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Finance, Banking, Insurance
 

Financial institutions rely on reputation and service to retain and attract customers. TFB offers customized solutions that help set your organization apart from the competition and comply with privacy regulations, while controlling costs. Screen Pop integration ensures that caller information travels with the call, even when transferred to multiple agents, so interactions are streamlined, and your customers are asked for account information only once. Intelligently route customers patients and physicians to the most appropriate, handle insurance inquiries through touch tone automation, offer your customers an automated callback when your staff is swamped. Companies like North Island Credit Union, First Federal Bank, Desert Schools Credit Union, and many more, use TFB solutions to provide the consistently high level of service and support that builds customer loyalty in a competitive environment.

Here are just a few examples of the applications that can set your organization apart...

Banking by Phone  
Give your customers touch tone access to routine banking transactions, like account information, payment by phone, balance transfers and more. TFB can integrate to the same database, with the same standards-based protocols used by your on-line banking services, to provide consistent
automated service across contact channels. Even better, with the TFB GUI configuration tool, many banking by phone application parameters such as menu options offered to callers, can be changed by a supervisor while the system is running. Even as customers adapt to using the web for banking transactions, offering Bank by Phone services gives them flexibility when a web connection just isn't an option. Your staff is freed for more intensive tasks, and patients get 24 hour access from any touch tone phone.

Insurance Account Inquiry
Frequent inquiries regarding insurance and payment status can tax staffing resources, and contribute to delays in other services. Your customers, and insurance professionals alike can securely access database information about claims status, eligibility dates, and payment information, all from a touch tone phone.

Appointment Reminder
Missed appointments can add up to the millions annually for large organizations. The TFB solution is built on Automated Outbound Campaigns package, and uses your data to dial patients with a prerecorded message about their specific appointment - time, date department, and any prerecorded information desired. Staffing resources are freed from manual appointment verification, and return on investment is swift and significant.

 

 



 

 

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