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Financial Institutions
A Call Center Software for
Financial Institutions
automate communication, boost client satisfaction!
Empower your financial services with CallerDesk: automate communication, boost client satisfaction!
Boost sales and retention with personalized follow-Ups
- Integrate your CRM and help desk seamlessly to access a 360-degree history of your clients and tailor each interaction to their needs with custom solutions for banks related requirements.
- Rely on a voice solution that merges securely with your existing tools and supports omnichannel communications, enhancing your banking customer experience.
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The qualities that financial companies want
Integrate Callerdesk with your CRM to streamline call logging, centralize activity, and maintain a comprehensive view of your clients and candidates with client management software.v
Set up and modify routing rules and IVR to direct callers to the appropriate team on the first attempt, ensuring efficient call handling.
Leverage data to make informed decisions and monitor every interaction in the Callerdesk dashboard, delivering exceptional experiences with financial services software.
FINANCIAL SERVICES
Keep your financial data safe
- Data belonging to our customers is protected with advanced encryption and top-level security standards.
- Your data is secured with TLS 1.2 and AES 256 encryption, following ISO 27001:2022 guidelines and CERT-IN VAPT for Web portal and API’s.
- Want to learn more about how CallerDesk ensures secure communication for banks? Connect with us today.
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Key features that are essential for financial services
1Feature Cards
Access more context for each inbound call by integrating information from other apps, enhancing your financial services phone systems.
2Live Coverage
Get a clear picture of team activity to reallocate resources and boost productivity with our banking contact center software.
3 Monitoring Software for Calls
Improve call quality assurance and speed up employee training by monitoring live calls.
4Interactive Voice Response (IVR)
Create an intelligent IVR directory to connect callers to the right team immediately, optimising your contact center for financial services.
5Quick Warm Discussion
Allow your team to communicate quickly before transferring live calls, improving call handling efficiency.
6Record Calls
Analyse call recordings to assist with accuracy checks, quality assurance, and training direction with our contact center software for banks and other finance institutions.
7Working Hours
Set specific schedules to confirm when each phone number is available for calls.
8Call Routing/Forwarding
Customise call distribution and guidelines to route calls to suitable teammates, enhancing bank contact center solutions.
9Call Waiting
Allow incoming callers to wait in line until an agent is available to speak with them.
Automated client support for enhanced service quality
- Encourage your agents, arrange workflows, and set up integrations swiftly to adapt to your business needs with our banking contact center solutions.
- Modify business hours, agent availability, call distribution, and IVR settings to meet changing demands and call volumes.
with automated IVR
Provide 24/7 client support
with automated IVR
- Track crucial KPIs like missed call rate, calls per agent, and agent availability to ensure you’re meeting your business goals.
- Use our Live Feed to adjust workflows and train your teams for enhanced customer experiences with data-driven customer communication.
Ready to build better conversations?
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