TeleDirect Banking Call Center
We provide banks and credit unions with excellent, focused customer support and communication services. We are fully scalable and offer a full range of call center services tailored to the banking industry:
- Sales support
- Call transfers
- Customer service
- Lead qualification
- Client inquiries
- Client retention
- Appointment setting
- Lead generation
- Reservation confirmation
More TeleDirect Financial Contact Center Services
As a financial advisor, you know that communication is key. With a TeleDirect financial call center, you can offer your clients round-the-clock support.
By streamlining your customer service and communication, you’re giving yourself more time to focus on your actual job. Free up time to help your clients make the best investment choices possible.
Private Equity and Venture Capital
With TeleDirect, you can focus on sharing discreet and secure investments with all the support they need, whenever they need it. Leave the communication bit to TeleDirect.
Inbound & Outbound Solutions
We handle financial calls on your behalf by being an extension of your business. Through detailed segmentation of incoming leads completed by our advanced scripting tool with logic-based options, we can properly identify the callers’ needs and proceed to document information to guide them through the lead funnel. Client acquisition is accomplished through successful caller engagement.
With complete control of your communication needs, TeleDirect provides the solutions to make your business run as efficiently as possible. Read below to find out more and to show you how we help our valued financial industry clients.
Our Financial Services Clients Are Saying
The Benefits of Choosing TeleDirect
When you incorporate a banking call center into your business strategy, everybody wins! Some of the benefits are:
- Satisfied customers. Great customer support will make or break your clients’ experience. When issues occur, if your contact center was helpful and respectful, your customers can still walk away feeling satisfied.
- Happy staff. You employ bankers, not customer service representatives. Let them do their actual job and leave the communication to us—it will create a better overall company culture.
- Great reputation. You may work with numbers, but it doesn't take a math whiz to figure out that happy customers + happy staff = a great reputation.
- Bigger ROI. As your reputation grows and your customers continue to return, you’re bound to see leaps in your ROI and bottom line.
What We Can Do
When your customers bank with you, they receive unmatched financial services. Now, your customer service experience can be just as prestigious. With a TeleDirect banking and finance account call center, you can provide:
- First-class data security
- Streamlined, personalized communication
- 24/7 banking support
Banking Call Center FAQs
How do I Know if my call center is succeeding?
If you want to know how your contact center is doing, you’ll need to track key performance metrics. With TeleDirect, we make this easy—we analyze your call trends so you can measure your call center performance. We use user-friendly software for tracking, making it easy for your team to access.
Will TeleDirect stick to our specific branding?
Absolutely. We develop customized scripts with banks and train our agents specifically on your unique branding and business ethos.