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Improve the Banking Experience Through Unified Communications

What in the world is Unified Communications?


Unified Communications (UC) refers to the integration of various communication tools and technologies within banking institutions to streamline operations, improve customer service, and enhance collaboration among employees. This integration typically includes a combination of voice, video, messaging, and data-sharing capabilities across multiple devices and platforms.


What makes it "unified" is in the way those systems collaborate with one another, with employees and with your customers! Today, most banks have a combination of all the above communication technologies. The challenge lies in the "unification" of those technologies to create efficiency and heighten the customer experience.



"When properly deployed, Unified Communications can be a game-changer for banks on a mission to create stark raving fans out of their customer base; while also creating powerful recruitment tools to woo top employees." - Ron Harmon, Chief Operating Officer at Celerit

Here's how unified communications are applied in banking:


  1. Improved Customer Service: Unified communications enable banks to offer a seamless customer experience across multiple channels. Customers can interact with the bank through various mediums such as phone calls, emails, chat, and social media, with their inquiries and issues efficiently routed to the appropriate personnel.

  2. Omni-channel Communication: UC allows banks to provide omni-channel communication, ensuring that customers can transition smoothly between different channels without having to repeat information. For example, a customer might start an inquiry via chat and then seamlessly switch to a phone call without losing the context of the conversation.

  3. Internal Collaboration: UC facilitates better collaboration among bank employees by providing tools for instant messaging, video conferencing, and document sharing. This improves internal communication, accelerates decision-making processes, and enhances productivity.

  4. Mobility: With UC, banking staff can access communication tools and services from any location and device, enabling remote work and improving responsiveness to customer inquiries. Mobile applications and unified messaging platforms ensure that employees can stay connected even when they are away from their desks.

  5. Security and Compliance: Banks must adhere to strict security and compliance regulations. Unified communications platforms often incorporate robust security features such as encryption, access controls, and secure authentication mechanisms to protect sensitive customer information and ensure compliance with industry regulations.

  6. Integration with Banking Systems: UC solutions can integrate with core banking systems and customer relationship management (CRM) platforms, allowing seamless access to customer data during interactions. This integration enhances the efficiency of customer service representatives by providing them with relevant information in real-time.

  7. Analytics and Reporting: Unified communications platforms often include analytics tools that allow banks to track communication patterns, measure customer satisfaction, and identify areas for improvement. These insights enable banks to optimize their communication strategies and enhance the overall customer experience.

In summary, unified communications play a crucial role in modernizing banking operations, improving customer service, and fostering collaboration among employees while ensuring security and compliance with regulatory requirements.


Learn More about Celerit Managed Services at: www.celerit.com/managedservices



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