Financial Advisory firms, especially in India , have transformed from sluggish business units to proactive and dynamic entities. The highly competitive financial advisory industry calls for integrated customer service approach.

Challenges

•  Financial Advisories have to segment customers and map them to the right resource or subject matter expert.

•  Financial Advisories have to improve First Call Resolution and increase customer loyalty.

•  Financial Advisories have to segment their high net worth customers and serve them in a personalized manner.

•  Financial Advisories have to offer additional products and services with cross selling and up-selling opportunities.

The call center is a critical touch point for customers as they no longer visit branch offices for routine tasks. Moreover, with fluctuations at the stock exchange, thousands of wealth owners frantically dial short codes to their brokerage firms.

Leading financial services firms are at the forefront of leveraging advancements in communications technologies in order to deliver superior customer services while maintaining operational economies.

DACX Ameyo allows financial advisories to enhance efficiency of their processes, deliver consistent user experiences and ensure business availability. It offers rich feature set - like skill-based routing, multi-site routing, remote agent access, presence, collaboration to connect the entire ecosystem of customers, contact center agents, branch managers, legal advisors and others.

DACX Ameyo allows financial advisories to

• Deliver personalized customer interactions to value HNW customers
• Leverage high business availability for maximum customer contact
• Increase operational efficiency with process automation
• Capitalize on cross-selling and up-selling opportunities