A company, business and any organization of this sort has its success dependent on the people it deals with. If the people aren’t happy with the organization, it is bound to fail. Organizations that operate on the basis of FinTech (financial technology) face challenges that can make the process of pleasing their clients more difficult than it already is. Both types of challenges, internal and external are interdependent. Where an internal challenge like lack of adoption of an omni-channel platform can lead to an external challenge where clients are agitated due to the inconvenience and discomfort which in turn will create another internal challenge where employees will be unhappy and the company will be vulnerable to failure, It’s a vicious cycle of internal and external challenges.

However, among the various challenges, the most important challenge that needs to be faced and overcome is providing quality service to the clients, whether it be product wise or customer service dealing with escalations. Before we elaborate on that, here’s a small and simple checklist that can help organizations to offer better quality to their clients. It is important to make sure that these basic things are clear, as this will help in building a long-term relationship with the clients and contribute to the overall development of the organization.

  1. Are there any rewards for using the digital service? Like discounts, coupons, credit points, etc.
  2. Do the clients have access to their balance from anywhere at any time?
  3. Do we offer financial advice, dealing with how clients can save, grow their wealth, improve their spending habits as such?
  4. Are individual preferences catered with the digital services we provide?
  5. Are we offering customers with an Omni-channel experience which is preferred by most customers today?

VeriShow can help you to answer that last question and assist you in completing this checklist which is small yet a powerful tool to enhance the digital experience of the customers in a positive way towards the growth of the company. We provide you with an omnichannel platform, where engaging tools can help you overcome FinTech challenges by increasing your sales, higher customer satisfaction and bringing to your table, First Call Resolution (FCR) in a silver platter. The service we offer is based on Customer Relationship Management (CRM) solutions.

By providing you with co-browsing, Video Chat, Content Sharing, VeriTalk, VeriShare and much more, compatible with modern devices that users nowadays operate. In simple terms, we have tools that’ll help your agents and customers build a connection so that the organization can progress. It will help in explaining your products briefly, provide guidance and speed up the sales process, exchange review financial documents, make the website more resourceful to provide customers with service.

An insight on what the customer wants will come into existence when problems are easily solved and room for innovation will be opened. The requirements in the checklist seem minor, but play a major role in building an organization’s digital experience liked by its users and reaching its ultimate goal. We will be more than delighted to assist you in your endeavor!