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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

The financial services industry includes more than just banks. After a period of declining economic activity, the central banks tend to drop their interest rates to ignite economic growth. The Importance of Customer Support for Financial Services. How Financial Services Sales and Support Teams Are Interrelated.

Sales 62
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Call Center Outsourcing: Pros, Cons, and Best Practices

OctopusTech

Have you ever dialed a customer support number and found that the person at the other end lives halfway across the globe? The dedicated call centers handle day-to-day customer queries such as solving credit card issues, checkout process problems, and many more. This is where call center outsourcing plays a major role.

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M-Commerce: What it is and How to Succeed in 2021

JivoChat

Other m-commerce examples include purchases made in proprietary apps, like Amazon’s mobile app, as well as online banking. Mobile shopping can also be accessed through social media — all a vendor has to do is add their website link to social media pages or advertisements and drive potential customers straight to their store.

Banking 52
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Predictive Dialer vs Auto Dialer: What You Need to Know

aircall

Back in the 1940s, banks used the first auto dialers to make calls for collections. During busy times when sales or support agents are having lengthy conversations, a predictive dialer will slow down making outbound calls until there are more agents available to accept calls. Predictive Dialer vs Auto Dialer: What to Know.

voip 62
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11 Best AI Chatbots for Sales and Support in 2021

JivoChat

Chatbots have the ability to handle 90 percent of customer inquiries. By 2022, they could cut operational costs by $8 billion , as they continue providing the first line of customer support and giving agents time for other tasks. Upselling functionality. AI customer intent-learning in any language. CRM integration.

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Tech Stack for Financial Services – The Ultimate Guide [2020]

JustCall

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. Communication. Lead Management.

Finance 59
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10 Best Customer Engagement Tools for Improving Sales & Support

JivoChat

This platform includes a customizable 360° support system, and users can create message funnels, attend to support requests, trigger callbacks, and sync all communications directly into a CRM. CRM integrations. CRM integration. Pricing: ZenDesk offers different plans based on your customer service needs.

Sales 52