Banking

When customers must routinely help you help them, you open the door for your competition. Impress your customers instead. Use our omni-channel platform to route calls more precisely, handle web chats faster, match a customer’s needs with an agent’s skills, instantly access account records and offer new services at each opportunity. When you welcome your customers in every way and personalize their experience at every touch point, you give the other banks no chance.

Monitor. Measure. Refine. Repeat. From initial contact to resolution to follow-up, our platform’s real-time monitoring, automated surveys and historical reporting make continuous improvement seamless. Gauge how customers use your media channels and services, and how you respond. Invite their feedback. Make the right decisions for staffing levels, as well as for product campaigns and cultivating high-value customers. Improving your bank’s sales and service effectiveness, after all, is ongoing. Monitor. Measure. Refine. Repeat.

Opportunity is about timing, and awareness. Whether a customer is in your branch, on the phone or visiting your web site, employees need to be ready to sell. Our platform drives information to your front line ambassadors to tell them who the customer is, what services they’re using, additional services to offer — and the value of that customer to your bank. While employees respond to new opportunities more readily, you track the sales success of each employee, to measure their value.

The secret to building your customer count isn’t just reaching out to a desired new audience. It’s what you do when prospects reach back. Our platform energizes your outreach and coordinates your response. Deliver a consistent message from the contact center and every branch office. View and update a new customer’s profile so employees can offer the right product at the right time, from any location. And provide services via the phone, Chat, email and the web, to make life a little easier.

A security breach can be your bank’s worst nightmare. Our all-in-one platform allows you to establish security centrally and automatically, with every endpoint conforming to the settings your bank uses to secure connections to phone lines, email servers, web servers and business systems. Along with total control over access rights, multiple levels of live monitoring and voice and screen recordings encryption add to your peace of mind.