Financial Services

Mergers, acquisitions and the changing economy make the need for establishing and maintaining good customer relationships even more crucial in today's market. Open Teleservices's extensive experience in banking and financial services helps you identify your most profitable customers and grow the relationships throughout your customers' lifecycles. Our total customer management approach helps you acquire, grow and retain the right customers.

Open Teleservices has a strong legacy within the financial marketplace of providing consistent, quality service that enhances the image of financial companies. We are the industry experts in delivering key financial CRM, customer service and teleservices applications, including:

• Lead Generation and Qualification
• Loan Application Processing
• Automated Bank Card Activation
• Payment Processing
• Balance Transfer and Consolidation
• FAQs
• Account Information
• Soft Collections
• Cross-selling and Up-selling Services
• Credit Card Services

Outsourcing means financial institutions do not have to invest millions of dollars to employ, train, manage and maintain the latest advances in customer contact/relationship management services, and infrastructures with costly and time-consuming in-house IT and service departments.

Outsourcing the customer contact center enables financial institutions to:

• Reduce costs
• Improve service levels
• Improve speed-to-market
• Provide better control of customer support peaks and valleys
• Maintain loyalty and retention programs
• Handle customer inquiries
• Eliminate many up-front capital costs
• Expedite loan processing & collection
• Employ the latest in new customer acquisition and retention

Outsourcing the CRM function ensures:

• Quality Assurance Process
• Reduced costs
• Call monitoring and scoring
• Call recording and storage
• Accuracy of customer demographic data
• In-language collections services
• Six Sigma approach
• Ensures the smooth melding of two different systems with M&A's
• Ensures a human interface for back office processing, customer assistance and online loan applications 24/7 banking online
• Interface with a legacy system
• Manage both existing and potential customer relationships in all areas