banking

BANKING FINANCE

Better reach your customers, close deals efficiently and deliver outstanding customer service throughout your banking financial journey

01.MARKETING

  • Omnichannel Conversation

    • Manage all customer interactions from all chat channels with just one interface.

  • Customer Segmentation

    • Create customer groups based on criteria (age, gender, products/services of interest...).

  • Multi-channel campaign management

    • Send mass notifications to customers via Email, SMS, OTT, Push Web/App...

  • VIP/ Loyal customers

    • Manage, monitor and evaluate campaigns and incentives for VIP and loyal customers.

02.BUSINESS DEPARTMENT

  • Lead Management - Opportunities

    • Manage lead information from sources such as Marketing, direct, referral...

  • Manage Contacts, Accounts

    • Manage all interactions, transaction history, products and services used by customers. Manage business profile details.

  • Tele Campaign

    • Create call campaigns with multiple mechanisms: Predictive Dialer, Progressive Dialer, Preview Dialer…

  • Deal Management - Contracts

    • Manage products, services, unit prices, deal status...

03.CUSTOMER SERVICES (CS)

  • Call Center

    • Pop-up information, call recording, IVR, Dashboard Monitoring, ACD Queue…

  • Omnichannel Conversation

    • Manage all interactions from all Chat channels on one interface.

  • Manage Mailbox

    • Assign users to manage mailboxes, create tickets on mailboxes.

  • Ticketing

    • Record customer requests in the form of tickets. Forward the ticket to the correct processing department. Monitor the quality of request processing.

  • Surveys

    • Diverse surveys via call, SMS, OTT, Email, Web form...

04.APPRAISAL

  • eKYC

    • Facematching, voice recognition, OCR... Easy to integrate, compare with existing databases.

  • Video Contact Center

    • Make Video Call 1 - 1 with customers. Cross-platform support.

  • Appointment management

    • Manage all appointments with customers. Remind schedule for users/departments in charge.

  • Integration

    • Easily integrate with core systems, ERP, CRM... by many methods of ETL, API...

05.DEBT SETTLEMENT

  • Data classification

    • Divide records based on conventional information (Time past due, debt, etc.).

  • Campaign

    • Create call campaigns with respective groups: Predictive Dialer, Progressive Dialer, Preview Dialer...

  • Action Code

    • Define interaction scenarios based on campaign results.

  • Auto Reminder

    • Automatically remind payment appointment.

    • Customize according to the desired scenario

06.AUTOMATION

  • Callbot - Chatbot - Voice QC AI

    • Set up a variety of scenarios for many different businesses.

    • Application of STT, TTS, NLP technology...

  • BPM

    • Allows to set up, monitor, automate, and upgrade versions of business processes based on BPMN platform.

  • Trigger

    • Automatically perform tasks based on pre-set conditions such as status change, ticket, lead…

Customer success
  • banking
  • banking finance
  • banking finance
  • banking finance
  • banking finance
  • banking finance
  • finance
  • finance
  • finance
  • finance
  • finance
Ready to get started?
Talk to us today!

About Worldfone

Copyright ©2024 Southtelecom. All Rights Reserved. Terms of Service. Privacy Policy.

Ready to get started?
Talk to us today!

Copyright ©2024 Southtelecom. All Rights Reserved. Terms of Service. Privacy Policy.