Solutions for Financial Services

Financial services institutions are continually evolving to reach, and most importantly, retain customers. Did you know that your online channel is one of the most important ways to build customer loyalty and cross-sell your full portfolio? An optimized web site will facilitate positive touch points with your online customers — whether they are applying for a loan, transferring funds between accounts, or placing a trade.

Today, Tealeaf’s Customer Experience Management solutions are used in eight of the 10 largest banks worldwide, as well as numerous other financial services institutions, including brokerages, exchanges, investment banks, and mutual funds.

Tealeaf gives you the tools and insight to:

• Increase revenue by ensuring a great online customer experience that promotes cross selling opportunities and drives higher customer retention rates.
• Successfully recover abandoned or struggling customers by proactively reaching out to them and recoup valuable revenue.
• Reduce the time spent identifying and resolving usability and technical problems, including complex UI issues that are often associated with privacy and security requirements (two-factor authentication mechanisms).
• Improve customer support call resolution rates by immediately understanding and effectively responding to customer issues.
• Effectively manage online customer disputes with records of actual customer interactions.
• Drive adoption of online self-service applications to provide more convenient service to your customers (and employees) while lowering the cost of each interaction.