Banking

Accelerate and facilitate contract signing to gain the loyalty of your customers

Increase your conversion rate thanks to the digital presence of an advisor

Banking

Accelerate and facilitate contract signing to gain the loyalty of your customers

Increase your conversion rate thanks to the digital presence of an advisor

How can Speakylink help you?

Speakylink allows your banking advisors to help your customers at home in real time! From an ordinary phone call, advisors can better answer their questions, advise them about different product options, and inform them of the supporting documents they’ll need to provide.

It’s simple: a customer encounters a problem while filling out their contract, so they call their banking advisor. While still on the phone, the advisor sends them a link via text message or email using the Speakylink interface. The customer clicks or taps on the link. The Speakylink session begins!

The advisor now has video contact with the customer and can look over the documents in question with them and guide them through their request, no matter the banking product chosen. As part of this, the advisor can also share documents and photos with the customer.

How can Speakylink help you?

Speakylink allows your banking advisors to help your customers at home in real time! From an ordinary phone call, advisors can better answer their questions, advise them about different product options, and inform them of the supporting documents they’ll need to provide.

It’s simple: a customer encounters a problem while filling out their contract, so they call their banking advisor. While still on the phone, the advisor sends them a link via text message or email using the Speakylink interface. The customer clicks or taps on the link. The Speakylink session begins!

The advisor now has video contact with the customer and can look over the documents in question with them and guide them through their request, no matter the banking product chosen. As part of this, the advisor can also share documents and photos with the customer.

Speakylink adapts to your customer relations

Your concerns

You want to provide the best possible service for your customers, acting ethically and helping them understand, especially for customers who are far away, have limited mobility, or have difficulty getting to a bank branch. You want to guarantee the accuracy and completeness of each file. You want to accelerate your contractual processes and reduce travel for missing or improperly completed documents. Finally, your top goal is to provide the best advice and build your customers’ loyalty.

With Speakylink, advisors and customers can complete documents and validate supporting documents together without either party having to travel. That way, you can offer the experience of a bank branch remotely.

    Thanks to Speakylink:

    • Improve your customer experience through ethical actions, consumer education, and other services provided to your customers.

    • Optimize your document completion process and document returns.

    • Facilitate access to banking services for people far away or who have administrative difficulties.

    • Increasingly boost the loyalty of your customers thanks to human-scale, personalized support.

Speakylink adapts to your customer relations

Your concerns

You want to provide the best possible service for your customers, acting ethically and helping them understand, especially for customers who are far away, have limited mobility, or have difficulty getting to a bank branch. You want to guarantee the accuracy and completeness of each file. You want to accelerate your contractual processes and reduce travel for missing or improperly completed documents. Finally, your top goal is to provide the best advice and build your customers’ loyalty.

With the different communication channels and collaborative tools offered by Speakylink, advisors and customers can complete documents and validate supporting documents together without either party having to travel. That way, you can offer the experience of a bank branch remotely.

    Thanks to Speakylink:

    Improve your customer experience through ethical actions, consumer education, and other services provided to your customers.

    Optimize your document completion process and document returns.

    Facilitate access to banking services for people far away or who have administrative difficulties.

    Increasingly boost the loyalty of your customers thanks to human-scale, personalized support.

Key features

Key features

multidevices

Multi-device

A solution compatible with smartphones, tablets, and computers

collaboration

Collaboration

Visual cues and screen sharing

photo

Photo/Vieéo

Take photos remotely and add attachments

partage

Sharing

Share files: jpeg, png, doc, xlsx, ppt, mp4, etc.

géolocalisation

Geolocation

Subject to acceptance by the customer

No installation required, 100% GDPR compliant and 100% secure.

Speakylink can be integrated natively into your customer relations solutions:

telephone switchboards, customer interaction management systems, CRM systems, and banking workstations.

No installation required, 100% GDPR compliant, and 100% secure.

Speakylink can be integrated natively into your customer relations solutions:

telephone switchboards, customer interaction management systems, CRM systems, and banking workstations.

In concrete terms, Speakylink can be described like this…

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