Mobile Office - Financial Services

Build personalized relationships that stick. On-the-Go, with Genesys Cloud.

Why use Mobile Office in Financial Services?

Activate Your Local Branches

Provide your customers with exceptional and personalized service by connecting them with the right person. Financial advisors can change their status and automatically transfer calls to available personnel with the on-queue option or access and manage their voicemails.

Record Customer Interactions

Ensure compliance with financial regulations within your organization. Mobile Office for Genesys easily records any mobile interaction you want or automatically records all calls. Relisten and view transcriptions of your mobile customer interactions.

Automate Financial Processes

With Mobile Office, you can utilize the automated call-back or task routing system to notify the relevant person or team wherever they are. Ensure timely responses when urgent events occur, such as requiring approval or getting payment information.

Personalized Experiences in Private Banking

Your most insightful conversations are likely happening outside of your contact center. Onboard

Enable Omnichannel Customer Journey

70% of consumers consider a consistent experience across channels to be important in choosing their bank. Mobile Office allows you to move a conversation to a new channel without losing the full context of the client’s history and previous interactions. 

Secure Customer Data

Mobile Office understands how important security is for you. All data is securely stored on Genesys Cloud. This ensures security and customer confidentiality by minimizing the risk of data breaches or loss from individual mobile devices.

Transform Experiences Wherever You Are.

Many banking consumers still prefer interacting with human agents for higher-stakes tasks.

63% of consumers want one-on-one personal conversations with bank representatives, indicating that the human touch remains critical to the banking experience.

Empower your banking workforce to communicate instantly - all on the go.

Mobile Office in Private banking

Historically, employees within high-value banking departments such as private banking and wealth management would user their own phone to have individual conversations with their customers. On top of security concerns, this setup also leads to customers not being answered when the employee is busy or out of office.

By introducing Mobile Office, our private banking customers have enabled these employees to securely place their calls via Genesys Cloud on their mobile phone and reap the benefits of an integrated voice platform. With analytics, recordings, transcriptions and smart call routing, these departments no longer form a blind spot in the company's customer experience landscape.

Mobile Office in Branches

Local branches in banking or insurance offices are typically equipped with landlines or branch employees with personal phones, not included in the overall customer experience ecosystem.

With several of our customers, Mobile Office proved to be a game changer for these branches. Employees were not only reachable when in the office but can now serve customers while on the go while having all CRM and customer data available. By activating these branches on Genesys Cloud, our customers now finally have a complete view on both their central contact center and local branches.