Financial

Services

Challenges

The financial sector has very specific challenges

One of them is related to technology: it is one of the sectors that invests the most in innovations of this nature. However, a characteristic of these companies is the large number of suppliers that make up their technological parks. Not only that: some solutions, installed a long time ago, need to coexist with much newer ones. The need to integrate them all is a huge challenge.

Another need is the search for assertiveness and resolution in customer service. Especially when it comes to digital services.

As we have said, this is a sector full of super complex challenges.

The good news is that, with Plusoft’s solutions and expertise, overcoming them becomes much easier, simpler and more economical.

SOLUTIONS

Thanks to Plusoft’s integration expertise, all our solutions can be easily integrated into your company’s systems.

A solution like PLUSOFT OMNI CRM, for example, allows you to offer more efficient customer service through adequate triage that leads to faster problem resolution. These resolutions often occur 100% digitally and on the first contact, reducing the number of callbacks.

Another solution is PLUSOFT COLLECTION, which works as an OMNICHANNEL collection rule and adds more agility and personalization when dealing with the delicate issue of delinquency and debt settlement.

The customer journey for financial products and services is particular.
And each stage of this journey, each challenge and each pain requires a specific solution.

At Plusoft, you find them all

SUCCESSFUL
CASE

Alelo, a giant in the B2B card and benefit voucher market, faced challenges in managing its customer relationships.

With Plusoft’s solutions, complaints were significantly reduced, while service efficiency registered a notable increase.

To find out all the details of this case, fill out the form below and receive the full presentation.

SUCCESSFUL
PARTNERSHIPS

These are some of the clients in the Financial sector served by Plusoft

Ours
Products

From Omnichannel CRM tools to Artificial Intelligence bots, from personalized collection rules to social media monitoring, Plusoft’s solutions are tailored to meet the demands of the Financial sector.

To learn more about each of our solutions in detail, click below.

Costumer Service

MARTECH

Social networking monitoring

Sales Force Automation

Collection

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So, get in touch
and schedule a meeting!
We will be happy to assist you!