Remove Abandon Call Remove Banking Remove call center software Remove Coaching
article thumbnail

The Role of a Financial Services Sales Agent

aircall

If so, you’ve probably called a bank, credit card company, or loan provider at some point for help. That’s a financial services sales agent, a type of call center agent whose job it is to help customers make informed decisions when it comes to purchasing financial services. . The person you spoke to?

Sales 62
article thumbnail

Top 6 Convoso Alternatives and Competitors: Features and Pricing [Expert Analysis]

JustCall

You want better coaching features Call recordings and analytical insights help your team lead to better coach agents. Call transcriptions and call scoring are the tools you can use to judge your team’s performance. Remember, affordability doesn’t have to mean sacrificing quality. Convoso doesn’t provide that.

CRM 52