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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DialOnce streamlines customer interaction journeys, whether through voice or digital means, ensuring that clients are directed to the most appropriate channel to meet their needs. Customer satisfaction is both measured and validated by our clients, as well as by independent consulting agencies. We provide guidance towards the most effective solution to enhance First Contact Resolution. Additionally, we promote the adoption of digital and self-service support options. Our omnichannel approach allows for real-time oversight of customer journeys, ensuring optimal management. By offering solutions that address 100% of your calls, we optimize availability and reduce operational costs associated with low value-added calls. Furthermore, we enhance sales productivity by enabling resources to focus on outbound calls. The promotion of self-service solutions not only lowers processing costs but also aids in achieving First Contact Resolution. Ultimately, our comprehensive omnichannel overview facilitates the orchestration of customer relationships by continuously monitoring the effectiveness of your solutions and contact paths. This results in improved customer experience and operational efficiency.

Description

Enhance customer engagement by organizing frequent interaction and consultation events, consistently advocate for your customer relationships, and aim to boost revenue per customer in a targeted, efficient manner. Finfox serves as the smart software solution tailored for banks, consultants, and their clientele. Utilizing advanced business logic, a unified database, and comprehensive omnichannel functionality, Finfox transforms individual wealth management into a seamless and high-quality experience across all platforms. Both consultants and end users benefit from synchronized access to the same data at every point of interaction, facilitated by standardized business logic and full omnichannel integration. Our corporate blog features expert contributions on contemporary issues and trends in the banking sector's digital transformation. Subscribe to receive new product updates and valuable insights directly to your email. Additionally, we aim to create a community where knowledge sharing and collaboration thrive, fostering stronger relationships among all stakeholders involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apiax No 

Integrations

Apiax Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Dial Once

Founded

2014

Country

France

Website

dial-once.com

Vendor Details

Company Name

ECOFIN

Country

Switzerland

Website

www.finfox.ch/

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

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