The financial sector is facing an important challenge: being able to reconcile the need for advanced technologies with the privacy and compliance regulations required of its services due to the sensitivity of the data processed.
Unified Communications systems are certainly among the IT solutions involved because they are the basis of customer relationships and are necessary for the secure archiving of conversations.
But let’s see in detail what the needs of these companies are and how the right technological choices can make a difference, making them competitive in the market.
- Increase in operational efficiency
In environments such as banks and financial institutions, where branches are diverse and on-site and remote teams alternate, it is essential that communication between employees, customers, and partners is fluid.
This means adopting technological solutions that encourage internal and external collaboration and choosing systems that help manage customer data effectively, possibly aggregating them with business intelligence tools.
It is essential for a bank to manage every activity with the highest professionalism, regardless of the location of the team and the company infrastructure.
- Improving the customer experience
Banks and finance companies have an increasingly demanding customer base: personalization in communication is necessary. Customers, in fact, want to live an experience in which they feel at the center of attention and their needs are followed in every detail.
Furthermore, communications in the financial sector must be rapid: often the customer may need to manage an urgency in the financial sector.
In Mida’s Cloud Contact Center, thanks to integration with the CRM, customer data and history are available to offer an excellent customer experience. Furthermore, integration with instant messaging such as WhatsApp allows for increasingly rapid service management.
- Ensure the security of recordings and voice communications
The financial sector handles a lot of sensitive information that needs to be protected, the services offered must be impeccable, without compromising privacy in any way.
There is also the need to securely archive conversations, which according to MiFID II regulations must be kept for a minimum period of 5 years on a secure, tamper-proof medium.
Once again, an investment in UC makes a difference. The Mida Compliance Recorder is the perfect Unified Communications product for this need: it guarantees compliance with the GDPR and MiFID II and also adapts to internal security protocols, the anti-tamper and file encryption features make it completely reliable and tamper-proof.
Do you want to know how our Unified Communications solutions could make a difference for your company?
Contact us and we will be happy to give you more information about it.