The Zoom Contact Center is a jack-of-all-trades — it can enable face-to-face virtual banking, quick and effective customer support, new opportunities for generating revenue, and more. Its competitive features and innovative design can support different business functions across the finance industry. Here are just a few:
Video banking: Engage with clients face-to-face over an easy-to-use video meeting interface, creating a friendly environment to discuss financial goals and needs.
Insurance: Easily manage, track, and communicate changes involving the claims process or new policies in real-time over chat.
Lending: Talk through a new loan process over a voice call, walking clients through next steps and chatting through important decisions. You can edit routing profiles to make sure you direct inbound customer inquiries to the lender best suited for that customer’s profile.
Wealth management: Elevate advisor sessions beyond the traditional portfolio review, using video meeting features to make planning sessions more interactive and engaging.