Alternatives to hanging up
Contact center software for banks and credit unions
See how SO Callback improves handled calls and the customer experience for banks, credit unions, and financial institutions.
„During the pilot phase, we were able to improve handled calls by more than a third.“
Martin Siessegger
Stadtsparkasse Düsseldorf
Why does specialized contact center software matter for banks and credit unions?
In banking, outstanding customer service is essential to building trust and loyalty. Customers and members expect fast, accurate answers and efficient problem resolution. With ServiceOcean, you create the wow effect in customer service. Together, we deliver value such as:
- Increased handled calls: Make sure your customers and members get support whenever they need it, without long hold times.
- A more efficient cost structure: Reduce cost through automation and smarter use of resources.
- User-friendly IVR scripts: Using behavioral science and data analytics, we design IVR scripts tailored specifically to your customers’ needs.
- Fast integration of advanced technology: No IT interface required the innovative software solution is up and running in just 2 days.
With ServiceOcean’s software, you offer real alternatives to hanging up in the queue for the first time scheduled callbacks, Virtual Wait, or online scheduling. Management, customers, and employees are impressed alike!
Achieve up to, as a financial institution
38
%
more handled calls
85
%
cost advantage
96
%
satisfaction
50
%
fewer abandoned calls
Deep dive SO Callback
100 % handled calls in the service center
See how Sparkasse Bremen improved cost savings in a six-figure-range and Stadtsparkasse Düsseldorf increased handled calls by over 30%.
SERVICEOCEAN PORTAL
Your KPIs at a glance
Benefit from meaningful KPIs, automated data analysis, intelligent insights, and a new dashboard.
SOFTWARE FOR INBOUND CALLING
Product features
Dashboard & Reporting
Speech recognition
Customer notifications & call reminders
Skill-based routing
Real-time synchronization
Text to Speech
Satisfaction surveys (NPS)
Simple bot connection
FAQ
Frequently asked questions
Banks and credit unions benefit from scheduled callbacks, higher handled calls, and greater efficiency. In customer service SO Callback delivers these results. Many savings banks and community banks already use the solution.
Scheduled callbacks make advisory conversations more efficient and give customers faster answers to complex financial questions.
Contact center software replaces rigid hold queues with callbacks, virtual queuing, and online scheduling powered by AI and behavioral analytics. In pilot projects such as Stadtsparkasse Düsseldorf and Sparkasse Bremen, handled calls increased by more than a third, while abandoned calls dropped by up to 50%.
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