Finance & Banking Solutions

Invest in your customers, reap the benefits

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 Connex, all while remaining fully PCI DSS compliant.

Incredible results

Boosting sales through user data

Discover how Admiral Group used the Connex 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%

Athena AI

Partner your teams with Athena AI to increase conversions

  • Deploy Athena AI 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

Learn More

“Connex 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

Read Q&A

Want to know more?

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

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