Financial
Deliver Value at Every Stage of the Financial Journey
Make customer service your competitive advantage with Xima
Attracting and retaining customers has never been more challenging. You have a unique product, and your customer service should be exceptional too. Provide easy, quick and personalized experiences your customers expect.
Don't Get Stuck On Hold
Retain existing customers, attract new ones, enhance customer satisfaction, build trust, and improve the bottom line. By prioritizing customer service, you can differentiate yourself from competitors and build long-term relationships with your customers.
No one likes to be stuck on hold. Reduce wait times and streamline experiences by leveraging tools like AI, IVR, and skill-based call routing.
Maximize Productivity
Feedback is crucial for improving performance and efficiency. By monitoring calls, chat sessions, and other customer interactions, you can identify areas for improvement, coaching, and efficiency.
Give your customers peace of mind when they reach out to your customer service teams and get them connected to the right person the first time.
Unlock Opportunities
Turn traditional customer service into revenue-generating opportunities by having a deep understanding of your customer needs.
Leverage features like flexible call routing and give your staff the tools to quickly identify a customer’s unique financial history, and make personalized recommendations.
Financial Teams Communicate Easier
Meeting your clients where they prefer to communicate creates a better experience for clients and employees.
Voice
Your most personal point of contact is crucial. Make sure it’s the right connection the first time, every time.
Advanced features and personalization to improve the customer experience.
Chat
Promote new products and services, answer questions, and more with real-time web chat.
SMS
Automate, interact and schedule messages for your customers all in one platform.
Build Trust
Keep Your Customers Connected
Share promotions, quickly send fraud alerts, or just say hi over the phone, through text, or email. Your customers expect to have the information they need at their fingertips on any device and at any time.
Unifying your platforms offers a streamlined, efficient, and effective communication experience. Features like IVR can quickly answer routine questions or resolve simple issues for your customers.
Advanced Features at a Fraction the Cost
Help your agents stay focused on helping customers with features that make their lives easier.
Skills-based Routing
Help your financial service professionals focus on helping customers with needs that fit their specific skills, and expertise.
Speech Analytics
Understand customer insights, identify trends in behavior, and proactively address common issues to deliver a better experience.
Queue Callback
Reduce hold times and disconnects during high call times without overwhelming your financial services professional.
Customer Success
Is Our Focus
Read more about how our solutions have helped improve businesses across the globe.
Fairfax Pediatric Customer Success Story
Over the past couple of years, patients have been juggling multiple priorities and were looking for convenient ways to manage their healthcare. This along with the COVID pandemic created a spike in phone calls and a challenge to modernize a dated system.
Suburban Propane Success Story
Suburban Propane was in need of a reliable call reporting system, database redundancy, and a centralized management platform to keep up with their growth.
Sansio Customer Success Story
When faced with an organization restructure, Sansio Inc. was forced to expand, integrate, prioritize, and restructure their contact center. They needed a more viable, scalable solution.
Try Xima yourself. Schedule a demo today.
Whether your a reseller, end user, or just a little curious, the Xima Suite has something to fulfill your business needs.
Fill out the form below and a team member will reach out to walk you through it!