take action to improve customer journey mapping

Create detailed and attractive customer journey maps that connect directly to the digital and physical touchpoints your customers interact with, providing visibility into every experience. View, and take action to improve, your entire portfolio of customer communications through a single web interface, regardless of the underlying communication technology. 

With social commenting, customer experience experts are finally able to share feedback with business users and document designers directly through the tool, so CX improvements are made in real-time. 

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Step up your mobile game

Inspire Mobile Advantage enables you to extend the power of our award-winning customer communications management solution to your mobile apps. That means engaging your clients with a responsive, interactive, and compliant mobile experience with little reliance upon IT or external digital agencies is done quickly and easily.

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Speed digital transformation

digital transformation speed

Inspire integrates with your existing legacy IT systems, helping to leverage your existing templates and data to create highly personalized, relevant communications across virtually any channel.


"Whitepaper: The New Role of the CIO and COO: Making Cross-channel Customer Experience a Reality"

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Eliminate silos and empower business users

Eliminate Silos

Inspire is the only centralized solution that enables you to quickly create, approve and deliver omni-channel communications from one easy-to-use platform – eliminating the need for multiple siloed teams, and reducing reliance upon IT.

Applications at a glance

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    Mobile banking
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    Real-time responsive dynamic account statements and balance checks
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    Paperless mortgage/loan applications
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    Customer correspondence
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    Regulatory documents
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    Paperless credit card applications
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    Welcome kits

Capabilities at a glance

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    Agent and customer mobile apps
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    Easy on-boarding for new products and services
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    Electronic document sign-off
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    SMS & mobile push notifications
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    Personalized up-sell and cross-sell promotions
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    Photo capture for mobile check processing
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    Channel preference management
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    Cloud scaling
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    Remote authoring and mobile approval
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    Customer journey mapping
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    Digital forms and applications
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    PDF form Management