Last updated April 23rd 2025

What is Customer Self-Service? The Complete 2025 Guide

Empower customers with a comprehensive self-service portal.

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What is Customer Self-Service?

This use case aims to provide customers with a self-service portal where they can access information, perform transactions, and manage their accounts without the need for direct assistance.

Products for Customer Self-Service

We’ve listed the products and solutions that commonly address the Customer Self-Service use case below.

nCino Bank Operating System logo

A cloud-based platform for banking operations.

BankiFi logo

Embedded banking solutions for SMEs.

Synapse logo

A banking-as-a-service platform enabling companies to launch deposit, payment, and credit products.

Finastra Fusion Digital Banking logo

A comprehensive digital banking platform by Finastra for seamless financial services across all channels.

Q2 Digital Banking logo

A comprehensive digital banking solution for financial institutions.

FintechOS logo

AI-driven financial product management platform for banks and insurance.

Alkami logo

Cloud-based digital banking platform for financial institutions.

Temenos Infinity logo

Temenos Infinity is a digital banking platform that empowers banks and credit unions to deliver seamless digital financial services.

Thought Machine Vault logo

Cloud-native core banking platform for flexibility and control.

Backbase Digital Banking logo

A comprehensive digital banking platform for banks and credit unions.

Kony DBX logo

Kony DBX is a digital banking platform offering omnichannel services for financial institutions.

FIS Digital One logo

A comprehensive digital banking platform by FIS, designed for seamless financial services delivery.

Customer Self-Service Features

Customize these feature priorities in Taloflow and get expert ratings for 15 different vendors and solutions, including None.

Feature Dimensions Description Priority
In-App Customer Support Chat
  • Service Enablement
Provides instant customer support through an integrated chat feature within the app. Critical
User-Friendly Account Switching
  • User Experience
Simplifies the process of switching accounts to enhance user convenience. Important
Video Call Support
  • Service Enablement
Offers video call capabilities for face-to-face customer support and consultations. Important
Evaluating solutions?
Work with Taloflow's technology selection platform containing tens of thousands of up-to-date vendor data points in dozens of categories to:
Get a detailed requirements table
Filter solutions based on your priorities
Evaluate vendors for your exact use case
Get my free report
takes 5 minutes

Disclaimer

Taloflow does not guarantee the accuracy of any information on this page including (but not limited to) information about 3rd party software, product pricing, product features, product compliance standards, and product integrations. All product and company names and logos are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation or endorsement. Vendor views are not represented in any of our sites, content, research, questionnaires, or reports.