With the One Financial Service Platform, Hua Nan Financial Holdings Co., Ltd. (HNFHC) leverages data gathered on customers’ preferred financial services and browsing behavior on digital channels across subsidiaries including Hua Nan Commercial Bank Ltd. (HNCB), Hua Nan Securities Co., Ltd. (HNS), South China Insurance Co., Ltd. (SCI), and Hua Nan Investment Trust Corporation (HNITC).
The platform also integrates customer preferences for transaction channels and contact and response history of marketing campaigns, as well as makes use of customer tagging to analyze and present the whole persona of a customer. With a single customer view, the platform can automatically recommend the best and seamless financial service chain through marketing channels across each subsidiary of HNFHC. HNFC also gathers customer responses to marketing campaigns, further improving its recommendation engine and effectively increasing lead generation.