|
|
|
iHello for Financial Services
Every day, leading financial services firms such as Raymond James
Financials, Merrill Lynch, American Fidelity Assurance and InterSecurities, Inc.
leverage iHello to enable their financial advisors, brokers and account
representatives to manage accounts more efficiently and increase revenues.
iHello can be deployed company wide in about 30 minutes and requires no
changes to your existing infrastructure or systems.
Key Features for Financial Services
With iHello, every person in your company can access a private, toll free number
from ANY PHONE, ANYWHERE in the world and use their voice to:
- Access Email/Groupware in real time to read, send and mange email
- Manage and update CRM applications in real time
- Route and manage documents
- Respond to issues and instantly call clients just by saying their name. Dictate call notes and follow up action items immediately after the call.
- Access and update customer account records
iHello Benefits for Financial Services
Better Visibility of Sales Performance
Delays in updating CRM, Billing and other systems means that your
business does not have the accurate information it needs to measure
performance. Using iHello, employees update systems as events occur,
ensuring that you have increased visibility of the key metrics that
drive your business.
Improve Client Responsiveness
World-class client service means requires that your employees are
aware of issues as they arise and have the power to respond in a
timely manner. iHello ensures that your financial advisors, brokers
and account representatives are always in touch, no matter where they are.
Reduce Time spent on Data entry and Administrative tasks
iHello allows your financial professionals to be more productive by
reducing the amount of time they spend on administrative tasks such
as entering data into CRM systems and synchronizing/replicating.
iHello also reduces the cost and strain on your support staff by ensuring
that your customer facing employees have access to the information
they need to do their job.
Measure and manage sales performance
Get daily management reports detailing every call and activity made by your team.
- Know whether you're going to meet this quarter's goals, before it's too late
- Uncover performance problems the day they start happening, so they can be corrected quickly
- Stop having to hound your sales team to submit status reports
- Inspire a competitive spirit in your account teams to boost performance
Contingency Planning and Business Disruption
Financial Service Firms need to ensure that employees have multiple
contingency solutions available for accessing critical information
and clients during times of business disruption (weather, disaster,
transit strikes, the recent SARS scare, etc.). No matter the cause
of the disruption, iHello helps ensure that every employee has the
ability to continuously access applications and communicate with
clients and colleagues using nothing more than any phone.
|
|
|
|
