Pointillist

MARCH 20, 2019

Cross-sell/Upsell Customers who are delighted with their experience spend more with a business by buying additional products and services. Let me explain through the example of a retail bank ‘A’: Bank ‘A’ receives 4 million calls annually in its customer care center, accounting for a huge chunk of its total expenditure.

Customer Experience 59

Customer Experience Banking Metrics Analytics 59

Comm100

OCTOBER 19, 2022

This is a verification of an individual’s identity if they make a transaction or if the bot needs to access a bank account during the chat. #3 Sentiment analysis comes in handy when you examine brand monitoring, market research, product analytics, and customer service. 8 Chatbot Analytics. Personal Scan. 3 Visual Flow Builder.

Chatbots 86

Chatbots APIs Analytics Upselling 86

JivoChat

JULY 29, 2021

Online banking and investment companies would probably put privacy and data security at the top of their “must-have” features. To get the most out of your AI chatbot, make sure it can integrate with the platforms you use every day — your content management system, your e-commerce store, and, of course, Google Analytics. Webhooks API.

Chatbots 52

Chatbots Sales APIs Enterprise 52

Lumoa

AUGUST 8, 2023

According to Gartner research, leveraging the data obtained from direct customer feedback can increase the chances of upselling and cross-selling by 15-20%. Try to ask questions for things that you aren’t already tracking in your CRM or other business tool, so that the information is important and the survey is kept light.

Surveys 83

Surveys Feedback Banking Best practices 83

JustCall

FEBRUARY 25, 2020

A well-stacked tech stack for financial services should comprise key categories like Communication, Helpdesk and Shared Inbox, Accounting, CRM and Product Management. The communication software shall easily integrate with an efficient CRM that automatically updates all your customer details. Email Analytics. Communication.

Finance 59

Finance CRM Accountability Sales 59

JivoChat

JULY 25, 2021

JivoChat is an omnichannel messaging platform that helps companies provide real-time customer support across all major digital channels - facebook , WhatsApp , email , Instagram, website , phone and more - from a single dashboard that syncs with your CRM. CRM integration. Predictive purchasing analytics. Key features.

Sales 52

Sales Accountability Upselling B2B 52

JivoChat

APRIL 8, 2021

As an organization leverages the analytical features of these tools, they get access to insights about people’s likes and dislikes, browsing behaviors, and purchasing habits. CRM integrations. CRM integration. Key features: Question bank to help overcome writer’s block. Key features: Live chat triggers. Multilingual.

Sales 52

Sales Chatbots Brand ambassadors Surveys 52

Enghouse Interactive

JULY 10, 2018

In the hustling world we live in, the sense of community is exciting in the world of banking. The goal is to not have members repeating themselves every time they interact with your company.Not only does the 360 degree view allow for easier service but it also allows you to anticipate members needs, and then upsell.

Self service 40

Self service CRM Contact Center Analytics 40

JivoChat

JUNE 9, 2021

In fact, between 2018 and 2023, chatbots are expected to save companies in the retail, healthcare, and banking industries $11 billion. Upsell and cross-sell. In fact, upselling a current customer can be 68% more valuable than attracting a new customer. Businesses use chatbots to sell enhanced and additional services.

Chatbots 52

Chatbots Marketing Upselling Surveys 52

OctopusTech

SEPTEMBER 9, 2023

For example – Some of the industries that are benefited from using call center services include – Accounting IT and Communication Marketing Manufacturing Tour and travel Banking, Insurance, and Finance Why Companies Should Invest in Call Center Outsourcing? In addition to this, they are also trained in upselling techniques.

Best practices 62

Best practices outsourcing Call Center virtual call center 62

CustomerSuccessBox

FEBRUARY 28, 2022

Because a net retention rate above 100% means you are excelling in receiving repeat purchases, upsells, cross-sells, and expansions. For the cloud-scale applications, Datadog monitors the servers, tools, databases, and services, with a data analytics platform that is SaaS-based. Which is the key customer retention metrics to track?-

SaaS 52

SaaS Best practices Enterprise Customer retention 52