New Success Story: Securitas Technology’s Efficient Approach
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Accelerating Customer Success in Financial Services

Deliver exceptional customer service in banking and financial services with INO CX. Our secure, scalable, and omnichannel contact center solutions empower institutions to provide personalized, efficient, and seamless interactions.
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INO CX platform interface for banking showing real-time payment processing, recovery analytics, and live customer support interaction.
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Tackling Banking CX Challenges with INO CX

The banking and financial services industry operates in a complex landscape where delivering outstanding customer experiences is crucial to staying competitive. The sector faces unique challenges that require innovative, secure, and adaptable solutions to meet customer demands and regulatory expectations.

Complex Customer Information and Transactions

Managing diverse product offerings, contract types, and accounts—often linked to multiple family members—creates intricate customer profiles that demand sophisticated data management and personalized service.

Regulatory Compliance and Fraud Prevention

Strict industry regulations necessitate transparent operations and proactive fraud detection. Ensuring secure interactions and compliance with global financial standards is essential for maintaining trust and avoiding penalties.

High Customer Expectations in a Competitive Landscape

In an era of instant gratification, customers expect seamless service, real-time updates, and personalized financial advice. As competition intensifies, delivering differentiated experiences becomes a vital differentiator for loyalty and retention.

Fragmented Communication Across Channels

As customers interact via phone, email, messaging apps, and online portals, banks struggle to maintain consistent service and context. Disconnected systems lead to repeated questions, longer handling times, and reduced customer satisfaction.
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Omnichannel Excellence: Consistent Experiences Across Every Touchpoint

Centralize customer interactions from mobile apps, websites, in-branch services, and contact centers into a seamless experience. Ensure continuity and efficiency with integrated communication channels like voice, chat, email, SMS and social messaging, creating personalized engagements at every touchpoint in the customer journey.

Advanced Integrations for a Comprehensive Customer View

Connect seamlessly with CRMs like Salesforce and ERP systems to consolidate customer data. Empower agents with a 360° view of accounts, transactions, and preferences to deliver tailored financial solutions, improve efficiency, and ensure exceptional service across all departments.

Robust Security & Compliance for Trustworthy Operations

Safeguard customer data with PCI-compliant payment options, secure interactions, and fraud prevention tools. Meet rigorous regulatory requirements with audit-ready features, encrypted communication, and real-time monitoring, ensuring your financial services remain trusted and compliant at all times.

Secure Cloud Infrastructure

Benefit from encrypted communications, isolated data storage, and regulatory compliance, ensuring data security and uninterrupted financial operations.

Advanced Security Measures

Protect sensitive data with encrypted communications, compliance with global regulations, and robust access controls.

Robust Backup and Recovery Plans

Ensure business continuity with automated backups, disaster recovery protocols, and failover mechanisms to safeguard data during unexpected disruptions.
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Essential Features for Banking CX Excellence

INO CX equips financial institutions with tools to enhance client satisfaction and operational efficiency.

Omnichannel Platform

Unify interactions across voice, email, SMS, chat, and social media channels like WhatsApp and Facebook Messenger. Deliver consistent, seamless engagement at every touchpoint.
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AI-Powered Knowledge Base

Empower agents with a centralized, AI-enhanced repository of banking & financial services-related FAQs, troubleshooting guides, and resources for fast, accurate resolutions.
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Customizable Analytics Dashboards

Track key performance metrics like resolution times and inquiry trends with dashboards tailored to the specific needs of banking & financial services providers.
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CRM Integration

Integrate seamlessly with leading CRMs like Salesforce. Access customer histories, preferences, and billing data in real-time to provide personalized, informed support.
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Proactive Outbound Campaigns

Engage customers with voice and SMS campaigns, delivering timely updates, reminders, and personalized offers.
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Branded Outbound Calls

Display your company name and logo during outbound calls to reduce spam perception and increase answer rates.
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Workflow Automation

Streamline operations with automated processes that reduce manual tasks, optimize efficiency, and enhance productivity across your teams.
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Quality Monitoring

Ensure service excellence with tools for monitoring agent performance, analyzing interactions, and maintaining consistent quality standards.
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High Availability Infrastructure

Ensure uptime and reliability with built-in redundancies.
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How INO CX Empowers Banking & financial services Provider’s CX Success

INO CX empowers banking & financial services providers to address industry challenges with tailored solutions. From enhancing customer engagement to streamlining operations, our platform ensures efficiency, security, and satisfaction at every step of the customer journey.

Caller ID Branding

Increase answer rates with branded caller ID

Boost call pick-up rates and customer trust by clearly displaying your bank’s name and logo on outbound calls. This visibility reduces spam perception and reinforces credibility.

Loan Processing

Speed Up Loan Approvals

Automate updates and reminders via SMS or email, route inquiries to the right advisor, and reduce delays with a unified communication flow.

Customer Loyalty

Boost Retention with Personalized Offers

Use CRM and predictive data to send targeted offers and loyalty rewards through SMS/email—driving deeper engagement and long-term satisfaction.

Loan Repayment

Boost Loan Repayment Rates

Ensure business continuity with multi-operator redundancy and emergency routing. If one operator faces an outage, incoming calls are automatically rerouted to backup operators or alternate phone numbers.
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Hear It from Our Customers

At Tiko, staying close to our users and improving customer satisfaction is our priority. And INO CX makes that possible.

Aurore FLACH
Customer Relationship Director at Tiko

INO CX’s flexibility and advanced routing capabilities helped us manage our transition smoothly, boost responsiveness, and elevate customer satisfaction.

Olivier COUDERT
Technical Support Manager at Securitas Technology France

INO CX is one of the most agile and high-performing tools I have ever tested. I also loved the collaboration with the teams—it was simply amazing. Just for that, I would recommend INO to all my peers!

Vanina POIRIER
Customer Service Director at O2 Care Services

INO GLOBAL embodies professionalism, responsiveness, and a client-centric approach. I especially appreciate their close support and ability to listen to customer needs.

Guénaël REGNIER
Member Relations Manager at UMR

Let’s Secure Your CX Transformation!

Ready to elevate your banking & financial customer experiences? Contact us today to discover how INO CX can empower your institution.

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