Banking contact center: quality service that builds trust
In a highly competitive, constantly evolving financial environment, customers demand streamlined, secure, and personalized services. With Inconcert, centralize management, eliminate silos, and reduce costs to offer an omnichannel experience that builds trust and loyalty.
Turn your contact center into a driver of trust and results
Streamline
customer service
+35%
FCR
(First Call Resolution)
Personalize the experience
+92%
Availability on
digital channels
Attract new customers
+25%
Conversion
rate
Improve
satisfaction
+65%
CSAT (Customer Satisfaction Score)
We connect your bank or financial institution to each customer, building trust
Personalize and adapt the experience to each stage of the customer journey
Service on all channels
Offer quality customer service on social networks, by phone, on the web, e-mail, and WhatsApp to ensure that each customer feels taken care of, no matter the channel.
Streamline processes
Use AI agents and sentiment analysis to automatically scale queries to the banking contact center, resolving problems quickly and empathetically.
Continuous availability
Accelerate the resolution of queries regarding loans, claims, and other financial processes with AI agents that operate 24/7, supported by advanced knowledge bases.
Personalized recommendations
Use Speech Analytics to identify your customers’ needs and offer them financial recommendations that strengthen their loyalty and commitment.
Proactively detect crises
Configure alerts that immediately detect negative changes in your customers and activate automatic notifications to intervene and prevent larger issues.
Attract customers and drive customer loyalty on all channels
Accelerate conversion
Direct potential customers to the appropriate advisors, providing contextual information in real time to reduce the time it takes to close loans and accelerate sales cycles.
360° vision of the customer journey
Provide your agents with a comprehensive view of all interactions on every channel so that they can connect with customers more effectively and in a more personal way.
Customized communications
Automatically send personalized messages by SMS, WhatsApp, or email that include offers, reminders, and alerts. This way, you’ll increase conversion and boost customer loyalty.
Speed and trust
Activate click-to-call campaigns, schedule appointments with AI agents, and use video calls so that your advisors can connect directly with customers and to help accelerate decision-making.
Connected campaigns
Link your digital campaigns to final conversion in the contact center. This way, you’ll optimize your marketing investment and guarantee that every lead has the best pathway to a sale.
From leads to conversion
Make sure your digital campaigns go the distance: connect them to the banking contact center and branches to ensure that every opportunity becomes a customer.
Boost your financial advisors’ productivity
Centralize conversations
Provide your advisors with all the relevant information in a unified overview, regardless of the channel or source of the data, so that they can assist customers efficiently and securely.
Comply with regulations
Guide your agents to comply with legal requirements in every transaction, ensuring a secure service in accordance with regulations (GDPR, FINRA, PCI-DSS, etc.).
Effective team management
Use AI to predict demand and effectively organize shifts and connect the appropriate agent to each need, thereby avoiding excessive strain on the contact center.
Automate reminders
Automate notifications for appointments, payments, or promotions and reach more customers with the right message at the right time. This way, you can reduce churn and improve customer experience.
All the information in one view
Facilitate your advisors’ work with a unified data view. This allows them to prioritize customers, verify eligibility, and provide follow-up in real time to close sales more quickly.
Data-based optimization
Make strategic, data-based decisions in real time; adjust customer service flows and boost efficiency with analysis of conversations and key metrics.
Keep your customers’ trust by complying with the strictest standards
The Inconcert ecosystem operates in a certified cloud environment (GDPR, FINRA, PCI-DSS, CCSK, etc.). We guarantee that all data is managed safely and pursuant to the strictest regulations.
CSA Trusted Cloud Provider
Cloud Security Alliance certifies Inconcert as a trusted cloud provider.
Star Level One
Level 1 CSA certification in Security, Trust, Assurance, and Risk (STAR).
PCI Cloud Security Standards
Data security standards for the payment card industry.
ISO 27001
International information security, cybersecurity, and privacy protection standard.
CCSK
CSA Certificate of Cloud Security Knowledge.
GDPR
General Data Protection Regulation of the European Union.
