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Adobe Analytics for Financial Services from Adobe
Customer analytics solution with multichannel data collection, advanced segmentation, predictive analytics, attribution modeling, and customer journey analysis. Includes regulatory compliance features, anomaly detection, and visualizations designed for banking applications.
Product analysis by function
Customer Analytics for Analytics and Business Intelligence
Solutions for analyzing customer data to gain insights into behavior, preferences, and opportunities for engagement.
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Data Integration
(8 Yes /8 Known /10 Possible features)
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Multi-Source Data Connectivity Ability to connect and import data from diverse sources such as core banking systems, CRM, social media, transaction databases, etc. |
Adobe Analytics connects to diverse sources (web, app, CRM, bank core systems, social, etc.) as described in their multichannel financial services solution. | |
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Real-time Data Ingestion Capability to process and analyze data as it is generated, minimizing delays. |
Supports real-time data ingestion for digital and transactional events per Adobe documentation. | |
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Batch Data Processing Support for larger scheduled imports of data sets. |
Batch processing available for large sets of historical or recurring data loads. Common in customer analytics solutions. | |
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APIs for Data Access Availability of APIs to facilitate integration with external or custom data sources. |
Extensive APIs for data access and integration, per developer resources. | |
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Automated Data Quality Checks System can automatically detect duplicates and errors in imported data. |
Built-in data quality tools for deduplication, anomaly and error detection mentioned in solution briefs. | |
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ETL (Extract, Transform, Load) Capabilities Includes built-in ETL tools to prepare and transform data for analysis. |
Extraction, transformation, and loading supported as part of the data collection and processing features. | |
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Data Volume Capacity Maximum volume of data that can be integrated and processed efficiently. |
No information available | |
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Data Refresh Rate Frequency at which data can be updated in the analytical system. |
No information available | |
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Data Validation Rules Pre-built and customizable data validation rules. |
Adobe enables both prebuilt and custom validation rules as part of their platform's governance features. | |
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Encryption During Data Transfer Ensures data is encrypted during transfer between systems. |
Data encryption in transit is standard for Adobe enterprise and regulatory compliance in banking. |
Customer Segmentation
(8 Yes /8 Known /10 Possible features)
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Demographic Segmentation Segment customers based on demographic information such as age, income, occupation, etc. |
Demographic segmentation is available; users can filter by age, income, etc., as shown in FS segmentation examples. | |
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Behavioral Segmentation Identify customer groups based on transaction patterns and behavior. |
Behavioral segmentation (by digital and transactional behavior) is a key advertised feature. | |
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Custom Segment Creation Users can define and create custom segments with multiple filters and logic. |
Custom segment creation with filters and expressions supported via UI and API. | |
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AI-driven Segmentation Uses AI/ML algorithms to automatically discover and suggest segments. |
AI-driven segmentation and automated clustering available per Adobe Analytics AI/ML modules. | |
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Number of Segments Supported Maximum number of customer segments the system can handle simultaneously. |
No information available | |
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Loyalty and Profitability Segmentation Classifies customers based on loyalty or profitability scores. |
Loyalty, profitability and lifetime value based segmentation are used for banking clients. | |
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Segment Overlap Analysis Ability to identify and analyze overlapping members of different segments. |
No information available | |
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Dynamic Segment Updates Segments are automatically refreshed based on new data. |
Dynamic segment updates are a standard capability (auto-refresh with new incoming data streams). | |
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Segment-driven Targeting Tools Enables marketing or outreach based on segment membership. |
Integration with campaign tools enables targeting and activation from segments. | |
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Visualization of Segments Graphical representation and dashboarding of customer segments. |
Multiple visualizations and dashboards provided for exploring segment data graphically. |
Advanced Analytics & Insights
(9 Yes /9 Known /10 Possible features)
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Predictive Analytics Capability to predict customer behaviors such as churn or product interest using advanced models. |
Predictive analytics using advanced ML and forecasting models is an explicit feature. | |
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Machine Learning Model Support Supports training, deployment, and use of machine learning models on customer data. |
Supports custom and built-in ML models. | |
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Customer Lifetime Value (CLV) Calculation Calculates the expected lifetime value of each customer. |
CLV (Customer Lifetime Value) calculation supported via prebuilt models for FS. | |
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Attrition/Churn Prediction Uses analytics to forecast which customers are at risk of leaving. |
