Financial Services: Quickly Optimize Your Operation

Mergers, acquisitions, Sarbanes-Oxley, increased competition and the financial crisis: Running a financial services operation is more challenging than ever.

Coordinating new customer segments, distribution channels, outsource/off shore partners and product convergence makes it difficult to consistently deliver high-quality products and services.

At Enkata, we understand the financial services industry. We deliver performance management solutions that help you achieve:

• Higher sales: Improve your sales rates. Reduce sales fallout and cancellations.
• Program compliance: Improve your agents’ sales and promotion compliance.
• Higher First Call Resolution: Eliminate repeat calls driven by struggling agents and onerous policies.
• Shorter calls: Reduce unnecessary AHT, not just average AHT.
• Higher customer satisfaction scores: Receive higher quality scores and willingness to recommend.

We offer the following suite of Enkata performance management products for financial services organizations:

• Enkata Manage to monitor performance and automatically generate metrics-based coaching plans for business challenges such as First Contact Resolution, Sales Performance and Productivity.
• Enkata Coach to automate and standardize your employee coaching process.
• Enkata Quality Monitor to automate your QM program.
• Enkata Analytics to identify the root causes of business issues.
• Enkata Automated Call Reasoning to understand why customers contact you, without agent tagging.
• Enkata Rapid Applications for the fastest time to value.
• Enkata Rapid Adapters to streamline deployments.

Enkata in Action

• Chase get control of their call center expenses
• BNY Mellon move from service center to strategic partner