Cloud telephony for BFSI – Banks and Insurance

Cloud Communication Solutions for Banking, Financial Services and Insurance

Bank on Exotel to automate, engage and empower your customer communication with calls & SMSes

Improve customer experience & increase efficiency with Exotel

Manage leads efficiently

Exotel’s communication solution is designed for enterprises and has a track of all the leads that call your institution. Even missed calls!

Automate mundane activities

Feedback calls, EMI reminders via SMS and calls, document verification, etc. can all be automated to reduce manual efforts.

Improve call pick up rates

Conversion is possible only if customers pick up the calls. With Exotel’s Dynamic Caller ID feature, you can improve call pick up rates by more than 20%

Protect customer data

Improve brand image by masking sensitive information such as the customer phone number to ensure privacy.

Reduce operational costs

Exotel’s Smart IVR helps automate static queries like account balance, new insurance plans, credit card limit, etc. thereby reducing the manual costs by 60%

Centralize customer communication

One toll-free number can be advertised for the entire country, and calls can be directed to the respective branches based on the location the customer is calling from.

Stock broking is not an easy business to run as it is, but when the environment changes like it has recently, it gets quite challenging. We needed to move to a distributed workforce instantly to continue to serve our customers and Exotel made it really easy to transition.

– Hanan Delvi, Chief of Client Relations

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BFSI Works best with Cloud Telephony

Regulate agent-customer conversations

Using individual virtual numbers for relationship managers ensures that the customers can contact the institution even when the RM has left

Integrate customer data for smooth experience

Integrate Exotel with your banking CRM to personalize and provide a smooth customer experience

Authenticate users/transactions easily

Add an extra layer of security and verify users or their transactions over SMS, Voice and nOTP.

We have engaged Exotel services for IVR Calls & SMS blasts over the last 5 years. Exotel services have been able to scale successfully to meet the demands of our fast growing FinTech business.
Neena Acharya
Director of Engineering, Capital Float

Cloud Telephony for BFSI: How does it go beyond enabling Remote Work?

When the pandemic started, a lot of organisations moved to cloud telephony to enable remote working. But over time, they have come to realise that moving to cloud telephony has more benefits than enabling remote work. This white paper offers an insight into how cloud telephony helps solve some of the most common problems faced by customer-facing teams in BFSI.