Churn prediction is specifically noted for customer retention analytics. | |
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Next Best Action Recommendations Suggests optimal follow-up actions for each customer based on data. |
Product and service next-best-action recommendations available; highlighted for FS deployments. | |
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Propensity Modeling Models to estimate a customer's likelihood to buy or use a particular product. |
Propensity modeling to predict likelihood of purchase or usage is part of predictive analytics suite. | |
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Sentiment Analysis Analyzes and reports on customer sentiment from multiple data points such as feedback, calls, or social media. |
Sentiment analysis possible via integration with Adobe Sensei and partner solutions for social/listening. | |
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Custom Analytics Models Users can upload or define their own mathematical/statistical models. |
Custom analytics models and formulas supported through workspace and custom integration. | |
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Speed of Analytics Processing Average time taken to run predefined analytical models on the full customer dataset. |
No information available | |
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Scenario Analysis Tools Test the impact of potential strategies or market conditions on customer analytics. |
‘What-if’ and scenario analysis tools are present in advanced reporting options. |
Data Visualization & Reporting
(9 Yes /9 Known /10 Possible features)
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Interactive Dashboards Customizable dashboards with drill-down capability. |
Highly interactive dashboards with drill-down are a noted capability in product demonstrations. | |
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Exportable Reports Allows users to export reports in various formats (PDF, Excel, etc.). |
Export options include PDF, Excel, PowerPoint, and others. | |
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Scheduled Reports Automatic generation and delivery of reports at regular intervals. |
Scheduled (recurring) reports are built-in for automated delivery. | |
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Role-based Report Access Control which users have access to which reports. |
Role-based report/dashboard access is supported by enterprise access controls. | |
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Custom Dashboard Templates Build and reuse dashboard designs across projects. |
Dashboards are templated and reusable across teams. | |
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Visualization Types Supported Number of different visualization types (charts, graphs, heatmaps, etc.) available. |
No information available | |
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Ad-hoc Query Builder Create custom queries on customer data without coding. |
Ad-hoc query and analysis using no/low-code query builders is a core UI feature. | |
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Drill-down Capabilities View granular details from summaries within reports and dashboards. |
Easy drill-down from high-level KPIs to granular events/records in dashboards or reports. | |
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Automated Insights System automatically surfaces interesting trends, anomalies, or patterns. |
Automated insights: surfaced trends/anomalies through machine learning engine, per product specs. | |
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Sharing & Collaboration Tools Features for sharing dashboards and collaborating on reports. |
Sharing and collaboration tools embedded in workspace – supports sharing and live collaboration. |
Personalization & Recommendation Engines
(9 Yes /9 Known /10 Possible features)
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Personalized Offer Generation Automatically creates and delivers personalized offers based on analytics. |
Personalized offer/experience generation based on predictive analytics and segmentation. Used for FS targeting. | |
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Real-time Recommendations Generates recommendations for customers in real time based on their behavior. |
Real-time recommendations (content/offer) available; often cited for digital banking journeys. | |
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Multi-channel Personalization Supports personalization across channels (email, app, web, SMS, etc.). |
Multi-channel personalization: experiences and offers across email, digital, SMS and web. | |
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A/B Test Management Supports running A/B tests to optimize recommendations and personalization strategies. |
A/B test management built into Adobe Target (integrated with Analytics for personalization optimization). | |
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Recommendation Algorithm Selection Allows administrators to choose from multiple algorithms (collaborative filtering, content-based, etc.). |
Allows selection of algorithm for recommendations (collaborative, content-based, rules). | |
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Personalization Rule Engine Lets users set business rules to govern personalization tactics. |
Business rule configuration for personalization and targeting is a published feature. | |
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User Profile Enrichment Ability to augment customer profiles with external and behavioral data. |
User profile enrichment through integration with third-party or proprietary behavioral data. | |
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Personalization Performance Metrics Tracks how well personalization strategies perform (e.g., lift, conversion rate). |
Monitors personalization campaign performance (lift, conversion, engagement metrics). | |
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Scalability of Recommendations Maximum number of customers who can receive personalized recommendations simultaneously. |
No information available | |
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Self-service Configuration Business users can configure personalization strategies without IT intervention. |
Marketers can configure and launch personalization strategies without IT/development involvement. |
