Customer interaction experts for your financial services or insurance company
Looking for experts in digital customer interaction, customer communication, customer experience and customer journey for financial services and insurance companies? Then you've come to the right place. Every day we work with companies that are confronted with long queues, complex Know Your Customer processes and the associated compliance. But also verifying customers, duty of care, digital self-service and much more. We understand and know how to approach this within your company. Discover the benefits for your organization.
Digital Self-Service is more than just a portal
Have you ever thought about how many tasks your customers could solve themselves? And are your customers also confronted with long queues at your customer service? The solution is to let them solve it themselves! With Digital Self-Service, repetitive tasks become a thing of the past and you reduce the pressure on your customer service.
Our promise:
- We save your costs considerably and achieve high time savings.
- you can offer 24/7 customer service without long queues.
- we drastically reduce the number of (typo) errors.
- future-proof customer contact and scalable customer service.
Source: McKinsey
Source: Hays
Gain control over your KYC processes
KYC (Know Your Customer) controls and guidelines, often imposed by regulators, protect you against issues such as fraud, corruption and money laundering and are time-consuming for your organization and employees. Dialog Group helps you optimize these mandatory processes.
Our promise:
- We automate your KYC processes so that many repetitive tasks for your employees are a thing of the past.
- we help you to be KYC compliant and to comply with laws and regulations.
- We ensure that you can proactively contact your customers without extra pressure on your customer service.
- We help you with your duty of care and put the consumer (more) first.
The benefits for your organization
Onboarding new customers
Guide new customers step by step in their digital onboarding journey to collect relevant customer information. For example, with a personalized, interactive video. Without delays and extra questions. Really get to know your customer and personalize interactions in all phases of the customer journey.
Scalable customer service
Make your customer service scalable during peak times or understaffing by, for example, using a chat or voice bot. Support this with WhatsApp, a My environment, your app and interactive, personal videos... Voilà, your customer is recognized everywhere and helped quickly.
Customer-friendly invoicing and payment
Inform customers proactively and easily about their payments. Explain invoices and annual accounts in plain language. Show automated understanding when you identify payment problems and offer solutions in advance via every touchpoint.
Financial check and periodic aftercare
Leave the mandatory aftercare or annual financial check-ups to a Digital Colleague. So that your employees have time for important, converting customer questions. With the help of a Digital Colleague, you contact your customers - fully automatically - and let them go through a pre-arranged process.
How do we help you?
With our services and expertise
We will investigate together with you during a Discovery Workshop of Digital CX Workshop how and where customer interaction and customer experience can be improved. In collaboration with those involved within your organization, we make connections so that you can optimally support your customers and employees. We align the business or marketing department more with the IT department and customer service.
With our solutions
Our professionals ensure that you can make data-driven choices in your customer journeys and help you implement the most suitable solution. Consider, for example, intelligent digital self-service for your customers, a process bot that takes over your repetitive tasks or a personalized interactive video. After the implementation and explanation, you will get started with the solution(s) you have chosen.
What customers say
Contact us
We help your organization on its way to the best customer communication and digital customer interaction, with the greatest time and cost savings. We ensure that everything is digitally accessible for your customers. Leave your details and we will contact you.
Tip: with additional information we can help you in a more targeted manner.
