Financial Services

Customer Service becomes the differentiator

Financial Services Institutions, bruised by economic crises and bad publicity, are faced with the challenge of rebuilding customer confidence. Confronted by the increasingly rigorous demands of compliance, the need to cut costs on the High Street and the pressure to support new communication channels, institutions are redefining their approach to service in an effort to counteract the effects of a less loyal customer base.  Banks, insurance companies, investment providers and other financial service companies are striving to provide exceptional customer service across multiple channels of engagement rather than depend on historical channels – such as branch personnel – in isolation.

numero helps Financial Service Institutions to engage with their customers in an informed and personal way irrespective of the channel of communication.  We understand the challenges facing a market sector that is adjusting rapidly to new ways of doing business whilst making certain that customer engagement is transparent, efficient and open to scrutiny.

numero360 for financial services allows institutions to keep pace with regulatory compliance by ensuring that all customer touch points adhere to common standards.  Sophisticated workflows enforce corporate governance allowing institutions to demonstrate to regulatory bodies and customers alike that they maintain the highest possible standards. Whether handling complaints or selling financial services, numero360 makes sure the correct processes are followed and documented.

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