Data security and regulatory complexity
// Industry challenges
Navigating the unique challenges of BFSI
Fragmented customer experiences
Legacy systems limiting digital agility
Data silos hindering informed decisions
Manual processes slowing service delivery
// Our industry focus
Expertise across banking, lending and insurance
Sonata develops tailored BFSI solutions and proofs of concept, combining cloud expertise with operational improvement, personalized customer services and regulatory compliance support. Its capabilities span retail banking, mortgage and lending, insurance, Fintech and InsureTech.
Integrated service management for a mutual fund company
A premier mutual fund management company faced challenges in addressing customer inquiries efficiently, leading to delays and inefficiencies. Sonata assisted in building an integrated customer service management system using Dynamics 365 Customer Service On-Premises.
Results:
- Reduced turnaround time for query resolution
- Better manpower planning
- Seamless integration with other systems for a 360-degree customer data view
// Solutions and services
Technology supporting customer engagement and operational improvement
Digital contact center
Connect channels, self-service, personalization and analytics to strengthen customer engagement
Generative AI
Apply Copilots and OpenAI technologies to operations, application development and customer experiences
Data privacy
Automate privacy programs using AI
Microsoft Fabric
Integrate data and analytics to support informed decisions.
Advanced technologies
Apply RPA, AI/ML and blockchain to processes, interactions, analytics and security.
Sonata's Differentiators
'Major Contender' in Lending IT Services for 2023 By Everest Group
'HFS - Enterprise Innovator' in Generative Enterprise Services for 2023
Proud member of Microsoft’s Dynamics Inner Circle for FY23/24
Industry-led IPs include Digital wallets, Intelligent Chatbot, Progressive Web Apps, and IntellQA – AI accelerated Testing
Let’s Connect
Let’s start the journey, together.