Financial Institutions need modern communication tools

Customer service solutions have never been more important

Our advanced contact center software is tailored for modern financial institutions, offering diverse communication channels to reach all customer demographics effectively. We strike the perfect balance between automation and personal touch, ensuring efficient yet personalized interactions.

With security measures and privacy compliance built-in, our platform safeguards sensitive financial information. Additionally, our comprehensive analytics enable you to measure and improve your communication strategies, driving customer satisfaction and institutional success in the digital era.

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Girl working at computer typing a message with a web chat 3D image overlaid

How AI and Cloud-Based Contact Center Solutions Assist Businesses
in the Financial Industry.

Today’s fast-paced world requires businesses to stay ahead of the game.Whether you’re a bank, credit union, or credit card company, you need to ensure you provide exceptional customer service to maintain satisfaction and loyalty.

While some people might initially think artificial intelligence (AI) and cloud-based contact center solutions are too impersonal to help people with their banking or bills, the reality is that they can make the process so much easier. They empower businesses of any size to automate processes, handle high call volumes, and provide personalized customer experiences.

As an industry that values efficiency and accuracy, financial institutions find that AI and cloud-based solutions are valuable assets for the following reasons:

  • Enhanced productivity
  • Increased revenue
  • Promoting customer loyalty

With the increasing need for digital outlets and 24/7 customer service, investing in these technologies can be the catalyst that drives a business to success.

See how integrating calls, emails, texts, and chat, on a single platform makes life easier for your team.

"Prior to upgrading, we were having issues with patients being perpetually stuck in the queue. So they would never get picked up. They would just kind of bounce from phone to phone and then a new person would call and they would still be bouncing around."

Sean Murphey – Fairfax Pediatrics Associates

Advanced Features at a Fraction of the Cost

We offer our advanced features at a fraction of the cost of competitors. With fully customizable solutions, you can help your agents stay focused on assisting customers while meeting your bottom line. Never compromise quality for cost when you integrate Xima’s call center software.

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.

Personalize customer service experiences by leveraging AI utilities

Best Practices for Using Digital Communication to Build Stronger Client Relationships in the Financial Industry

Digital communication has become one of the most prominent ways for businesses in the financial industry to connect with clients. However, with so much information constantly being exchanged online, it can take time to build truly strong and impactful relationships. That’s why it’s essential to have a well-defined strategy for how to use digital communication to better engage your clients.

This might include everything from regular email newsletters and personalized follow-up messages, to scheduling virtual meetings and providing helpful online resources. Think about tasks customers can accomplish independently using your call center’s customized voice response menu or online portal. 

Financial client working with a client and a calendar and call element

Just a few of the things they can accomplish on their own without having to wait on hold for a live agent include:

  • Activate credit or debit cards
  • Check account balances
  • Deposit money
  • Inquire about credit limits
  • Make payments
  • Report stolen cards
  • Request quotes
  • Withdraw or transfer funds

In addition, AI-powered chatbots provide instant responses to frequently asked questions, easing the burden on call center staff.

By implementing these best practices and taking a thoughtful approach to digital communication, businesses can foster stronger connections with clients and ultimately increase their overall satisfaction and loyalty.

Now is the time to invest in the right technologies so you can take advantage of the opportunities of the modern financial industry. Start exploring how AI-driven and cloud-based contact center solutions can enhance the efficiency of your communication channels while giving agents invaluable insights into customer behavior and relationships.

Request a demo from Xima today to see how our services can benefit your business.

More to Explore

Doctor sitting on a patient's bed, smiling

Fairfax Pediatric Customer Success Story

“With Xima it’s nice because we can see the number of answered calls per user, we can see how even it is between all the users. And then we can see which phones are currently in use and which are ready.” – IT Manager

Read More »
Xima Contact Center

Want to see it in action? Set up your demo today.

Feature Release Webinar

Join us for an exclusive webinar as we dive into our latest product releases for IVR, MMS Messaging, and our Social Media Integration.

  • IVR (Interactive Voice Response)

  • MMS Messaging

  • Social Media Integration

Thursday, September 12, 2024 | 11:00AM ET