Banking & Financial Services

Helping financial institutions, banks, insurance companies, non-banking financial companies build a smoother customer communication

BFSI/NBFC Works Perfectly with Cloud Telephony

Accurate and timely customer communication plays a very important in the BFSI and NBFC sector. With the need for absolute privacy and security, Exotel partners with some of the leading institutions for customer engagement.

1 Automated calls & SMS for internal communication – Internal communication is often neglected and can’t be tracked or passed on reliably. Using Exotel allows institutions to communicate effectively and also communicate in Tier 2 and Tier 3 cities where internet is not reliable.
3 OTP SMS – With OTP, timely delivery makes all the difference. We have the best in delivery rate in the business.
5 Dynamic caller id to improve call pickup rates – Calls from an unknown number are usually not picked up. The dynamic caller id assignment optimises caller id for each customer for the best pickup rate. This helps greatly for teams that make calls to customers.
7 Number masking to protect customer privacy – Customer phone number is sacrosanct. Ensure customer privacy by masking their phone number from agents or any third party personnel. This boosts brand trust and also eliminates untoward incidents.
2 Automated SMS for reminders – SMS is an ideal medium for reminders about dues, payments, renewals, etc. in a non-intrusive manner.
4 Customer call centre – Exotel allows you to set up a distributed call centre to handle customer calls. The entire set up can be done in less than 30 minutes. Scale as you grow and pay as you grow.
6 Missed call for customer interaction – using a missed call, you can get customers to download an app, receive information via SMS, and do a lot more. It is one of the most customer-friendly means of interaction.
1 Automated calls & SMS for internal communication – Internal communication is often neglected and can’t be tracked or passed on reliably. Using Exotel allows institutions to communicate effectively and also communicate in Tier 2 and Tier 3 cities where internet is not reliable.
2 Automated SMS for reminders – SMS is an ideal medium for reminders about dues, payments, renewals, etc. in a non-intrusive manner.
3 OTP SMS – With OTP, timely delivery makes all the difference. We have the best in delivery rate in the business.
4 Customer call centre – Exotel allows you to set up a distributed call centre to handle customer calls. The entire set up can be done in less than 30 minutes. Scale as you grow and pay as you grow.
5 Dynamic caller id to improve call pickup rates – Calls from an unknown number are usually not picked up. The dynamic caller id assignment optimises caller id for each customer for the best pickup rate. This helps greatly for teams that make calls to customers.
6 Missed call for customer interaction – using a missed call, you can get customers to download an app, receive information via SMS, and do a lot more. It is one of the most customer-friendly means of interaction.
7 Number masking to protect customer privacy – Customer phone number is sacrosanct. Ensure customer privacy by masking their phone number from agents or any third party personnel. This boosts brand trust and also eliminates untoward incidents.

Customer Success Stories

cloud-telephony-bfsi-india

Exotel helps Numberz with customer acquisition

How MoneyTap used Exotel to boost call connectivity and improve user activation rate

How Scripbox uses Exotel to communicate with their customers every day

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Bank of Baroda
Credit vidya logo
Money view logo
Zest money logo
White Paper: Cloud telephony for BFSI industry

White Paper: Cloud telephony for BFSI industry

Are you a banker, stockbroker, or related to any financial institution? Then this ebook is for you. Know how cloud telephony can enhance your business productivity, reduce cost, enage with customers proactively and streamline day-to-day operations.

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Get Rs 1000 worth free call & SMS credits

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