Question: I need a platform that helps financial institutions, such as banks and credit unions, improve customer engagement and transform digital experiences.

If you're looking for a platform to boost customer engagement and modernize digital experiences for financial services companies, Glia is worth a look. Glia's omnichannel interaction platform offers a mix of human, AI, voice and digital interfaces to help customers get what they need. It includes tools like CoBrowsing for guiding customers through website interactions, AI virtual assistants, online and mobile banking integration with partners, and analytics to help you optimize KPIs. More than 500 financial services companies use the platform, which has led to better customer satisfaction and operational efficiency.

Another contender is MX, which links financial services companies, fintechs and their customers to financial data, adding context and powering personalized money experiences. The platform securely connects and verifies financial data, adds context with categorization, and offers tools for account opening, customer intelligence and digital banking. It's connected to more than 13,000 financial institutions and processes more than 170 billion transactions per day, and MX says it's got security and compliance covered while helping with engagement and growth.

Also worth a look is Sensibill, a customer data platform that aggregates and processes spending data to power personalized customer experiences. It offers features like receipt OCR, expense management and customer insights, and can help financial services companies generate revenue and engagement. Sensibill has partnered with more than 150 major financial services companies and has more than 60 million users around the world. It can be used in part or in full.

Last, Flybits offers a data-driven personalization platform to help financial services companies offer contextual and personalized experiences. It can be used for a variety of use cases, including onboarding and activation, spend stimulation and cross-selling, and offers industry-specific solutions. Flybits helps companies develop their customer experience design capabilities, leading to higher engagement rates and more sales.