Innovation That Moves Financial Services Forward

Driving efficiencies in banking and insurance to enhance the customer experience.

Meet the rapidly evolving changes and challenges in the banking and insurance markets head-on by delivering automation, simplification and real-time processing. Strategic digital transformation makes it possible to experience the best of both worlds — secure, seamless workflows and services that deliver better experiences across the customer lifecycle.
Transformation can be disruptive, and it can be difficult to know when or how to get started. That’s where we come in. From speeding up onboarding and claims processing to maintaining compliance and adding more value to customer communications, we can help you get ahead, stay ahead and disrupt your market, not your organization.

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How Will Banking Change Over the Next 5 Years?

Virtual Panel Discussion

Dan Schwab, Xerox Global Offer Lead for Financial Services, joins experts from BNY Mellon, RBS and Lloyds Bank to discuss digital transformation and the future of the banking industry.

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See it in Action

Navigating a New Era of Digital Transformation in Banking and Insurance

A panel of banking and insurance experts explore the next phase of digital transformation in a post-pandemic future and discover the critical steps needed to align industry expectations with the human touch.

Watch the discussion on key issues, including:

  • From heightened expectations to consumer anxiety: what current trends are likely to stay?
  • The gap between financial service firms’ perception of customer preferences, and what customers actually want.
  • Thriving as opposed to surviving: how are banking and insurance firms shifting their focus from urgency to optimization?

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How Xerox Supports Banking and Insurance Organizations

Streamline Digital Insurance Processes

Refine your company’s digital channels and accelerate response times with the power of workflow automation. By streamlining the business processes behind every customer interaction, you can improve the overall customer experience and reduce costs along the way.

Xerox® Services for Digital Insurer

Say Goodbye to Information Silos

Hybrid office environments heighten the need for better collaboration across teams in banking and insurance while staying in compliance. Let’s start getting more out of your data and eliminate information silos.

Xerox® Capture & Content Services

Create Impactful Customer Communications

Customers have high expectations — speedy, personalized communications on the channels of their choice, like financial statements or insurance documents that make information digestible and actionable. Ready to exceed expectations?

Xerox® Campaigns on Demand Services

Xerox® Digital Hub and Cloud Print Services

Improve Access To and Processing of Mail

The hybrid office is here to stay, yet many financial and insurance processes rely on hard copy documents managed by physical mailrooms. Reimagine mail and get more done than ever.

Xerox® Digital Mailroom Service

Make Everyday Tasks Simpler

From instant translations to easy auto-redaction and everything in between, our workplace printer apps put the power to do more at your fingertips.

Xerox® ConnectKey® Apps

Easily Manage Your Teams

Implement safer return-to-work and in-office policies with a real-time view of employee location and availability.

Xerox® Team Availability App

Financial Services Customer Success Stories