APIs Banking CRM Marketing 
Talkdesk
OCTOBER 14, 2020
Similarly to 40 years ago , major banks, finance companies and collection agencies are muscling up call centers to respond to the arrears crisis for credit cards, auto loans, student loans and other forms of debt. Now is the time for banks to transition to a more flexible platform offered by cloud solutions.
Tenfold - Contact Center Blog
JUNE 22, 2018
They have no attachment to legacy systems that banks and finance companies have been holding onto for years, despite the wave of new technologies in business and communications. A 2017 report by Accenture indicated that 71% of financial services consumers are open to using “entirely computer-generated support for banking services.”
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JustCall
JANUARY 5, 2023
Administrators can use pre-configured and customized dashboards to obtain visibility into KPIs such as customer loyalty, sales, marketing, communication channels, and product offers. Tethr provides an application programming interface (API) that allows businesses to integrate the platform with a variety of third-party solutions.
CSM Magazine
DECEMBER 10, 2021
Understand Your Employee Journey —When it comes to marketing a product, the customer journey is an integral factor in deciding which touchpoints and messages make sense for a specific customer in a specific moment. Bank, Wells Fargo, United Health Group, numerous credit unions and manufacturers. The same is true for your employees.
Expivia
JANUARY 19, 2021
If you need to send it back, that ambassador can take your information through API’s, connect to the CRM, and have everything sent to you just like any IPR. If you have a bank query, you can walk into a virtual branch and fix any problem you could over the phone. We can also elevate this to a human agent.
teleopti
FEBRUARY 25, 2019
It is not uncommon to have completely different software solutions for phone calls, chats, emails, and CRM cases. Will the platform integrate with our current software, such as CRM, surveys, or call recording/Quality Monitoring? But with complex databases like CRM, POS systems or banking systems, things get a little messier.
CustomerSuccessBox
FEBRUARY 28, 2022
Twilio is a platform that creates easier communication by enabling messages, VoIP and phones to be embedded in mobile, web, and desktop applications, giving businesses the ability to have better communication with the customers with their API integrations to make it a toolkit for every developer’s need. All thanks to its virality.
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