The Need For Secure Communications In Financial Services
9 in 10
consumers want absolute omnichannel service (AIRSHIP)
AIRSHIP
37%
more revenue from fully engaged clients (Gallup)
Gallup
35%
believe their bank provides effective customer service (Optilead)
optilead
238%
increase in cyberattacks against financial institutions in 2020 (ZDNet)
ZDNet
Financial Services Companies Can Finally Connect With Everyone. Stress-Free.
01
Talk to Clients
Connect across LiveChat, WhatsApp, SMS, Email
Centralize all client interactions under a secure messaging app
Protect client data with premise-based or ISO 27001 certified cloud deployment
Centralize all your financial conversations under a single messaging app that complies with the highest security standards. Unlike other messaging solutions, Rocket.Chat makes it possible to securely connect with clients, colleagues, and vendors via their preferred communications channels.
02
Talk to Colleagues
Improve internal communication and team collaboration
Easy access to all conversations, shared files, and discussion threads
03
Talk to Vendors
Collaborate securely with vendors across Slack, Microsoft Teams, Skype, Email, or other channels
Centralized hub for vendor communication, audit-ready and compliant
Keep Your Clients’ Data Protected
Communicate freely with clients without sacrificing privacy
JoiTeam gives financial institutions the ability to protect sensitive client data exchanged through the platform. Choose a deployment method that suits your organization’s security strategy — premise-based or cloud-based — and maintain full control of your communication environment.
Connect with Your Clients via Their Favorite Channels
Deliver a better customer experience by reaching clients on the channels they already use. Communicate in real time through LiveChat, WhatsApp, SMS, or email — without forcing them to download a new app.
Improve Operational Efficiency
01
02
03
04
05
Reduce phone calls
06
Encourage clients to switch from phone calls to messaging, saving time and improving service efficiency.
Automate Key Touchpoints
Streamline repetitive work using smart workflows. Automate outreach and ensure timely, relevant communication.
Client-Centric Contact Center
Automatically route clients to the right agents. Use self-service and chatbots to resolve requests faster.
Improve Provider Collaboration
Use channels, threads, and discussions to collaborate securely. Share files and information with ease.
Access full client conversation history
Keep complete communication records in one place, no matter which channel your clients use.
Boost user adoption
Clients can use familiar tools like WhatsApp, SMS, email, and social media to connect — no extra downloads required.
What To Look For In a Compliant Messaging App?
Must-have features and functionalities for privacy-councius organizations in banking and finance.
