Enhance your advisors’ capabilities
Collaborative tools
Prevent missed or delayed customer messages by assigning each one to an advisor. Adopt a collective emailing system aligned with bank organisation for streamlined communication.
Management tools
Operational managers can monitor team presence and activity in real time; supervisors can track company performance through KPIs like response time or satisfaction rate.
Writing tools
Advisors can leverage message and signature templates that they or the bank has set. Extraction of a conversation can be done to ask support from another advisor.
AI features
Answer suggestions are displayed to advisors and simple customer questions are automatically answered. Classification and sentiment analysis will give advisors a clearer understanding of customer situations.