Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
API Access
Has API
Integrations
Apiax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management