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    業務領域Business

    最專業的互聯網金融服務,為您量身定制移動化解決方案

    您現在的位置:首頁 » 業務領域 » 互聯網金融

    互聯網客戶服務中心系統

    方案概要 

          如今市場競爭越來越激烈,如何精準把握客戶需求,做到全方位針對性的客戶服務是證券公司吸引和留住客戶的關鍵。同時面對龐雜的證券公司內部數據,如何合理高效地調度和處理也是證券公司節約成本的一大難題。

          面對證券公司在服務客戶、節約成本上的多種需求,金證互聯網客戶服務中心的建設目標為:建設客戶與員工、員工與員工之間溝通的橋梁,它包含了以更便捷、貼心的方式服務、營銷客戶,同時實現員工之間高效辦公、協作辦公的理念。

     

    主要應用 

    語音/在線/視頻坐席日常工作支持

          互聯網客戶服務中心為各類坐席的日常工作提供相應的工作平臺,實現員工高效智能化服務客戶的同時,也給管理層提供豐富的監控管理模式,并且實現各個部門之間資源高效調度,從而起到節約成本,提高工作效率的作用。互聯網客戶服務中心同時打通了員工與客戶之間的橋梁,實現多渠道溝通。

    移動化工作支持

          移動化客戶服務中心可以支持坐席在外辦公,實現客戶/產品/員工信息在外查看,支持在外客戶服務。

    多媒體服務

          支持多種媒體類型接入,實現多種渠道方式服務客戶。

    營銷活動推廣

          支持營銷任務與服務掛鉤,減少主動外呼數量,提升客戶體驗感的同時也能節約相關成本。

    緊急情況提醒

          支持對突發事件進行檢測并系統性提醒,可提醒范圍為產品類提醒,如產品到期,產品開放日、持倉股票重大事件、持倉股票漲停跌停、產品進入開放期、新股中簽提示、固定收益類產品付息日提醒、報價回購業務推介等提醒;客戶相關提醒,如客戶生日,客戶升職/升遷,證件過期提醒、交易情況等提醒。

    業務辦理支持

          支持客戶通過營銷服務人員進行部分賬戶類、交易類、資金類、咨詢類、投訴建議等業務辦理和處理。

     

    方案優勢 

     

          話務整合:實現多類話務統一接入。

          全業務接入:實現證券公司全業務的電話委托業務接入,實現話務坐席、在線坐席人工服務的全接入。

          多渠道對接:提供包括QQ、微信、網站、APP等多種互聯網渠道對接,并實現統一接入處理。

          360°客戶/產品/員工視圖:實現客戶/員工/產品數據統一規劃處理,統一歸納展示,方便營銷人員進行產品客戶管理。

          協同辦公:實現各類人員業務和工作高效調度協調,實現流程、工單節點自動分流處理。

          可視化管理:通過系統自動對于營銷服務人員的行為軌跡進行記錄、簽到管理、產品銷售管理,可以方便地對于營銷服務人員的績效進行考核。

          個性化設置:支持證券公司根據自身發展需求對數據采集、業務流程、各類參數等進行個性化組合和設置。

    經驗豐富:在系統項目建設中,金證市場占有率高,具備成熟整體解決方案,營銷服務類產品。

     

    客戶案例 

          銀河證券、國泰君安、國信證券、招商證券、華泰證券、中信建投光大證券、中投證券、中信證券、中信金通、長江證券、宏源證券華西證券、信達證券、平安證券、長城證券、東興證券、中信萬通、南京證券、東北證券、民族證券、山西證券、華安證券、民生證券、新時代證券、華林證券、國盛證券、金元證券、大通證券、廣州證券、紅塔證券、西藏證券、銀泰證券、中郵證券、五礦證券、中投證券、華融證券、萬和證券、海通證券大連分公司、中山證券、愛建證券、天源證券、中航證券、財富證券、中航證券等45家證券公司使用金證系統。

     

    聯系方式 

          客服熱線:0755-83172999 

          客服郵箱:jzservice@szkingdom.com

     

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