Banking on Success: Streamlining Deal Processes to Supercharge ROI in Call Centers

Mignon Brooks and Jenna Trott | MARCH 28, 2024  |  5 Minute Read

Efficiency is the cornerstone of success in the ever-evolving landscape of banking call centers. However, achieving optimal efficiency is challenging, especially when faced with numerous obstacles that impede performance and hinder returns on investment (ROI). As banks seek to address these challenges, they increasingly turn to innovative solutions, notably integrating artificial intelligence (AI) and expert consultation, to streamline operations and enhance overall performance.

Navigating the Challenges and Understanding the Underlying Factors

Many obstacles hinder efficiency and impede returns on investment (ROI) in banking call centers. Too often, call centers contend with high operational costs, predominantly stemming from inefficient deal processes that result in delays, errors, and escalated expenses. Moreover, these complex and outdated processes increase customer dissatisfaction and attrition rates. The result is constrained scalability and adaptability due to antiquated legacy systems and technology.
Delving deeper into these challenges unveils several underlying factors perpetuating their existence. Legacy systems and technological limitations stifle agility and innovation, compounded by a complex regulatory environment. Additionally, the absence of real-time insights and analytics leaves banks ill-prepared to make informed decisions and respond promptly to evolving customer needs. AI has the potential to optimize operations, however, inadequate integration could hinder its effectiveness, further exacerbating banking call centers’ challenges. Given these challenges, it is clear that leveraging AI capabilities is imperative to drive improved operational efficiency and customer satisfaction.

Unlocking the Transformative Power of AI

AI emerges as an ally in overcoming many of the challenges banking call centers face. How? Let’s take a look.

AI streamlines routine tasks like data entry and basic inquiries through automation, freeing human resources for more value-added activities. For instance, AI-powered chatbots can handle basic customer inquiries, reducing the workload on human agents. Imagine that a customer visits their bank’s website with common questions like, ‘What’s my account balance?’, ‘Can you show me my transaction history?’ or ‘Where else do you have branch locations?’. The customer could then utilize the bank’s chatbot to receive quick answers to their questions without waiting for a human agent. This would not only improve efficiency but also enhance the overall customer experience.

Predictive AI-driven analytics enables personalized customer interactions, fostering satisfaction and loyalty. AI algorithms can analyze a customer’s transaction history, spending patterns, and browsing behavior. Based on this analysis, the bank can predict individual preferences and financial needs. For example, if a customer frequently uses their credit card for dining out or travel expenses, the bank may offer targeted promotions for dining rewards or travel benefits, aligning with the customer’s spending habits and preferences. This personalized approach demonstrates that the bank understands the customer’s lifestyle and aims to provide tailored credit card rewards, ultimately enhancing customer satisfaction and loyalty.

Furthermore, AI enhances fraud detection and security measures by continuously analyzing transactions and detecting real-time anomalies. Suppose a customer who typically makes small purchases within their local area is now making multiple large purchases on the other side of the country. An AI system can flag these transactions as potentially fraudulent and trigger immediate alerts to the bank’s security team. This proactive approach allows the bank to investigate and act quickly, protecting the customer and the institution from potential financial losses.

Additionally, AI-driven insights provide decision-makers with real-time data and analytics, enabling quicker responses to customer inquiries and market changes. For instance, a banking call center can utilize an AI-powered analytics platform to monitor social media channels for mentions of their brand and analyze customer sentiment in real time. If a negative sentiment is detected, the bank can quickly address customer concerns or issues before they escalate, further enhancing customer satisfaction and loyalty. This proactive approach demonstrates the bank’s commitment to customer service excellence and helps maintain a positive brand reputation.

Overall, AI’s multifaceted capabilities contribute to enhancing overall efficiency and effectiveness in banking call centers.

