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NGDATA Powers RSM to Deliver Data-Driven Insights for Financial Institutions
Empowering executives to make better, more qualified decisions with the expertise and support driven by FI Insights.
Jenn Day
Dec 19, 2023
New York, New York, December 19, 2023 – NGDATA, a leading global digital experience company, today announced its integration with RSM, the nation’s leading provider of assurance, tax, and consulting services focused on the middle market. RSM selected NGDATA’s Intelligence Engagement Platform (IEP) due to its capability of integrating and presenting customer data sources in a unified and clear manner. This enables clients to discover new business opportunities and make informed decisions by gaining a better understanding of the opportunities and risks in their business.
RSM’s FI Insights Platform, powered by NGDATA’s IEP, provides customers with tailored dashboards based on real-time data. With this, banks can find and leverage the correct data points needed to provide accurate insight and make more informed business decisions. The integration is critical for RSM’s banking customers, taking advantage of RSM’s industry-leading expertise and NGDATA’s cutting-edge technology, enabling them to deliver best-in-class digital experiences that increase wallet share and loyalty with their customers.
“As part of our advisory services for financial institutions, we have been working hard to develop dashboards that move the needle for our customers but had a hard time finding the data sets that provided the insight necessary to bring them to their full potential,” said Jeff Dunnahoo, Principal, Financial Institution Management Consulting for RSM. “Through our integration with NGDATA, we’re now able to offer the insights our financial institution customers rely on to build the customer dashboards that help them keep a competitive edge against larger banks and, in turn, strengthen relationships with the personal and corporate banking customers.”
NGDATA empowers banks of all sizes to deliver a smarter customer experience. Its platform centralizes customer data and leverages artificial intelligence (AI) modeling and machine learning to recommend industry-specific, omnichannel customer engagement journeys. Leveraging these recommendations, clients can build lasting relationships with customers, driving positive business impact through customer retention and increasing wallet and market share.
“One of the biggest challenges faced by financial institutions we work with is getting actionable up-to-data insight on how the business is performing to tap into opportunities and avoid risks as they surface,” said Jens Ponnet, Chief Growth Officer for NGDATA. “RSM’s FI Insights Platform powered by NGDATA’s IEP fills a critical need (timely holistic access to data) in the market, and we’re excited to leverage our platform’s advanced capabilities to enable RSM to fill this need.”
RSM’s services for financial institutions focus on providing banking executives with expertise on tax, accounting, and compliance, as well as specialized risk management and consulting, that allows them to focus on running their business rather than problem-solving. RSM’s industry experts take a proactive, consultative approach to recommending opportunities for growth and profitability in an environment of complex financial change.
To learn more about NGDATA, its integration with RSM’s FI Insights Platform, and how your bank or credit union can leverage the integration to leverage real-time analytics to deliver best-in-class customer experiences, visit ngdata.com.
About NGDATA
NGDATA is a global digital experience company that partners with businesses to harness the power of data to drive customer-centricity. Our solutions centralize customer data and use AI modeling and machine learning to recommend industry-specific, omnichannel customer engagement journeys. These recommendations build lasting relationships with customers and drive business impact through retention and increased wallet share and market share. With over a decade of experience collaborating with data-rich industries, including financial services, telecommunications, media and entertainment, utilities, and hospitality, NGDATA’s cutting-edge technology and team of experts have delivered more than half a billion personalized recommendations for companies worldwide.
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