expectations

Meet Your Customers Highest Service Expectations

Banks, credit unions, brokerage firms, insurance companies and other financial services companies need to build loyalty, meet high service expectations and differentiate their products and services from their competitors, all with increased regulatory oversight. Your customers are tech savvy: they want easier, faster and more intuitive ways to connect and engage with your company. They expect you to know their channel preferences and have the right omnichannel platform in place to deliver a seamless, simple customer service experience, the first time they contact you and every time. You need a cloud contact center solution that can manage high call volumes and provide incomparable omnichannel engagement experiences.

expectations

Meet Your Customers Highest Service Expectations

Banks, credit unions, brokerage firms, insurance companies and other financial services companies need to build loyalty, meet high service expectations and differentiate their products and services from their competitors, all with increased regulatory oversight. Your customers are tech savvy: they want easier, faster and more intuitive ways to connect and engage with your company. They expect you to know their channel preferences and have the right omnichannel platform in place to deliver a seamless, simple customer service experience, the first time they contact you and every time. You need a cloud contact center solution that can manage high call volumes and provide incomparable omnichannel engagement experiences.

up-sell

Up-Sell and Cross-Sell With Seamless CRM Integration

Leverage native integration using prebuilt RESTful APIs or open web services to integrate the CX100 cloud contact center platform with your CRM and core system, so your agents have immediate access to in-depth information about each customer, including purchase history, previous touch points and possible up-sell and cross-sell opportunities; by accessing this trove of information, agents can engage customers via their preferred channels and share personalized content for a one-on-one sales opportunity, delivered in the moment, to the advantage of both the customer and your company. And CX100 IVR for self-service immediately steers your customers to the information they need (e.g., balances, branch locations, hours of operation), so your agents can devote themselves to potential sales.

Up-Sell and Cross-Sell With Seamless CRM Integration

Leverage native integration using prebuilt RESTful APIs or open web services to integrate the CX100 cloud contact center platform with your CRM and core system, so your agents have immediate access to in-depth information about each customer, including purchase history, previous touch points and possible up-sell and cross-sell opportunities; by accessing this trove of information, agents can engage customers via their preferred channels and share personalized content for a one-on-one sales opportunity, delivered in the moment, to the advantage of both the customer and your company. And CX100 IVR for self-service immediately steers your customers to the information they need (e.g., balances, branch locations, hours of operation), so your agents can devote themselves to potential sales.

Analitics
bank-on-us

Bank On Us

Leverage our deep experience in front-line delivery and back-office process management for financial services companies. The CX100 cloud contact center platform gives your organization rigorous security and compliance, including PCI for secure transactions, a secure IVR for user authentication and validation (e.g., voice biometrics, two-factor authentication), end-to-end security and encrypted data (in transit and at rest) and fraud detection capabilities. We know your data is mission critical: you can bank on Conduit Global to give you the best disaster recovery and business continuity services in the industry.

bank-on-us

Bank on us

Leverage our deep experience in front-line delivery and back-office process management for financial services companies. The CX100 cloud contact center platform gives your organization rigorous security and compliance, including PCI for secure transactions, a secure IVR for user authentication and validation (e.g., voice biometrics, two-factor authentication), end-to-end security and encrypted data (in transit and at rest) and fraud detection capabilities. We know your data is mission critical: you can bank on Conduit Global to give you the best disaster recovery and business continuity services in the industry.

FEATURES

application processing

appointments and account activations

claims processing

balance enquiries

clients and customer service

credit applications

credit card enhancement programs

credit management

cross-selling/up-selling

end-to-end encryption

financial services surveys

fraud detection

lead generation

insurance sales

new product launches

PCI for secure transactions

virtual reception

rigorous data protection

trading

user authentication

overdraft protection

Bitnami