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Solutions for Financial Services

 
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The Industry Challenge

Deliver a superior customer experience in the channel of your customer's choice

What's New in Spaces by Moxie™ for Financial Services

Financial Services organizations face a tough combination of challenges, from an evolving marketplace to emerging technologies and regulatory compliance, each one adding complexity to customer interactions. Cross-channel solutions and frameworks are more important than ever in reducing time-to-benefit, increasing business value, and improving customer experience.

Financial institutions are saddled with rising customer attrition. Banks, brokerage firms, and insurance companies all wish to engage with their customers online or through their mobile phones — they can no longer survive with traditional 24/7 availability. Innovating with the market and technology trends and improving the customer experience at every stage with an integrated platform are key to building stronger customer relationships.

Financial Services Customer Support in Action

Customers are demanding the highest levels of security, sophisticated support, and immediate response to inquiries. To ensure success, institutions must demonstrate to the customer they want their business, understand their financial needs, and will protect their information with the highest level of security.



Moxie's Solution

Faster problem resolution through collaboration for great customer satisfaction

Channels such as Internet and mobile, comprehensive multichannel solutions, and improvements to traditional channels such as the bank branch are key for almost two-thirds of financial services firms surveyed by Forrester. With Moxie Software's integrated product suite, Spaces by Moxie™, companies can provide a cutting-edge multichannel delivery strategy to their customers. This gives customers the freedom to choose their preferred channel of communication with the institution.

With tools such as chat, email, phone, knowledgebase, and the integration of collaboration, Spaces by Moxie offers personalization of services, social media response and sentiment analysis, mobile capabilities, and much more for an enriching customer experience for Financial Services customers. With the addition of collaborative tools, today's financial institution can ensure customers' needs are addressed faster and better than ever.

Nationwide

ROI: Captured 30-40% of previously abandoning customers. Increased customer satisfaction rating.

View Success Story View Success Story


BECU

ROI: 50% reduction in time required to process, deliver information. 50% drop in error rates for loan processing. Information and processes are timely, accurate, and complete. Employee surveys cited they were able to better-serve their members.

View Success Story
After evaluating various industry offerings, Moxie demonstrated a more superior product, backed by a sophisticated and knowledgeable support staff. We look forward to the improvements that Moxie will make to our customer service system.
— Lark Will, Senior VP of Customer Service of Fidelity National Financial

Financial Services organizations that invest in Spaces by Moxie™:

  • Achieve a rapid, measurable ROI
  • Increase conversion rates of online applications
  • Gain communication flexibility by allowing their customers to choose the preferred channel – email, chat, phone, or the Web
  • Provide agents and branch employees with a complete view of customer interactions across all channels
  • Increase revenue upsell / cross sell initiatives
  • Reduce costs by providing automation and self-service
  • Deliver top-notch security to keep customer information safe

Moxie Software powers leading financial services institutions:

Financial Services Customers

 

Are you interested in Moxie's Solutions for Financial Services?

Contact us today for more information or chat now with a representative.