UJET for Financial Services

Be the Advisor Your Clients Trust to Help Them Reach Their Financial Goals

Whether you provide investment, lending, mortgage, banking, or insurance, your financial services clients trust you to provide them with consistent, thoughtful service throughout their financial journeys. Differentiate your brand with secure, personalized customer service across mobile, web, and voice with a financial contact center built for your demanding customers.

Explore UJET's Financial Services Contact Center Software

Whether your clients prefer to connect over phone, text, or in-app messaging, UJET has you covered. Customers can message within your banking app, send a picture of a check to an agent, and then connect over the phone to resolve the issue — all without repeating themselves. Voice + SMS functionality makes even hold time productive. Collect information over SMS while customers wait in the call queue so you can resolve tickets faster and increase customer satisfaction.

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Security You Can Rely On

Give your clients peace of mind with the industry’s premier security-focused CCaaS 3.0 platform. Use biometric authentication to verify the customer’s identity using a fingerprint or Face ID instead of relying on passwords and credentials that can be easily compromised. UJET offers the only real-time data exchange for the CRM, eliminating storage of sensitive customer data in the contact center. All customer data and PII are stored natively in the CRM or your private data repository to reduce security risks.
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Improve Client Satisfaction

Each one of your clients comes with their own unique history and set of needs. UJET’s banking contact center software makes delivering personal service a breeze. Intelligently route incoming conversations to the right team based on real-time or historical data like lifetime value, customer intent, and their current financial products. Agents can then review a customer’s journey and past interactions all on one screen, using both historical data and real-time context to deliver a quality banking service experience.

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Optimize Time to Resolution

Providing excellent client care doesn’t have to result in slower service. UJET Smart Actions is designed to help your team work more efficiently so you can focus on helping your customers build wealth. Validate names and addresses, request photos and video while on a live call, and accept secure payments, all within your mobile app.

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Automate Routine Transactions

UJET’s flexible and customizable Virtual Agent performs simple transactions and provides quick answers to common questions. If clients need to speak to a human agent for further assistance, the Virtual Agent can collect information before seamlessly transitioning them to the correct department based on their needs. Specialized Virtual Agents can even be configured for more complex tasks like opening new accounts and filing claims.

Among other things, UJET Virtual Agents can help your clients:

  • Replace lost or stolen cards
  • Set a travel alert
  • Change an address
  • Check a payment status
  • Check balances

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Data Protection Ensured with Privacy-by-Design

Your client’s data security is our top concern. By never storing personally identifiable information and emphasizing data minimization, UJET meets challenging data protection regulations across the globe. The flexibility to choose where your data is stored — whether it’s in your CRM, a public cloud storage resource, or your own on-premises data warehouse — gives you greater control of your exposure and risk, storage costs, and efforts related to accessing, retaining, and deleting client data.

Fast, Effective Mobile Customer Support for Innovative FinTech Companies

iZettle is a fintech company that provides small businesses with the tools they need to grow their business, such as mobile payment apps, e-commerce solutions, and more. They needed a solution to help them scale their contact center over multiple channels and improve their already best-in-class service experience. By implementing UJET’s intelligent routing features, call scheduling, and online chat solution, iZettle has already seen a 10% lift in customer satisfaction.

“We needed a partner that understands modern customer support, and has an agile, tech-driven, and fast-moving approach to innovation,” says Johnnie Hydling, Head of Customer Engagement Operations. “UJET is the right fit for the way we do business.”

Request a demo today to see how UJET can help delight your clients and save on operational costs.

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