Finance companies started to use video calling technologies for their processes recently. The most popular use cases in the finance industry are video consultation and customer onboarding.

Customer behaviors have changed. Especially the pandemic forced everyone all around the world to be more online. Customers are used to new ways of getting service. They want everything to be available online. They shop online, work online, and receive health services online. Why shouldn’t they get financial services online?

It is no secret that people prefer online banking opportunities instead of bank branches. But personal contact is still an essential part of financial services. Therefore, Assistbox offers its video call infrastructure for the finance industry.

For the video consultation process, customers schedule an appointment with the advisors, or they can click on a button on the website for instant connection. Thus, customers have a personalized session with a financial advisor without needing to leave their homes.

For the customer onboarding process, after completing the biometric verification part, customers are connected to customer representatives to open their accounts quickly without the need to go to the bank branch.

Here are some benefits of implementing video calls into your processes for the finance industry:

Assistbox is used by leading finance companies for video call services.

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The SAP integration of Assistbox resulted from a necessity of one of its customers, Boyser.

The collaboration of Assistbox and Boyser started in 2021. Boyser is an after-sales service company for products sold by Erciyes Anadolu Holding group companies, such as İstikbal, Bellona, and Mondi Home. It is using Assistbox for its customer visit processes. Here you can read the success story of Boyser.

Before Integration

When Boyser started using Assistbox, Assistbox did not have SAP integration, because none of its users needed that before. But Boyser is using SAP for ticket management. Because Assistbox did not have SAP integration, Boyser had to run their ticket management manually on SAP. This process was causing loss of data and incorrect data entry in some cases. In addition, it was a waste of time on the Boyser after-sales experts’ end.

Considering the difficulties they are having, Boyser decided to contact Assistbox to see if the SAP integration was possible. Assistbox has a flexible infrastructure. Thus, it can be integrated into any system or internal process. This integration was made quickly to help with the issues.

After Integration

With the integration, an end-to-end process was created and the problems Boyser was having ended. Now, Boyser after-sales experts do not need to manually create records on Assistbox. They transfer all the necessary customer data from their internal systems and the record is created automatically. Also, an SMS containing the call link is now sent to the customer automatically. In addition, at the end of the call, all the data on Assistbox about the customer and the problem they have is automatically transferred to Boyser’s systems. With the new process, the data loss and incorrect data entry were prevented and the time the experts spend to transfer the data was avoided.

Contact us to find out what Assistbox can do for you.

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Video calling services have shown success for customer support processes in different industries, such as insurance, finance, healthcare, retail, etc. Starting to use this new service, companies face a new problem: how to make their team excited about adopting this new process. Here is our 3-step solution to do so:

  1. Explain the benefits: You decided to give video support because you understand that it is the new trend, and your customers are expecting such a service. Unfortunately, your team might not be aware of this situation. Have a meeting with them to explain the benefits of video calling services. Let them know that it is easier for them to give video support instead of voice support since in many cases it is quicker to just show the solution than try to explain it. It is also much more reliable for the customer. Giving this service, they will have the opportunity to help more customers, since the solution times will shorten, and first-time resolution rates will increase. Also, there will be a rise in sales with the up-selling and cross-selling possibilities.
  2. Create goals and KPIs: Now your team knows about the value of video calling for your organization, it is time to set clear goals and KPIs. You can have goals about the time that will be saved, sales conversion rates, or customer satisfaction. It is important to communicate these goals clearly with your team.
  3. Share success stories with the whole team: Some team members may understand the benefits and the value of video calling services better than others. These members will be getting better outcomes. To set an example for all your employees, create time to hear from those successful employees. Let them share their experience. This will motivate the other members of your team. In addition to employee stories, it is also crucial for your team to hear from your customers. Share positive customer reviews with your team regularly. Also, talk about how you can improve the customer experience together.

If you haven’t started providing video call service yet, contact us to see how Assistbox can help.

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