The Role of Expert Consultation

Engaging Salesforce consultants offers numerous benefits to banking call centers seeking to optimize operations. With a wealth of experience and knowledge, consultants excel in identifying inefficiencies and pain points within banking call centers. Through meticulous assessments, they pinpoint areas for improvement and develop tailored strategies to address them effectively, considering each banking institution’s unique challenges and requirements. This personalized approach ensures that solutions are practical and aligned with the organization’s long-term goals. Leveraging their expertise and experience, Salesforce consultants expedite the implementation and integration of technologies within banking call centers, minimizing downtime and ensuring a seamless transition to new systems and processes.

At Access Global Group (AGG), a leading consulting and Salesforce partner, we demonstrated our transformative impact on banking call centers, exemplified by our collaboration with Cadence Bank. With extensive experience and expertise in optimizing banking operations through AI and other innovative technologies, we earned a reputation as a trusted partner for banking institutions seeking performance enhancement.
Cadence Bank came to AGG looking to address the sales team’s lack of lead and opportunity management systems. We worked with them to develop custom systems to address this challenge and ultimately created a more comprehensive system. Cadence Bank also voiced concerns with the integration of their legacy systems, as critical information became difficult to find. This was resolved by building custom integrations with IBM mainframes and the Jack Henry (Financial) system, ensuring a seamless data sync.

Furthermore, the implementation of Computer Telephony Integration, using AM adapters & Cisco backend, improved communication efficiency by automatically logging calls in Salesforce. We also set up Chatter and Files which provided a file repository for internal communication and file storage, enhancing collaboration and document management.

In deploying custom integrations, AGG facilitated the upselling of related products by successfully integrating Salesforce with over 20 legacy financial systems. Meanwhile, account serialization across all banks was standardized by recreating the sales process with automated workflows and approval processes.

As an added bonus, AGG established a standardized sales system and process with automated workflows and approval processes which notably improved efficiency and consistency. Also, the implementation of Reports and Dashboards enhanced reporting capabilities, providing timely and actionable insights.

By implementing an AMC/Cisco telecom system integrated with Salesforce, we helped to improve Cadence Bank’s call center efficiency and capabilities. Meanwhile, enabling remote work enabled streamlined CSR management during peak seasons, ensuring that Cadence Bank could continue delivering superior customer sales support and account management with ease.

Finally, through custom development, we automated manual processes and enhanced system functionality, significantly reducing manual effort and streamlining operations.

These strategic initiatives reflect our unwavering commitment to empowering banking call centers with comprehensive and acutely tailored solutions for their specific needs and challenges, as evidenced by the successful partnership with Cadence Bank.

Ultimately, streamlining deal processes proves paramount for maximizing ROI and ensuring long-term success in banking call centers. By embracing the power of both AI-driven solutions and expert consultation, banks can overcome challenges, enhance efficiency, and deliver superior customer experiences. The urgency to invest in streamlined processes is clear as banks seek to thrive in today’s competitive landscape. By proactively addressing challenges and leveraging innovative solutions, banking call centers can unlock new opportunities for growth and profitability.

Results from Access Global Group’s work with Cadence Bank.

Why AGG?

When it comes to selecting the right partner for technology integration and digital transformation, the experience of the company you choose is of utmost importance. Access Global Group is a Salesforce Summit (Platinum) level partner with nearly two decades of experience in Salesforce support, maintenance, and management services. Our team of certified experts knows Salesforce inside and out, meaning that when they come to you, no stone is left unturned and any conflicts are quickly addressed with agility and accuracy. With 5-star ratings on the Salesforce AppExchange and G2, our team offers a unique blend of global deployment expertise coupled with the agility of a boutique firm and a one-of-a-kind project methodology that places our clients at the forefront of every decision. Your successes are our successes, so we’re dedicated to providing solutions that align with your evolving requirements and aspirations.

We invite you to reach out to us with any questions or concerns regarding your Salesforce instance, we’d be happy to discuss a solution that best fits your needs at this time.

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A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



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