Cloud Telephony Based IVR Solution for Share Brokers (1)

1
Cloud Telephony Based Solution for Share Brokers
2
Problem Area for Share Brokers

• Post the trading hours customers call and enquire
  about the trades executed for the day and related
  information. The conversation is required to be
  recorded and all call details captured, monitored
  and measured.

3
Solution

• A single PAN India virtual number can be created
  and basis the callers state/region the calls can
  be automatically forwarded to the respective
  dealers.
• Only registered customers calls can be allowed to
  land and a pop up/browser notification with the
  required information such as Name, client code
  etc can be displayed on the dealer screen.
• Dealers can be geographically located across
  India and can answer calls on their mobile or
  landline.
• On calling the number, customer shall be welcomed
  and greeted, in a scenario where the dealers are
  busy the caller can be directed to the voice
  mail.
• All missed and unanswered call details shall be
  captured in real time and can be shared with the
  dealer/supervisor in real time over email/SMS.

4
Key Features of IVR Solution
5
Trade Confirmation Payment Calls in Share
Broking Industry

• Challenge
• As per Govt norms trades done by customers need
  to be intimated to the respective customers and
  call recordings maintained for the same. Also
  payment reminders follow-ups are required,
  currently this activity is typically manually
  managed with low efficiency

6
Solution

• Automated outbound call system wherein
  pre-recorded voice calls are played out on
  calling the customers and in cases of dispute
  option available to the customer for call routing
  to a live executive
• Entire call management can be automated and only
  requirement shall be uploading of the data on an
  user friendly web console
• System can be configured to call at defined times
  and number of attempts etc can be configured
• All call details can be captured in real time
  and made available over the web
• Payment collection calls can also be accordingly
  scheduled
• Above system does away with reliance on customer
  care executives and automates the entire process

7
Key Features
8
Visit Us http//go2market.in/