In Financial Markets, your customers expect secure transactions and protection of their personal data. You may find your customers’ expectations are growing. Members want more services offered in multiple ways to align with their busy mobile lifestyles. Moving beyond transactions to true customer interactions is an important differentiator. Dovetail solutions offer you a foundation to help manage these customer interactions.

For many institutions, the stringent requirements of Sarbanes-Oxley have forced them to change the way they handle multi-channel customer contacts. Our clients, such as ADP, e*Trade and Union Bank of California, have found Dovetail CRM and EmailManager have helped them meet ever tougher regulatory requirements while improving their customer service.

Build a Customer Centric Institution

Tying critical business applications to Dovetail solutions will ensure all customer facing representatives are armed with complete customer data. Elimination of unnecessary business processes will help increase profitability and organizational effectiveness. Consider leveraging Dovetail to customize applications or simply integrate:

• Enhanced Member Services: Whether call center or self service on-line banking tools, Dovetail helps build out or integrate the appropriate member services for the IT environment today.
• Payments: External or back office payment systems are easily integrated for seamless customer payment services.
• Trade Processing: Populated with Dovetail customer data, trade processing systems effectively track real-time trading, making it readily available for representatives answering customer calls.

Connect with Dovetail today to learn more.