Contact Management for the Finance Sector

Call Management works with insurance firms, accountants and other financial service providers to deliver exceptional customer service cost-effectively. We understand the types of call you receive and how to handle them politely and professionally, creating a great impression for your business and keeping your customers happy and loyal. We have also invested in state-of-the-art technology to ensure both quick response times as well as security and confidentiality.

How Call Management’s Finance Contact Management Services Work

We start by allocating a dedicated Account Manager to you. This account manager meets you to understand your business, the finance services you provide and the kind of customer enquiries you want us to handle. Next we begin a handover period where you can monitor our staff as we handle incoming requests via the phone, email, mobile or social media. Once you are 100% confident we take it from there, handling incoming requests quickly and politely, taking messages and routing urgent calls directly to you and your staff. You customers get a great service and a great impression of your business.

Contact Management Services for Financial Sectors

  • Out of Hours / Overflow – we can provide call coverage out of normal office hours, at weekends and when there are unexpected peaks in call traffic to your offices. Read our Out of Hours/Overflow page to learn more.
  • Email Handling – we handle over 150,000 emails per year for our customers, monitoring and responding in real-time. Check out our Email Handling Service page to find out how it works.
  • Mobile Response Management – SMS text is a great way to interact with your customers. 97% of text messages are read within 5 seconds and 32% of consumers responds to SMS messages. Find out how we can help you run promotions and responds to customer requests via SMS on our Mobile Response Management page.
  • Social Media Customer Support – you can use social media to provide great customer service at low cost. Find out more on our Social Media Customer Support page.
  • Multi-channel Customer Response – we can integrate your customer contact management across the phone, web, email, SMS and social media. Check out our multi-channel response page to learn more.

Benefits of Call Management Financial Services

  • Improved Customer Service – you can ensure someone is available to take calls 24/7. Customers get better access and faster response times. All important messages, emails and texts are forwarded to you immediately.
  • Increased sales – through our support for website live chat and mobile marketing we can help you drive sales online and offline.
  • Reduced Costs – we can implement an efficient contact management service where you only pay for the service you use. You don’t have fixed costs or the need to hire and manage additional staff.

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