Sales automation solutions for financial services

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[Music] hi there i'm karen and i'm part of the tangent solutions team microsoft founder bill gates when asked for his thoughts on automation had this to say the first rule of technology used in a business is that automation applied to an efficient operation will magnify the efficiency in the critical areas of customer service and after sales your team can find themselves so tied down by the repetitive and mundane tasks they encounter on a daily basis that there is little scope to provide any additional lasting value or pitch added incentives to an already frustrated client however digital advancements and automation now make it possible for finance companies to create self-service channels across a variety of platforms improving workflow and providing effective solutions to their clients with automation freeing up staff time and resources your customer service team can concentrate on providing more intelligent support or tackling the more challenging requests that come through robotic process automation can be deployed into your business to immediately transform the work being done by your customer service and after sales team by introducing chat bots to improve self-service and operate around the clock technology can instantly repeat the answers to the same questions you encounter while assisting customers with issues over and over again this helps to generate extensive cost savings in the short to medium term while the automation of push notifications to customers ensures that all after sales queries are continuously monitored keeping your clients fully updated and informed of deadlines and outcomes to their queries by tapping into rpa power data analytics your business can avoid the generic guidance trap and offer clients a more personalized experience from your company automation and machine learning is capable of interpreting large sets of customer data to generate actionable insights for your company such as individualized upsell and cross-selling of financial services based on clients preferences behavior and buying history through microsoft power bi you can access enterprise business intelligence far beyond what is possible with spreadsheets which can then be communicated to the relevant key account managers and stakeholders in your business the vast capabilities of rpa ensures that finance professionals can work hand in hand with a virtual assistant that meets every digital customer interaction with the attention and solution required through cloud-based solutions your financial practice can implement intelligent customer communication right across all departments platforms and channels in your company team members can collaborate report and analyze any aspect of the customer conversation ensuring better customer satisfaction and greater retention [Music] by directly implementing rpa into your customer service and after sales your measure of success will shift from productivity to an enhanced quality of service to each and every customer tangent solutions can empower you to deliver the financial solutions of tomorrow today