Financial Services

CallScripter offer an exciting range of solutions for financial services organisations looking to increase agent productivity, and streamline their customer contact operations.

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CallScripter
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Direct Marketing - Business Surveys

  • Within a business environment, surveys are considered a valuable resource tool – whether you are collecting qualitative or quantitative information; from existing customers or exploring new target markets for prospects.

Market research, customer satisfaction surveys and polling are all areas in which CallScripter can provide advanced software solutions. CallScripter is perfectly suited to the outbound survey market, complementing our leading position for inbound and outbound scripted solutions across multiple vertical markets.

Surveys/questionnaires are one of the most cost-efficient ways of gathering valuable information to keep abreast of market trends and industry demands. In particular telephone surveys are highly effective and generally receive a greater response rate, in comparison to those conducted via post or email.

Key CallScripter Benefits:

  • Satisfied customers are imperative to any successful business operations strategy. If you are unaware of what your customers are saying, there is no way of ascertaining which areas of your organisation are thriving, and which are leaving room for improvement. By recognising the importance of your customers’ opinions, it ensures that they feel valued in relation to your business focus. A telephone survey is the perfect way to certify this.
  • Allow you to analyse purchase behaviour, research brand perception, discover key influences and trends.
  • Questions can be formatted with a simple click of your mouse, and templates can easily be created and amended, saving valuable time, rather than having to recreate every single questionnaire.
  • Straightforward, yet advanced validation to ensure you get the answers you need. Questions can be made compulsory or optional; with or without comment fields; and text entered into an open field can be validated to ensure it meets your specified format (entry length, numbers, dates, email addresses, etc.)
  • Conditional routing; answers to questions can drive the next steps to be taken and dynamically change the route through the questionnaire ensuring only relevant data is captured.
  • Calls are performed methodically and thoroughly, so you can rest assured that each piece of data is quality-controlled for accurate results.
  • Complete comprehensive analysis via CallScripter’s initiative reporting tools. Real-time custom reports are available, alongside cleansed data which can easily be interpreted to ensure that the desired results are highlighted.
  • Filtered results – via age, gender or location for example – allows you drill down into specific answers to garner even more accurate outcomes.
  • If you are wishing to implement a predictive dialler, the CallScripter solution and rescheduler component make scheduling call backs effortless and automate the process, ensuring that you never miss a contact.
  • To maintain the levels of communication with your survey participants once they have completed the questionnaire, CallScripter can send an email follow up, a text message reminder, or even schedule another phone call.