Seamless financial customer service
Your customer service teams that assist customers over the phone and via chat need to be able to deliver the same level of service as in-person employees. This requires the delivery of specialized applications and personal financial data to financial advisors, customer service agents, investment bankers, and support staff. Each role, from advising clients, managing transactions, or handling customer inquiries, requires guaranteed up-to-the-minute data accuracy and fluid communication for optimal performance. Additionally, access to customer’s personal data is inherently risky, so your IT solution needs to be able to deliver that data securely in real time to users.
Your contact center most likely services multiple products across multiple lines of business, geographies and operates 24/7. Citrix enables your call center staff to get the latest applications without any downtime, enabling IT to perform critical security and performance updates without interrupting customer service. In addition, Citrix allows shift workers to easily access different applications to support a different product or business based on call volumes. IT can easily grant and revoke access to new applications in minutes.
Citrix solutions deliver high quality audio and video so your employees and customers won’t have to struggle with audio and video lag while trying to resolve urgent financial issues. Your call center employees can even work remotely leveraging laptops, thin clients, tablets, and more while remaining compliant with Citrix. For employees that deal with sensitive credit card information, you can configure your Citrix environment so that your users are in a PCI compliant environment. Virtualization isolates your IT environment to protect sensitive customer data from attacks and breaches.
With Citrix, you can empower customer support agents to work from anywhere with optimized experience for voice and video and seamless application access.
Visit www.citrix.com/solutions/financial-services/ to learn more about how Citrix can support your financial organization, or contact your account executive.
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