Freshcaller for Banking and Financial Services
To acquire and retain customers in the competitive financial services landscape, banks, fintech, and insurance companies need to earn the trust of their customers with transparency and unmatched support. Aside from knowledge of their own company’s products and services, agents should be aware of which products each customer uses and how best to help them manage their finances.
With most transactions conducted digitally these days, as opposed to in-person at a branch, customers expect their financial service-providers to be available 24x7 across multiple channels for fast, personalized support. While self-service can help them with routine processes such as applying for a new loan or closing an account, customers need live agents to tackle urgent payment or account security issues. To create a people-first experience, agents need a phone system and other support tools that give them complete context of a customer’s interactions and can be operated smoothly across geographies and devices. Using Freshcaller, these agents can navigate the fast-evolving landscape of payments, while engaging in secure, high-quality communication compatible with data regulations.
Popular use cases Freshcaller can help you with:
- Updating personal and contact information
- Card or account activation
- Reporting incorrect and suspicious transactions
- Reporting stolen cards or credentials
- Inquiring about loans, transfers, and payments
- Checking insurance coverage