Security & Compliance
(8 Yes /8 Known /10 Possible features)
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Data Encryption At Rest Customer data is encrypted when stored in the system. |
Data encryption at rest: required for FS and offered for all cloud deployments. | |
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Role-based Access Control Granular permissions for different user roles and responsibilities. |
Enterprise RBAC configurable for dashboards, data and tool access. | |
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Audit Logging Comprehensive tracking of all data access and manipulation activities. |
Audit logs are maintained to meet regulatory and operational security needs. | |
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Data Masking & Anonymization Sensitive data elements can be masked or anonymized for analysis. |
Supports data masking/anonymization for reporting and compliance. | |
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GDPR/CCPA Compliance Features to support compliance with regional privacy regulations such as GDPR or CCPA. |
GDPR and CCPA compliance are advertised core differentiators for this regulated sector. | |
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Automatic Security Updates System automatically applies patches and security updates. |
Automatic security patch updates are included in managed and SaaS deployments. | |
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Penetration Testing Certification System is regularly tested for vulnerabilities and has certification. |
No information available | |
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Data Residency Controls Specify and enforce where customer data is physically stored. |
Data residency controls to mandate storage location are available for regulated clients in FS and other sectors. | |
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Multi-Factor Authentication Requires additional authentication factors to access customer analytics. |
Multi-factor authentication available via Adobe and SSO integrations. | |
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Number of External Security Certifications Count of reputable third-party security certifications attained by the product. |
No information available |
User Experience & Usability
(7 Yes /7 Known /10 Possible features)
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Web-based Interface Accessible from modern web browsers without additional installation. |
Web-based interface, browser-native, no local installation required. | |
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Mobile Access Usable from smartphones and tablets. |
Mobile access available through mobile-optimized dashboards/reports. | |
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Customizable Workspace Users can tailor dashboards, workflows, and notifications. |
Customizable workspaces – users can tailor their dashboard, analysis, and alerts. | |
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Multi-language Support Interface can be displayed in various languages. |
No information available | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.) for users with disabilities. |
No information available | |
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User Onboarding/Tutorials Built-in guides and tutorials for fast learning. |
User onboarding tutorials and contextual help available in the product. | |
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User Satisfaction Score User-rated ease of use (out of 10). |
No information available | |
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Search and Navigation Tools Robust search capabilities and intuitive menu organization. |
Robust search, intuitive UI and menu organization described in product experience overviews. | |
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Self-service Features Non-technical users can create and manage analytics tasks without IT help. |
Self-service analytics and reporting enabled for business users without coding. | |
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Workflow Automation Automate repetitive tasks, such as report generation or alerts. |
Automation for tasks like scheduled reporting and alerts is available. |
Collaboration & Sharing
(8 Yes /8 Known /10 Possible features)
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Commenting on Reports/Dashboards Users can add notes or discuss insights directly within analytics tools. |
Commenting and annotation on reports/dashboards for collaboration. | |
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Role and Permission-based Sharing Share data, reports, and dashboards securely based on user permissions. |
Role and permission-based sharing for secure collaboration. | |
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Integration with Messaging Platforms Ability to share analytics artifacts directly into common business chat tools (Teams, Slack, etc.). |
Integration with Teams, Slack and other messaging platforms is published. | |
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Collaborative Workspaces Multiple users can work together on analytics projects or dashboards. |
Collaborative workspace supported for team-based dashboarding and analysis. | |
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Change Tracking & Version Control Track changes and revert to previous versions of reports or analyses. |
No information available | |
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Notification and Alert System Team members are notified of new insights, anomalies, or required actions. |
Real-time and scheduled notifications for insights and action items available. | |
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Number of Simultaneous Collaborators How many team members can work together in real time on a single project. |
No information available | |
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Access Request Workflow Built-in mechanisms for users to request and be granted additional report or data access. |
Access request workflows are part of user admin functions in the product. | |
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Scheduled Delivery to Distribution Lists Send reports and dashboards on a schedule to user groups. |
Automated, scheduled delivery to distribution lists is available. | |
