Banking and insurance your clients will love

Deliver an excellent experience your clients can bank on anywhere.

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Industries next icon Financial Services

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You deliver the experience, we deliver the tools

Financial service is a fast-paced sector and fintech has driven the transformation. With so much choice and fierce competition, clients have become more demanding in their search for the best service. Our platform enables your brand to deliver the best experience for your clients.

Banking

Digitise the entire banking experience for your clients from onboarding and applications to time sensitive notifications and customer support.

Insurance

Offer personalised insurance for each client whilst creating a seamless quote and claims experience inside the most popular messaging channels.

International Remittance

Enable clients to create secure and safe transactions whilst offering 24/7 support through their channel of choice.

Financial Advisory

Enable quick and seamless onboarding via digital signatures and keep client conversations inside their preferred messaging channels.

Mobile Service Cloud

Empower your team to deliver excellent client support

Give your customer satisfaction the boost it deserves.

Enable your staff to focus on complex service requests from multiple channels inside one inbox while automating repetitive tasks with a chatbot.

Mobile Service Cloud
OTP

Protect and secure client information

Protect your clients and corporate data against security and compliance breaches.

Make sure digital clients are who they claim to be with authentication via SMS, Voice, Push and WhatsApp.

One Time Passwords
msc-agent-inbox-visual

Reach customers on any channel

From new policy onboarding to mobile banking, timing is key. Be there at the precise moment through the channel of choice.

