Financial Services Checklist
Ensure both flexibility and compliance while taking care of customers
A comprehensive cloud communications platform lets your employees serve customers from anywhere while meeting compliance and security needs.
Help customers self-serve basic needs like checking account balances to free up customer service agents for more complex requests.
Your customers always see your business phone number whether your employees are calling from home, mobile, or the office.
Real-time customer insights help your service reps provide more informed responses and reduce resolution times.
Your cloud services provider's security and privacy controls for FINRA, GDPR, SOC2, Sarbanes-Oxley, and more make audits manageable.
Common Issues Facing the Financial Services Industry
Your communications technology must enable service representatives to provide quick, high-value customer service as well as assist tech-savvy millennials in taking care of themselves, as financial institutions seek to increase customer satisfaction scores.
Hybrid work models are in need of communications and collaboration tools that enable remote working and customer contact from any location.
Providers are required to support compliance requirements during routine audits and risk management.
Many in the sector are replacing outdated phone systems due to the cost effectiveness of cloud communications.
Our solutions can help solve these issues.
Our solutions can help solve these issues.
Your Needs
Our Solutions
DELIVER SUPERIOR CUSTOMER EXPERIENCE
Seamless client communications and customer centric channels
Ensuring customer needs are met quickly by the right resource or service rep
Accommodate customers who are digitally native and expect more
Make sure customers don’t have to repeat themselves each time they contact you about a single issue
Extend reach and facilitate faster response times for client inquiries
Manage risk by ensuring cloud service providers are independently audited
Protect or encrypt confidential client correspondence, files, text messages, and voicemails
Share documents securely
Choose cloud service providers with high uptime SLAs
Ease the audit process with configurable file retention policies, long-term storage, and by enabling access to archives by specific roles
Avoid use of and protect disclosure of employee mobile phone numbers
Have confidence that your cloud services providers take security measures that facilitate regulatory compliance
Cloud Solutions that integrates voice, chat, and video conferencing interactions on one platform
With our Customer Experience platform, you can easily customize call flow to assign the right agent at the right time, and QA features deliver exceptional results
Real-time insights get service reps into context quickly, helping to deliver more informed responses that shorten times to resolution.
Contact Center dynamic notifications proactively send reminders or any communication while respecting the client’s preferences
MOBILITY AND FLEXIBILITY
Ensure employees can be productive whether they work at home, in the office, while commuting, or some mix of locations
Give customers a seamless and consistent communications experience across channels and over time
Allow video conferencing participants to join meetings from anywhere
Ensure customers receive a consistent experience
Accommodate distributed service rep teams and multiple branch locations
SECURE CLIENT COMMUNICATIONS AND INDUSTRY COMPLIANCE
Ensure cost efficient communications and collaboration without sacrificing quality or features
Easier configuration and deployment
Supplement desk phones with other communication channels
Ensure business continuity
As a tightly integrated platform, our cloud solutions ensures consistent communications regardless of where your employees are
Chat and SMS automatically synchronize across mobile & desktop apps, and real-time customer insights speed service rep-customer interactions
Our cloud solutions lets meeting participants join from mobile phones, desktops, laptops
Voice, chat, and email queues combine into a single omni-channel experience
Anytime, anywhere communications from any device
Our cloud solutions are SOC 2 audited, which attests to our high security standards—for our products, networks, infrastructure, and privacy protection
All communications and recordings are secured at rest and while in transit
Account-level encryption keys secure stored documents, and SSL/TLS secures them as you share them
Our cloud is purpose-built for 99.999% uptime with a financially backed SLA
We offer secure, low-cost, and long-term storage with support for and indexing of relevant data types and formats and role-based permissions for accessing archives
Callers see your business phone number, whether employees are engaging from their mobile phones, desktop phones, or a remote service location
PUT AN END TO LEGACY PHONE SYSTEM COSTS
Our cloud solutions includes 100+ enterprise-grade calling features and excellent network call quality and uptime
A single web-based portal lets you configure the system and manage call reporting
Our solutions tightly integrates desk phones, mobile phones, chat, SMS, video conferencing, screen sharing, file sharing, and file backup to facilitate increased collaboration and productivity
