| Problem: Getting New Customers
and Keeping Existing Customers Informed
Financial institutions
face stiff competition and the old adage is quite relevant,
it’s easier to sell to an existing customer
than to gain new ones. With TCMS’s solutions,
you can DO BOTH! Here is how some of our products
helps Financial Lead Generator, financial institutions gain new customers
and keep existing customers informed:
-
Financial
Informer Calls out to existing
customers informing them of new financial
products. Do you have a customer with a checking
account that might be interested in opening
up a retirement savings account? The Financial
Informer can let that customer know what your
institution is offering.
-
Financial
Lead Generator This takes
the Financial Informer one step further. Just
like Financial Informer, the Financial Lead
Generator calls customers with a pre-recorded
message. But Financial Lead Generator goes
further by allowing customers to be transferred
to a live operator. If your institution sends
out a message about a new home equity loan
offer, an interested customer can be transferred
to a home equity loan specialist and get the
loan process started right away! Your
employees will no longer have to sit around all
day dialing numbers. The financial lead generator
is also great for brokers looking to get new
clients. Financial Lead Generator qualifies
your leads during the cold calling process!
-
Financial
Voice Mailer Allows bank employees,
loan officers, investment representatives,
and others to get back to customers quickly
and efficiently from ANY location.
-
Financial
Call Center The Financial
Call Center also acts as an efficient customer
service operator that can route calls more
efficiently, cutting down on customer frustration
and thus increasing sales. Not only that,
it can be used to track loans.
-
Financial
Faxer The Financial Faxer
is a great way for customers to get important
financial documents faxed to them without
ever having to talk to a human!
These are how
just some of TCMS’s products can be used
to get more customers to your financial institution
and getting your existing customers to try new
products.
Call
a TCMS financial industry specialist for a FREE
no-obligation consultation at 1-800-984-7001.
We can customize any of these solutions to meet
your financial institution’s individual
needs. Or fill out this request form
to get more information.
Financial Industry Benefits
- Automatic Account Balance Checking
Problem: Checking Banking
and Loan balances
Customers have
a variety of problems when it comes to handling
all their accounts—loans, checking accounts,
savings accounts, etc. Most of the time, customers
have problems because they want to do balance
transfers between their various accounts.
This is especially
true after hours. An ATM is one solution, but
in most cases ATMs cannot provide crucial information
to customers like their loan balances or checking
account balances.
If funds
are not transferred correctly, financial institutions
waste valuable man-hours solving the problems
created by these improper transfers that could
have been prevented with the right system in place.
The
Solution: Financial Call Center
The Financial
Call Center is the answer to these problems. With
the Financial Call Center, a customer will be
able to do most of their banking right over the
phone without ever dealing with a teller! Customers
will be able to do most transactions like
- Check account balances
- transfer finds at all hours
- Check loan balance
- Check loan approval
status
And these are just the tip
of the iceberg! There is so much more.
Financial institutions
can also use the Financial Call Center to specially
aid their business customers. The Financial Call
Center can be used by business for:
- Cash management that allows
financial officers to not have to wait for night
deposits to post to the account, so they can
make financial decisions earlier
- Fund liquidation that
gives businesses an easier way to smoothly liquidating
funds, such as employee 401K plans, or other
disbursement plans
There are even
more benefits when you integrate TCMS’s
Financial Informer. How will
a customer know that he or she has a payment due?
The Financial Informer calls your customers for
you and reminds them to make their payments or
when a payment is overdue,
The Financial
Lead Generator is an even better solution
for many institutions. Are your customers late on
payment? The Financial Lead Generator calls
them to remind and then gives them the option
to transfer to a live representative to make a
payment immediately!
Have
100 customers you think could use a stock tip?
By the time you call all of them, the day will
be over and that hot pick will have fizzled. Well,
you can use the Financial Lead Generator to call
those customers, and if they want to act on the
tip, the Financial Lead Generator connects them
directly to you!
Call
us for a FREE consultation at 1-800-984-7001 and
talk to one of our financial specialists to see
how our products can solve your problems. Or you
can fill out this form
to get more information. |
