Funnelback for Finance is an integrated search solution laser-focused on financial services. Spend more time building your digital influence and less time hunting for information with pre-configured search experiences exclusively designed for the financial services sector.
Funnelback for Finance is built for rapid, straightforward deployment. Easily configurable out of the box, the extensible architecture can be fine-tuned to meet any marketing and IT needs.
Local insurance providers, global banks, wealth advisors and credit unions rely on Funnelback for Finance. Over a decade of direct experience in the sector makes Funnelback uniquely positioned to serve the needs of the financial services community.
Funnelback for Finance will boost client satisfaction while targeting client needs to deliver smarter, more personalized responses without extensive customizations, including branch locations and hours, products, promotions and services.
Optimize the search experience
Ready to build client satisfaction and grow your book of business? Funnelback for Finance offers a seamless transition between browsing and searching. With search results optimized for your business, customers find exactly what they need, with targeted in-search promotions.
Your digital concierge
If you’ve shopped on Amazon recently, you know the importance of sophisticated auto-completion functionality. Funnelback Concierge is a next-generation suggestion engine that looks to multiple sources to serve your customers needs more holistically than traditional auto-complete.
Extend campaigns sitewide
With Funnelback Curator, elevate particular messages, promotions or results to ensure your campaigns are delivered across all aspects of your website, including the search results page. Each can be tailored to the visitor’s need based physical location to previous searches, to ensure that the result is highly optimized and exactly what you need to make the sale.
"Funnelback allows us to see clearly what we need to do next and we’re working with Funnelback to fine tune our search and get the customers the results they’re looking for first time round. The improved search efficiency not only translates into a better intranet experience for our staff, but also into real business benefits for the organization."
Dan Foster, Legal & General
Read the full case study.
Be confident in compliance
With sophisticated enterprise security integrated out of the box and compatibility with a range of security and compliance solutions, Funnelback for Finance ensures that you exceed mandated requirements for fiduciary security, transparency and redundancy for your sensitive records.
Accelerate mobile productivity
Mobile-first search means that you’re never without access to critical data. Experience the quality of mobile search your users have come to expect from consumer retail, with the security and resilience necessary in financial services.
Streamline internal and external data
Funnelback is also a powerful, intelligent enterprise search solution. Bridge data silos, securely integrating CRM, diverse databases, external market sources, email and intranet files while respecting user rights and restrictions. Utilize best-in-class Funnelback search to efficiently find and securely access critical data available on internal resources from SharePoint to Salesforce.
Take full control of site search with the Funnelback analytics and audit suite included with Funnelback for Finance.
With the Marketing Dashboard, develop and track sophisticated marketing efforts and tie your work to specific KPIs. Surface opportunities for engagement with intuitive built-in solutions to expose the right content at the right time.
These are marketing insights like you’ve never seen them. Transformative real-time insights deliver the strategy and tools to create better, more personalized user experiences that drive conversion.