SearchUnify For Finance

Money Matters, and so Does the User Experience

Enable Swift Conversions by Informing Users More Effectively

From educating borrowers to closing clients more quickly, financiers have to overcome a lot of obstacles. Constantly rising consumer expectations further add to the heat that financial organizations face. These days, people are more than willing to refinance as soon as interest rates drop by a few basis points. This makes quality service and the resultant customer satisfaction (CSAT) paramount to the lasting growth of the lender.

  • Customers prefer to self-serve when they have questions about your financial products and services. A smart search solution like SearchUnify can help them navigate through endless blocks of information spread over disparate sources.
  • Customers expect a seamless and polished service experience. With search analytics, mortgagees can identify which queries tentative borrowers often come up with and make sure they are resolved in the best possible way.
  • Financial transactions are supposed to be blazing-fast and secure. But in case of a setback, customer representatives need to address it as soon as possible. This is where the enhanced speed and efficiency delivered by an enterprise search solution comes into play. It helps instantly deliver relevant information and trim down the time for problem resolution.
  • Every financial undertaking involves a lot of personal and confidential data which makes security all the more important. When it comes to fast cloud-based search solutions, a single-tenant unified search solution is the most sound option.

Want to know how SearchUnify can help you enhance customer experience? Request a demo here.

Experience SearchUnify

SearchUnify is the right enterprise search solution for you. Get a live demo in your environment of choice and see how AI-based search transforms user engagement and helps you achieve your business objectives.

Our Customers Love Us

  For us, technology is just one piece of the puzzle while the vendor and its attitude makes up for the rest. If a vendor doesn’t have the responsiveness or desire to actually look beyond the product and think of a solution, the vendor-customer relationship may be short-lived. This is where the SearchUnify team delighted us with its agility and responsiveness.

- Giri IyerSenior Vice President, Global Customer Support and Success Rubrik, Inc.

  As the Zuora Community Strategist, the level of metrics detail that SearchUnify provides for me in the administrator dashboard is impressive and useful. Not only does it give me a glimpse into the behavior of our community’s visitors so that we can create a better, more optimized experience for them, but it also highlights the content gaps so that my team can quickly add needed content in the Community. At the end of the day, we want all Zuora Community users to be able to get the answer they need, as quickly as possible.

- Lana LeeSenior Manager & Strategist Zuora Community

  The reason we chose SearchUnify over the other enterprise search products is its speed and ease of deployment. It’s an amazingly flexible search product that provides cross-channel content search functionality. I particularly love the fact that we are able to securely share relevant information from all of our portals, whether public or private. Above all, the ability to analyze users’ search behavior and our content’s effectiveness is something that keeps us one step ahead of user expectations.

- James GoerkeManager, Global Support Vlocity

How Zuora Drives Self-Service on its Community with SearchUnify

On-Demand Session

Learn from Experts: How Marketo & Rubrik Scaled & Enhanced Global Support

Patricia Lughezzani

GVP - Customer Support & Advocacy, Marketo

Giri Iyer

SVP, Global Customer Support & Success, Rubrik

Alok Ramsisaria

CEO, Grazitti Interactive

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SearchUnify gets bigger & better

Mamba, our latest & greatest release till date is out now. It brings in whole slew of improvements including

  • SmartBots - AI-powered chatbots
  • OOTB support for 6 new sources
  • 3 more search clients
Read our Blog