UJET for Financial Services
Be the Advisor Your Clients Trust to Help Them Reach Their Financial Goals
Whether you provide investment, lending, mortgage, banking, or insurance, your financial services clients trust you to provide them with consistent, thoughtful service throughout their financial journeys. Differentiate your brand with secure, personalized customer service across mobile, web, and voice with a financial contact center built for your demanding customers.
Security You Can Rely On
Give your clients peace of mind with the industry’s premier security-focused CCaaS 3.0 platform. Use biometric authentication to verify the customer’s identity using a fingerprint or Face ID instead of relying on passwords and credentials that can be easily compromised. UJET offers the only real-time data exchange for the CRM, eliminating storage of sensitive customer data in the contact center. All customer data and PII are stored natively in the CRM or your private data repository to reduce security risks.
Improve Client Satisfaction
Each one of your clients comes with their own unique history and set of needs. UJET’s banking contact center software makes delivering personal service a breeze. Intelligently route incoming conversations to the right team based on real-time or historical data like lifetime value, customer intent, and their current financial products. Agents can then review a customer’s journey and past interactions all on one screen, using both historical data and real-time context to deliver a quality banking service experience.
Optimize Time to Resolution
Providing excellent client care doesn’t have to result in slower service. UJET Smart Actions is designed to help your team work more efficiently so you can focus on helping your customers build wealth. Validate names and addresses, request photos and video while on a live call, and accept secure payments, all within your mobile app.
Automate Routine Transactions
UJET’s flexible and customizable Virtual Agent performs simple transactions and provides quick answers to common questions. Virtual Agents can help your clients replace lost or stolen cards, set a travel alert, check balances, and more. Specialized Virtual Agents can even be configured for more complex tasks like opening new accounts and filing claims.
The demand for Virtual Agents is clear, but companies don’t always know how to get started, or perhaps don’t have the necessary resources. In answer to these challenges and demands, UJET is pleased to offer a collection of Virtual Agent templates for Financial Services, with everything customers need to get started.
