RightNow's Financial Services Solutions Build Loyalty

RightNow’s financial services solutions will help you acquire and retain clients in the face of heightened competition, commoditized offerings, and cost/budget constraints.

Improve Customer Care

• Deliver a single, seamless conversation with clients across all communication channels–phone, online, email, web, chat, social media, or in person.
• Monitor, respond, and protect brand in the social media “cloud” 
• Empower agents with complete visibility of past client interactions
• Provide immediate access to the information required to help each client
• Gather customer feedback and take immediate action
• Support outsourcers, blended agents, and at-home agents with one application across all support organizations

Increase Revenues

• Cross-sell and up-sell members/clients based on their interests
• Provide critical information during the online purchasing journey such as interest rates, terms and service charges
• Increase online conversions through live chat and co-browse
• Grow institution and online traffic through segmented email communications

Drive Efficiency

• Reduce inbound emails by 30 – 70%
• Reduce or automate incoming calls by 10 – 30%
• Reduce phone call durations
• Reduce incident escalations
• Reducing new agent/staff training time