Conversational Channels
Privacy Po\ufefflicy<\/a>","required":true},{"name":"agreement_custom_1","label":"I subscribe to CM.com's monthly newsletter","required":false}]" form-hash="32e2a274" default-country="HK" rules-url="https://www.cm.com/en-za/ajax/validation/rules/form/32e2a274/" :prefilled="false" :store-in-session="false" thank-you-text="<p>Thank you. Someone from our team will be in touch with you shortly.</p>" :translation="{ "almost_there": "Almost there", "block": { "privacy_policy": { "label": "I accept the {policy}", "link_policy": "Privacy Policy" } }, "block_cta_value": "Contact us now", "block_title": "Talk to us", "blog": { "accept": "I accept to receive the monthly newsletter", "email": { "label": "Email", "placeholder": "you@company.com" }, "subscribe_btn": "Subscribe" }, "defaults": { "address_line1": { "label": "Street + house number", "placeholder": "Street + house number" }, "address_line2": { "label": "For the attention of", "placeholder": "For the attention of" }, "bank_holder": { "label": "Bank Holder Name", "placeholder": "Name of the holder of the bank account" }, "bank_name": { "label": "Bank name", "placeholder": "Name of your bank" }, "bic": { "label": "Bank Identification Code (BIC)", "placeholder": "Your BIC" }, "button": "Submit", "city": { "label": "City", "placeholder": "City" }, "company_name": { "explanation": "explanation", "label": "Company", "not_listed": "My company is not listed here", "placeholder": "Company name", "search_text": "Start typing to search for your company name", "searching_text": "Searching" }, "country": { "label": "Country", "placeholder": "Country" }, "dropdown": { "placeholder": "Select option" }, "email": { "additional": "Please use your business email address", "label": "Email", "placeholder": "you@company.com" }, "email_business": { "label": "Business Email", "placeholder": "Business Email" }, "first_name": { "label": "First name", "placeholder": "First name" }, "help_message": { "label": "Message", "placeholder": "How can we help you? We will be in touch." }, "iban": { "label": "International Bank Account Number (IBAN)", "placeholder": "Your IBAN" }, "industry": { "label": "Industry", "placeholder": "Industry" }, "job_title": { "label": "Job title", "placeholder": "Customer Service, Development, Marketing & Sales" }, "key_industry": { "label": "What industry is your company operating in?", "placeholder": "Select your companies industry" }, "key_product": { "label": "What product are you interested in?", "placeholder": "Select your product of interest" }, "last_name": { "label": "Last name", "placeholder": "Last name" }, "mobile_phone_number": { "explanation": "explanation", "label": "Mobile Phone Number", "placeholder": "Mobile phone number" }, "name": { "label": "Name" }, "otp": { "explanation": "explanation", "label": "One Time Password" }, "phone_number": { "label": "Phone number", "placeholder": "Phone number" }, "privacy_policy": { "label": "I accept the {policy}", "policy": "Privacy Policy" }, "product": { "label": "Product", "no_results": "No results found.", "placeholder": "What product are you interested in?" }, "salutation": { "label": "Salutation", "placeholder": "Salutation" }, "street_address": { "label": "Street address", "placeholder": "Street address" }, "sub_area_1": { "label": "Sub-area line 1", "placeholder": "Sub-area line 1" }, "sub_area_2": { "label": "Sub-area line 2", "placeholder": "Sub-area line 2" }, "terms": { "privacy": { "label": "I accept the {terms} and {policy}" } }, "terms_policy": { "policy": "Terms and Conditions" }, "thank-you": "<p>Thank you for subscribing!</p>", "zip_code": { "label": "Zip Code", "placeholder": "Zip code" } }, "hang_in_there": "Hang in there", "logged_in_title": "Hey {name}!", "option": { "key_industry": { "industry_charities": "Charities", "industry_financial_services": "Financial Services", "industry_government_education": "Government & Education", "industry_healthcare": "Healthcare", "industry_leisure_travel": "Leisure & Travel", "industry_logistics_transport": "Logistics & Transport", "industry_professional_services": "Professional Services", "industry_retaile_commerce": "Retail & E-commerce", "industry_technology_media": "Technology & Media", "industry_utilities_telco": "Utility & Telecommunications", "no_key_industry": "Other" }, "key_product": { "caic": "Conversational AI Cloud", "channels": "Other Channels", "halo": "HALO", "mmc": "Mobile Marketing Cloud", "msc": "Mobile Service Cloud", "other": "Other", "otp": "One Time Password", "payments": "Payments", "sign": "Sign", "sms": "SMS", "ticketing": "Ticketing", "voice": "Voice", "whatsapp": "WhatsApp" } }, "prefilled": "This form is prefilled using your CM.com profile", "preparing_account": "Preparing your account", "product": { "groups": { "communication_channels": "Communications Platform", "other_products": "Other Products", "payments": "Payments Platform", "solutions": "Software as a Service" } }, "register": { "call_otp": "Resend", "company": { "label": "Company", "placeholder": "Company name" }, "contact_support": "Contact support", "contact_support_question": "While registering on the CM.com platform I received the following error code: {error}.", "continue": "Continue", "email": { "change": "<a href=https://www.cm.com/"{url}/">change", "resend_otp": "resend", "resend_otp_text": "Didn't receive an email? Please check your spam or click 'Resend'.", "verify_description": "Hi {name},<br>Please enter the code from the mail we have sent to the following address<br><br>{email}", "verify_title": "You've got mail" }, "error_body": "Please try again. If you keep seeing this, click “Contact Support”, then our support team will help you.", "error_code": "Error code:", "error_title": "Unable to process your request", "has_account": "Already have an account?", "logged_in_body": "It seems you already have a CM.com platform account. You will be automatically redirected to the <a href=https://www.cm.com/"{redirectToUrl}/" rel=\"noopener\">{redirectTo}</a> in a few seconds.", "logged_in_body_to_app": "the {app} App", "logged_in_body_to_platform": "CM.com Platform", "phone": { "popover": "We will send a One Time Password to verify this mobile phone number.<br>You can change this number at any time in your CM.com account settings.", "resend_otp_text": "Didn’t receive the password? Click 'Resend'", "send_voice_otp": "We'll send you the password via a voice call" }, "reseller": { "thanks_body_to": "'get started' page" }, "resend_otp": "Resend", "send_otp": "Send", "sending_otp": "Sending", "sign_in": "Log In", "thanks_body": "You have successfully created an account on the CM.com platform. You will automatically be redirected to the <a href=https://www.cm.com/"{redirectToUrl}/" rel=\"noopener\">{redirectTo}</a> in a few seconds.", "thanks_body_to_app": "{app} App", "thanks_body_to_platform": "CM.com platform", "thanks_title": "Thank you", "title": "Discover the possibilities of the CM.com platform", "title_app": "Get started with {app}", "try_again": "Try again", "verify_description": "Enter your mobile phone number to receive your six-digit<br>One Time Password", "verify_otp": "Verify", "verify_title": "Verify mobile phone number" }, "sending": "One moment please...", "submit_failed": "Something went wrong, please try again.", "technical_issue": "We ran into an issue loading the form. Please try again" }" title="Start a conversation with one of our experts" url="https://www.cm.com/en-za/ajax/form/32e2a274/" validation-url="https://www.cm.com/en-za/ajax/validation/form/32e2a274/">

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