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Export to Knowledge Repositories Push reports or insights to organizational repositories (SharePoint, Confluence, etc.). |
Export to SharePoint and other repositories supported via connectors. |
Integration & Extensibility
(9 Yes /9 Known /10 Possible features)
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Open APIs APIs available for third-party system integration and automation. |
Open APIs for integration/automation are a featured part of the solution. | |
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Plug-in or Add-on Support Developers can build and install extensions to the analytics product. |
Marketplace and add-on/pluggable support for Adobe Analytics ecosystem. | |
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Pre-Built Integrations Out-of-the-box connectors to popular banking and marketing platforms. |
Out-of-the-box connectors for common banking, campaign, and martech platforms cited in documentation. | |
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Custom Script Execution Run custom business logic scripts within the tool (e.g., Python, R). |
Custom script execution in analysis workspace or via integration (Python/R supported for advanced use). | |
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Webhook Support Integration with external workflow or event-based systems via webhooks. |
Webhook/event support available for workflow integration. | |
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Data Export Options Ability to export data into various file formats or external databases. |
Multiple data export options available. | |
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Integration Through iPaaS Solutions Works with integrator platforms such as MuleSoft, Dell Boomi, or Zapier. |
iPaaS (MuleSoft, Boomi, Zapier) integration cited for automation. | |
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Custom Object Model Support Ability to extend the system’s data model with custom objects or fields. |
Custom object/field modeling supported via data layer extensibility. | |
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Scheduling of API Calls APIs can be scheduled to pull or push data at defined intervals. |
API call scheduling possible through workflow and automation integrations. | |
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Maximum API Call Rate Peak allowed frequency of API calls. |
No information available |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can be active simultaneously without performance degradation. |
No information available | |
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Data Storage Scalability System can scale data storage as required, up to a specified maximum. |
No information available | |
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Analytics Query Response Time Average response time for complex analytics queries. |
No information available | |
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Elastic Resource Allocation Dynamically allocate more computing resources as needed to meet analytic demand. |
Deployments on Adobe cloud employ elastic resource scaling features. | |
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Performance Monitoring Tools Real-time and historic reporting on system performance. |
Performance monitoring (system/stats reporting) dashboards provided. | |
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High Availability (HA) Built-in features to ensure system uptime and resilience. |
High Availability options are a key feature for regulated financial clients. | |
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Disaster Recovery RTO Recovery Time Objective in minutes for catastrophic failures. |
No information available | |
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Disaster Recovery RPO Recovery Point Objective – age of backup data on recovery. |
No information available | |
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Scheduled Maintenance Windows Advance notification period before planned system maintenance. |
No information available | |
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Hot/Cold Data Archiving Automatic segregation and management of frequently and infrequently accessed data. |
Storage tiering and automatic data archiving for hot/cold access scenarios available. |
Support & Training
(9 Yes /9 Known /10 Possible features)
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24/7 Support Availability Round-the-clock technical and business support. |
24/7 support available for enterprise/financial services clients. | |
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Dedicated Account Manager Assigned contact for ongoing support and relationship management. |
Dedicated account managers are assigned to large/banking clients. | |
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Onboarding Assistance Guided setup and implementation support for new clients. |
Onboarding/guided implementation services part of FS offering. | |
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Comprehensive Documentation Depth and breadth of user and technical documentation provided. |
Comprehensive documentation available via Adobe HelpX and support. | |
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Online Knowledge Base Self-service repository for FAQs, how-to guides, and troubleshooting. |
Self-service online knowledge base publicly available. | |
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Regular Product Training Webinars Scheduled online training sessions for users. |
Regular product training webinars offered for all major product lines. | |
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In-person/Virtual Training Options Availability of classroom or live virtual training sessions. |
Both in-person and virtual live training sessions available from Adobe or partners. | |
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Community Forums Peer support via active online community forums. |
Active user community forums available. | |
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SLA Guaranteed Response Time Support contract's maximum time to first response. |
No information available | |
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Custom Training Curricula Can provide organization-specific training programs. |
Custom training curricula can be arranged for large/BFSI clients. |
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