Turn Every Agent Into Banking Experts
Guide agents through complex inquiries like offset accounts and lender’s mortgage insurance with interactive, no-code workflows using Process Shepherd’s Discussion Trees.
Financial & Banking Decision trees will allow your support agents reach to the most complicated information required by your clients and be able to come up with accurate responses.
Our decision tree experts would be happily willing to discuss how we can help you cut operational costs using our guided workflow solutions that are tailored for banking & finance. Hit the button below and get a free consultation.
Streamline Banking Workflows With Step-By-Step Guidance.
Reduce Compliance Risk Profile
Leverage customer data in Process Shepherd to ensure compliance obligations are met and handle all edge case situations, guiding every agent through every conversation with confidence. This is the power of agent scripting that equips your employees with the ability to find the answers much faster even when they have not been trained extensively yet.
Guided workflows take them through the journey of resolving specific problems and handling situations they wouldn’t normally handle without tedious & comprehensive training.
Deal With Complicated Sales
Extensive product training for sales teams can be a challenge, especially with changing products requiring regular refreshes.
A Discussion Tree solution can effectively overcome these challenges, allowing for more efficient and effective handling of customer inquiries with a clear guided workflow.
Banking Workflow
Empower your agents to handle customer interactions with ease. Process Shepherd streamlines tasks like product enquires, and transaction disputes with guided instructions, making the process more efficient and effective.
No matter how complicated the workflow, your agents can still navigate through it to answer inquiries through interactive decision trees.
We understand the sensitivity & complexity of information when it comes to finance & banking, but we’ve got it all covered. Our interactive financial decision trees include and not limited to:
We understand the sensitivity & complexity of information when it comes to finance & banking, but we’ve got it all covered. Our interactive financial decision trees include and not limited to:
How We Can Help
Process Shepherd is a powerful platform that can help organizations improve efficiency and compliance within their contact centers. By reducing onboarding time, ramp-up time, and average handling time while ensuring compliance with the most current business processes, our platform helps organizations provide the best possible customer experience.
Additionally, by automating steps within a process, we can save time and reduce human error, leading to increased efficiency and productivity
80%
Reduce Agent Onboarding Time
40%
Reduce Agent
Ramp Time
30%
Reduce Average Handling Time
