The finance industry is one built on details, and keeping customer information protected and confidential is integral. For this reason, you need a telephony system that you can trust to keep data secure, and that will help you to provide a professional service to your customers regardless of where you’re working at the time.
Absorbing and processing every detail when on a call with a client can be very difficult, and having the chance to go back and listen to that call multiple times can really help to reduce the pressure. FutureTel’s call recording feature not only enables you to go back and revisit calls time and time again, but also has an integrated stop/start function so you can miss any details that should not be recorded. This is vital for staying in line with GDPR, and means that your clients can trust you to keep their data secure. Call recording is also handy when it comes to disputes, as you can find details that may have been misinterpreted or miscommunicated along the way.
FutureTel’s call identification feature means that you can answer the call professionally every time. This feature will alert you to who’s calling, and their details will appear on your screen so you won’t need to locate their information at a moment’s notice. Being able to provide a personal service like this is guaranteed to make your clients happy, and this is certainly something that’s important to aim for in the finance industry.
The last thing that you want to do is lose business because you’re unable to take a call, and FutureTel’s on hold marketing feature offers a great solution to this potential problem. By recording sales messaging, or selecting hold music to play to your waiting clients, you can ensure that they’re entertained up until the moment that they speak to you. If you need help deciding on your on hold marketing approach, we are more than happy to assist you with this, and will ensure that all messaging is in line with your brand guidelines.