CRM Solutions for Financial Services

The right CRM strategy will increase customer satisfaction and customer loyalty whilst improving operational profitability.

Additionally, implementing more efficient customer contact and fulfillment systems improve the employee contribution and lead to greater job satisfaction and staff retention.

 Improve retention by focusing on relationships

Fostering the one-to-one relationship between the customer and your institution is crucial to retaining customers.  1Voice solutions can help you convey to customers that your relationship with them matters:

Mobile Working – If you are not in the office, you can have selected calls routed to an alternative number.  A schedule feature allows you to set up profiles, so that calls can be routed to different numbers at different times of the day.

CallBack – Agents can call back customers in response to voice mail messages with a few keystrokes, without exiting their voice mailbox or making another call. 

Intelligent call routing - Using Calling Line Identification (CLI), the 1Voice application can deliver a screen pop with customer history to the call centre agent’s desktop.  Customers with premier status are given priority handling – for example, routed to the head of the call queue or to a special group of call centre agents. 

Critical Information Alerts — Our enterprise-wide solution provides real-time notification of important customers needing attention, and other critical information about incoming calls, voice messages and system data statistics.  Alerts can be sent via email, SMS, pagers, message boards and dedicated desktop client applications.

 Differentiate your service

To stand out in a field of new competitors, financial services companies need to differentiate their service delivery.  1Voice can help you create and deliver innovative services: 

Loan status – using a 1Voice solution, customers can use their phone find out the status of their loan application 24 hours a day, while minimising costs.

Phone access to web information – nearly all information is available via the Web, such as customer account information and trade histories.  By delivering information to both Web and telephone from the same database, you provide customers with consistency, flexibility and choice. 

Credit line application by phone – Existing customers who want to extend credit or apply for another loan can complete a subset of the loan form over the phone.  Rapid approval attracts new customers. 

Branch locator – To find the location of the nearest branch, a prospective customer simply enters their postcode via touch-tone phone.  The application can fax directions or use text-to-voice processing to read them to the caller.

Account management – customers can conveniently transfer money between accounts – for example, between a check and savings account – via a touch-tone phone.  They can receive verbal confirmation of their transaction or request confirmation via e-mail or fax.

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