Solutions
Call center software for Finance and Banking
Banking and financial services is one such industry that depends on trust, reliability, and most importantly security of customer data. A call center software for financial and banking services that helps synchronize customer data in real-time to ensure secure and uninterrupted service.
Jattel provides call center software for banks and financial institutions that allows users to keep records of recent customer interactions.
Call center in Finance and Banking
Call centers are a vital part of the finance and banking industry, providing customer support for a variety of needs. By leveraging a well-managed call center, banks can elevate their customer service, improve operational efficiency, and build trust with their clientele.
Inbound Calls
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Account Management
Customers can inquire about account balances, recent transactions, statement explanations, and direct deposits/withdrawals.
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Technical Support
Agents can troubleshoot online banking issues, mobile app problems, and password resets.
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Loan and Product Inquiries
Customers can get details about loan options, credit cards, investment products, and eligibility requirements.
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Security and Fraud
Report lost or stolen cards, suspicious activity, and receive guidance on fraud prevention measures.
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Bill Payments and Transfers
Make payments on loans, credit cards, and transfer funds between accounts securely over the phone.
Outbound Calls
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Account Verification
Agents may call to confirm account activity, verify identity for security purposes, and follow up on incomplete applications.
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Customer Satisfaction Surveys
Gather feedback on recent call center interactions to improve customer service.
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Product Promotions and Upselling
Offer relevant financial products and services based on customer profiles (with proper consent).
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Loan Application Follow-up
Provide updates on loan applications and answer any questions the customer may have.
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Debt Collection
Handle delinquent accounts professionally, offering repayment options and adhering to collection regulations.
Our Products for Finance and Banking
By leveraging the diverse services offered by VoIP call centers, financial institutions can create a secure, efficient, and customer-centric experience.
Predictive & Manual Dialer
Jatell call center application with CRM included in it for handling outbound calls, have 2 types of dialer system in one application to support various business-related needs with communication services via telephone calls to customers.
IVR Broadcast
IVR Broadcast is a call center application that combines the functionalities of an Interactive Voice Response (IVR) system and mass call broadcasting. It essentially allows businesses to send pre-recorded voice messages to a large group of targeted recipients automatically.
Dialer Widget
A dialer widget is a software element embedded within a call center's CRM (Customer Relationship Management) system. It simplifies call initiation by providing click-to-call functionality directly within the agent's workspace.
Robot Voice AI
Robot voice AI, also known as synthetic voice or AI voice, refers to technology that utilizes artificial intelligence (AI) to generate human-like speech.
Managed Service
A managed service call center is essentially an outsourced solution for running your call center operation. A managed service provider (MSP) handles all or some of the day-to-day functions, allowing you to focus on your core business.