The Modern Contact Center Solution for Finance Companies
Modern, secure contact center software is pivotal to today's financial services. Delight customers with superior security, privacy, and self-service.
Engage is different to your current software, it works
Clunky, on-premise contact center systems are time-consuming and expensive to operate. That’s why contact centers around the world are catering to modern consumer needs with Local Measure's Engage for Amazon Connect.
of consumers are concerned about data security.
Source - KPMG
of customers rate personalization as “highly important” in today’s financial services landscape
Source - BusinessWire, 2021
Only
of banks have a unified customer record that tracks all interactions with the bank via all channels, including key results of customer inquiries.
Source - Banking Hub, 2020
of consumers are concerned about data security.
Source - KPMG
Give customers confidence that their data is safe
Financial customer support is complex, often with sensitive data. Engage provides enterprise-level security including Voice ID to give your customers confidence when interacting with your agents, or self-service.
of customers rate personalization as “highly important” in today’s financial services landscape
Source - BusinessWire, 2021
Reduce resolution times while taking CX to new heights
Building a brand requires putting your customers' first. Engage helps your agents better understand customers and make life easier with intelligent AI and features like sentiment analysis, chatbots, skills-based routing and more.
“I have been wanting to implement an omnichannel contact centre system for years. Local Measure's project team offered a well tailored and affordable solution to suit our team and budget. Great service from planning to implementation to follow-ups.”
Robin Lu
Founder & CEO, Ai Systems
Only
of banks have a unified customer record that tracks all interactions with the bank via all channels, including key results of customer inquiries.
Source - Banking Hub, 2020
Manage and scale agents without extra resources
Engage is the cloud-based solution that’s simple, secure, and scales perfectly with your team without extra resources. Reduces costs by easily adding or removing agents, access, features, and more without any technical people.
Transform your finance contact center in record time
There are no interruptions either, your contact center can operate business as usual.
1. Consultation
Engage and Amazon Connect are a powerful combination. Our AWS certified solution architects will ensure your new cloud contact center delivers to your customers, agents and business needs.
2. Implementation
Our in-house implementation teams ensure every implementation step is simple and fast so that your new cloud contact centre is up and running in no time, and that your staff are fully trained.
3. Support
When you need us, our dedicated support team are here. Most of our clients have very minimal support needs as Engage is secure, robust and scalable for contact centers of all sizes.
A smarter contact center solution
Experience excellence, right out of the box
Omnichannel experience
Omnichannel inbox, exceptional voice experience and prebuilt digital channels, let your customers contact your business on the channels they want.
Customer personalization
Understand your customers and anticipate the need to personalize their experience, using knowledge base integration, customer profiles, and internal notes.
Positive agent experience
Give your agents the tools to perform their jobs quickly and easily. Engage is a telecoms cloud contact center solution with an intuitive agent interface, alerts and notifications, agent next status, and more.
Actionable business intelligence
Get valuable insights that drive continuous business Improvements, including real-time dashboards, resolution codes, existing BI tool integration and more.
Operational efficiency
Use skills-based routing, automated workflows, proactive chatbots, CRM integration and more, to increase productivity through technology.
Accelerated time-to-value
With easier onboarding, volume-based pricing and free ongoing feature updates, you can get set-up quicker and realize value from your contact center sooner.
Uncompromising security
With SOC 2 Type II compliance, GDPR, CCPA and the Australian Privacy Principles, protecting your business and the privacy of your customer's data comes standard.
Salesforce CTI adapter
If you use Salesforce, simply add the Engage CTI adapter to Salesforce and easily respond to inbound enquires, or send outbound messages from Salesforce.
FAQs
We're here if you need us
Our financial services contact center solutions can help streamline your operations across a number of areas, including insurance, banking, capital markets and payments. We have a proven track record of providing effective contact center solution software not only across the financial sector, but also in the hospitality space, retail industry and more.
Our AWS-certified solution architects ensure integration with your existing financial systems aligns perfectly with your operational workflows. During implementation, our in-house team handles every technical detail, simplifying the process so that your contact center can start using Engage without any major disruptions.
For businesses using Salesforce, the Engage CTI adapter allows for direct integration, enabling efficient handling of customer inquiries within the Salesforce environment.
Once completed, Engage integrates seamlessly with your existing systems by acting as a unified platform consolidating communication channels such as voice, email, SMS, social channels and more.
Engage provides security by embedding robust safeguards at every level, from data protection to compliance with global privacy standards. The software is built to meet stringent security requirements, including SOC 2 Type II compliance and adherence to GDPR, CCPA, and Australian Privacy Principles, ensuring that your business operates within the highest industry standards.
Moreover, Engage does not store any personally identifiable customer data (PII). All data is stored only within your company's AWS environment for enterprise-level standards and security.
Still have question?
For any other questions please contact us
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