Banking, Financial Services, and Insurance
A key focus for the banking, financial services, and insurance industry is to offer seamless mobile-based customer communication which can help drive relationships and improve customer experience. With Cloudflick’s carrier-grade communications platform, banks have used communication features like messaging, chat, voice, and video without the complexity of backend engineering. Our platform is robust, scalable, and secure. Our infrastructure offers versatile communication capabilities including faster processing, real-time load distribution, priority-based message routing, and auto SMSC failover support. TOUCHPOINT’s communications platform goes beyond and ensures that the right information is communicated to the customer at the right time at a lesser cost
Touchpoint Financial Services Marketing Technology
Engage tomorrow’s financial services customers the way they connect today. In a heavily regulated industry, it can be challenging to find meaningful ways to reach your audience. As millennials take over as the generation with the most buying power, the way financial services must be marketed is fundamentally different. Millennials are more digitally connected and mobile than previous generations and expect their partners to be too. They have unprecedented access to information and research their business decisions carefully. Financial institutions need to stay in front of today’s consumers across the digital spectrum to stay relevant
Target the right audience and get results
Great marketing starts with understanding and segmenting your market. Touchpoint engage provides the data environment and easy-to-use tools you need to target the right people and the right accounts from the start.
- Great marketing starts with understanding and segmenting your market
- Holistic view of prospect, customer, & engagement data
- Account & contact discovery, plus target prioritization
- Intelligent segmentation & predictive audiences
Personalized content that makes them stop in their tracks
In the battle for people’s attention, personalization is a must. If content isn’t engaging, timely, and relevant, they’ll tune out.
- Touchpoint Engage helps you deliver the perfect messages and offers in real time.
- Integrated asset library & content performance analytics
- AI-powered content suggestions & channel placement
- A/B/n testing & anonymous web visitor personalization
Campaigns that adapt to unpredictable buyer journeys
- Limited time and resources? Touchpoint Engage provides the perfect balance of simplicity and sophistication so marketers can engage more prospects faster with great campaign that get results.
- Campaign design for real-world, non-linear buyer journeys
- Campaign cloning
- Campaign analytics so you know what’s working & what’s not
Automate lead and account nurturing
- Many buyers aren’t ready to buy right away–dozens of touches may be required. Touchpoint Engage enables you to nurture leads automatically until they’re truly qualified and sales-ready.
- An array of triggers to automate your marketing
- Lead & account scoring to track progress & prompt next steps
- Automated personalization to deliver a great experience
Make every investment count
Marketing is taking its seat at the revenue table and driving growth. Touchpoint Engage provides the perfect set of dashboards, reports, and analytics to help you measure and optimize performance.
- Buyer engagement & content insights
- Buyer journey, demand funnel, & ABM reports
- Industry-leading revenue attribution
Tailored Financial Services for Businesses
Teleforce provides financial services to businesses, including OTP authentication for user verification and payment reminders through preferred channels. Our services are tailored to meet the unique requirements of each organization, enabling them to achieve their desired workflow.
KYC and Payment Security
We understand the importance of maintaining a close relationship with customers in the financial services industry. That’s why we offer video-based KYC services and secure payment options through our IVR system. Our services are configured to provide timely resolutions to customers’ issues, and we even integrate chatbots across multiple channels to enhance customer experience.
24/7 User Support
We provide 24/7 user support to assist customers with general queries. Additionally, our services include chatbots for telebanking, making banking more accessible than ever before. With the ever-changing consumption patterns of the financial industry, our services help businesses stay prepared for any shifts in their customer base.
Insurance Industry
The Insurance industry is adapting to the changing landscape of marketing. We offer Teleforce tele marketing campaigns that can send pre-recorded messages and profile customers’ interests to reduce the need for a Tele caller. This enables organizations to better connect with their customer base and create more effective marketing campaigns.