Contact Center Software For Banking and Finance

When it comes to financial transactions, people tend to become more sensitive. They want fast and reliable service while dealing with banking and financial institutions. To ensure a good customer experience, HoduCC Contact Center Software for Banks and Financial Institutions is a handy solution. 

Omnichannel and Its Benefits

With HoduCC Omnichannel Customer Care Software for Banks and Financial institutions, it becomes easier to provide seamless customer service with efficient handling of incoming and outgoing calls, texts, SMSs, faxes, video calls, and more.  

Keep Accurate Records of Customer Interactions for Smooth and Long-Lasting Working Relationships

Banking and financial services is one such industry that depends on trust, reliability, and most importantly security of customer data. A contact center software for financial services that helps sync customer data across channels in real-time with an omnichannel approach ensures secure and uninterrupted services. It allows companies to offer self-service options for basic tasks like account information, transaction details, complaint lodging, etc. HoduCC is one such omnichannel contact center software for banks and financial institutions that allow users to keep up-to-date records of customer interactions. Omnichannel Contact Center Software creates seamless customer experience that fosters long-lasting and smooth working relationships.


Why Do Banks and Financial Companies Need Contact Center Software?

To stay sustainable and profitable, banks and financial companies need a contact center that efficiently handles customers’ queries and provides a smooth customer experience. Financial and banking contact center software helps institutions in performing various tasks efficiently by providing them with the right information quickly as and when required. Moreover, contact centers help in performing important tasks like submitting inquiries, approving/rejecting transactions, etc. 

Omnichannel banking and financial contact center software can help users to:

How HoduCC Contact Center Software Can Help Banking and Financial Companies?

Today’s customers choose to work with financial institutions that have a reputation for being secure, confidential, stable, and that deliver fast and satisfactory customer service. HoduCC omnichannel banking and financial contact center software is the perfect choice to meet the ever-growing expectations of financial services customers, boosting agent efficiency, and accommodating the needs of a remote workforce. This financial contact center software helps companies to provide unified communication across all channels with a personalized approach to make customers feel more valued. Some of the key benefits include:

  • Omnichannel Platform
  • Intelligent Call Routing
  • Auto Dialers
  • Single Tenant and Multi-Tenant
  • Cloud-Delivered and On-Premise
  • WFH and Hybrid Work 
  • Enterprise-grade Security
  • Call Recording Encryption
  • Smooth Integration with CRM Applications
  • Reporting & Dashboards for Data-driven Insights

HoduCC Is a Feature-Rich Customer Service Software for the Banking and Financial Industry

Predictive Dialer

All-in-one tool for banking and financial companies with huge call volumes.

Skill Based Routing

Route customers to the right department and the most appropriate person within your banking or financial company using an advanced IVR system.

Automatic Call Distribution

Helps to distribute calls among available customer service agents using specific strategies.

WebRTC Phone

In-built web phone based on WebRTC technology, allowing users to connect securely via popular desktop/laptop browsers instead of a dedicated office phone device.

Auto Dialer

For banking and financial companies, automation can help in using resources effectively and improving productivity.

Single Tenant & Multi Tenant

Get powerful single-tenant & multi-tenant features for the contact center.

Multilevel IVR

Real-time analysis feature allows banking and financial companies to monitor & analyze all customer interactions.

Real Time Analytics & Reports

Real-time analysis feature allows insurance companies to Monitor & analyze all customer interactions.

Built-In CRM

Allow customer service agents to access customer information like previous interactions, unresolved complaints, account details, and more to deliver contextual conversations.

Omnichannel support

Connect with your customers easily across different channels including voice, video, Email, social media, chat, and SMS. This helps in offering consistently great customer experiences regardless of the communication channel they use.

Why Should You Choose HoduCC for Your Banking and Financial Business?

HoduCC is a cost-effective, secure, and reliable choice in the contact center solutions space. Besides, many other reasons that make HoduCC the best software for banking and financial companies include:

  • HoduCC is a feature-rich software for banking and financial companies.
  • It helps in automating various manual tasks, thereby ensuring fast issue resolution.
  • It helps banks and financial companies in tracking customer information like customer credentials, account details, transactions, etc.
  • It provides easy integration with all the major SMS (Twilio and TELNYX) and CRM (Salesforce, ZOHO, and Zendesk) platforms.
  • It facilitates real-time data exchanges between agents and other users.
  • It helps in effectively managing banking and financial operations and customer relations in a go.
  • It helps in reducing overall costs by cutting down the extra hours of operations, streamlining processing operations, and allowing employees to work more efficiently.

Customer Testimonial

With tools to make every part of your process more human and a support team eager to help you, getting started with the software your choice has never been easier.

Frequently asked questions

Everything you need to know about our product and Software. Can’t find the answers you’re looking for?

Yes, you can use HoduCC’s Click-2-Call API, which can be used with third-party integrations.

Yes, HoduCC has WebPhone API which can be used by banking and financial companies for integrations to make and receive calls directly from the 3rd party CRM.

Yes, HoduCC has integration with Cepstral for TTS. You can purchase the license from Cepstral to use it with HoduCC.

Yes, HoduCC has a Google Single Sign-On feature which can be enabled for Admin, Tenant, Supervisor, and Agent levels.

Yes, HoduCC supports the customer import facility. Admin can create custom fields to accommodate customer details.

With HoduCC, users can generate tickets automatically for email and social media interactions (Facebook, Instagram, Twitter, WhatsApp, Telegram for Business). They can also create tickets manually for Calls, Chat, SMS, and also for Email, Telegram & Social Media.

As an omnichannel contact center software, HoduCC supports all the popular social media channels.

  • Facebook – Post/Comments and Messenger requests
  • Instagram – Post/Comments requests
  • Twitter – Direct Message requests
  • WhatsApp – Inbound chat requests from customers to WhatsApp Business Account and Agent can send one-to-one Outbound WhatsApp to customers based on the pre-approved template(s) from WhatsApp
  • Telegram – One-to-one chat requests

No, the billing module is not available with HoduCC. However, with HoduCC you can export CDRs and use them with third-party billing. Call detail API is available for 3rd party integration.

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