Financial Services

SOFTEL has a rich history of implementing personalized customer service solutions for financial institutions. Banks, credit card companies, insurance companies, consumer finance corporations, stock brokerages and investment funds have all relied on SOFTEL to help provide their customers with consistent and superior customer service.

In the financial services realm it is imperative that service is personalized and secure. With tighter banking regulations and the increasing mobility of customers, the importance of easy and secure data access is higher than ever.

When deciding to set up a self-service system for your customers, it is essential to make the most secure decisions. It is also crucial that your agents have the tools and information to create the right customer experience to foster loyalty with your customer base. Trust SOFTEL to provide the knowledge and tools required to help your company offer the services expected by your customers when they contact you. We provide a myriad of applications to help craft the personalized customer service your customers require, while increasing customer retention, lowering costs, and boosting revenue potential. Financial applications include:




Account Holder Authorization
Account Inquiries
Automated Bill Payment
ATM/Branch Locator
Bankruptcy/Foreclosure Payoff Requests
Credit Card Processing/Authorizations
Employment Application
Escrow
Insurance Claims Status and Reporting
Loan Capture and Processing
Mortgage Information
Proactive Outbound Account Notifications
Stock Trades
   



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