Logo ServiceOcean

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.

Bild Martin Siessegger von der Stadtsparkasse Düsseldorf

„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!

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How the software works

Logo Bank WIR

„Customer focus has an absolutely positive impact on our employees.“

Bastian Lips,
Bank WIR

Logo Migros Bank

„With ServiceOcean’s software, we now handle around 88% of our calls.“

Antonio Zullino,
Migros Bank

Logo Sparkasse

„For us, ServiceOcean is the number-one solution, and we’re glad to see it being adopted by more Sparkassen banks going forward.“

Cedric Klein,
Stadtsparkasse Düsseldorf

Achieve up to, as a financial institution

38

%

more handled calls

85

%

cost advantage

96

%

satisfaction

50

%

fewer abandoned calls

Success Story | ServiceOcean and Sparkasse

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%.

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SERVICEOCEAN PORTAL

Your KPIs at a glance

Benefit from meaningful KPIs, automated data analysis, intelligent insights, and a new dashboard.

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Learn more

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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