Finance & Banking Solutions

Invest in your customers, reap the benefits

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Make every interaction count

The most important investment you can make is in how you interact with your customers.

Customers expect a consistent experience across multiple channels, and 73% might switch companies if they do not receive it.

 

Businesses experience a significant increase in conversions and customer retention when they increase availability via ConnexAI, all while remaining fully PCI DSS compliant.

Incredible results

Boosting sales through user data

Discover how Admiral Group used the ConnexAI platform to:

  • Increase sales by flexibly working on multiple campaigns
  • Gain full visibility of their sales teams’ productivity
  • Improve the efficiency of their customer advisors

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Why choose Connex

Maximize

Maximize

Maximize sales with our intelligent SQL dialer

Strategize

Strategize

Utilize custom reports and AI insights to make informed decisions

Reduce

Reduce

Decrease your team’s man-hours by 50%

Complete control over your operations

Omni

Connect with customers when they prefer and on the channel of their choice

Keyphrase Analysis

Discover which phrases are used the most in conversations and recognize trends

PCI DSS

Take customer payments securely and privately without interrupting calls or conversations

ASR IVR

Connect customers to sales, support or complaints departments without delays

PDF Builder

Create invoices, agreements, and contracts during interactions.

Form

Ensure compliance across all customer interactions with embedded scripts for users

AI Agent

Deploy Athena to provide 24/7 support

Flow

Plan and edit all customer journeys in seconds with our drag-and-drop workflow tool
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Athena

Partner your teams with Athena to increase conversions

  • Deploy Athena find the opportunities that are most likely to convert
  • Identify keywords or phrases associated with successful and unsuccessful outcomes 
  • Measure sentiment across every interaction and track advisor’s performance

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“ConnexAI helped us look into the future. We’ve seen a massive improvement in sales and increased productivity across the department.”

Donna Andrews

WFM / Dialer Manager

Rewarding customer experiences

Developing powerful customer connections

Read our Q&A with AspireMoney’s Operations Director, Paul Haul, to learn how Connex:

 

  • Increased their customer satisfaction (CSAT) rates
  • Efficiently integrated with AspireMoney’s existing CRM systems
  • Improve their dialing capabilities and increase business sales

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Want to know more?

To learn more about how ConnexAI is changing customer engagement in the finance and banking sector, drop us a call or a message!

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