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Description
Los elementos de Finantix están diseñados para ser utilizados en múltiples canales de ventas y están centrados en los procesos. Ofrecen la flexibilidad y la capacidad necesarias para que las instituciones financieras puedan enfocarse en atender mejor a sus clientes y aumentar sus ventas. Estos componentes de Finantix están dirigidos especialmente a instituciones de tamaño medio y grande, abarcando todos los sectores del ámbito financiero. Proporcionan herramientas efectivas que permiten a los asesores bancarios optimizar su eficiencia y la calidad del servicio brindado. Además, adaptan los procesos a cada canal mediante herramientas de gestión de flujo, lo que permite la automatización de procedimientos estándar y la personalización según el canal, el cliente y el segmento en la estrategia financiera. Esto resulta en un enfoque más alineado con las necesidades específicas de cada cliente y en una mejora continua de la experiencia del usuario.
Description
Es el momento ideal para revolucionar tus procedimientos y enriquecer la experiencia de tus usuarios. Helppeople te ofrece una plataforma segura y sencilla que facilita la gestión y automatización de tus procesos. Mejora la eficiencia de tus operaciones, disminuye los tiempos de respuesta y accede a toda la analítica necesaria para decisiones rápidas y efectivas. Supervisa todos los activos tecnológicos de tu empresa y reduce el riesgo de eventos irreversibles. Además, puedes gestionar y optimizar el proceso de contratación en todas las áreas de tu organización, asegurando así un flujo de trabajo más ágil y eficiente. Esto no solo optimiza recursos, sino que también potencia la productividad de tu equipo.
API Access
Has API
API Access
Has API
Integrations
VoiceSpin
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$4.99 per user per month
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
PotentiaN
Founded
2007
Country
United States
Website
www.potentian.com
Vendor Details
Company Name
helppeople
Founded
2000
Country
Colombia
Website
helppeoplecloud.com
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Product Features
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
