Financial Services

Financial Solutions and Superior Quality Services

Choose the expertise and security of experience combined with the latest technology.

Strengths

Benefits for Finalcial Services

Flexibility

The certainty of customer support at all times, even during peak contact periods, through the combined action of human experience and AI-based technology.

Experience and continuing education

INGO is able to support its clients in service design, suggesting processes and procedures to make the handling of requests effective and efficient.

Quality increase

Ensuring an excellent customer experience results in reduced waiting time and end-customer loyalty, with additional business opportunities.

Technology and AI

INGO is able to offer seamless multichannel operations, improving the brand reputation of the companies it supports on a daily basis.

INGO services

Solutions for Finalcial Services

Customer Care

A team of highly skilled operators in banking and finance, capable of handling inquiries efficiently and quickly, supporting clients in after-sales and responding proactively in escalation processes in the case of complex inquiries.

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Appointment taking & qualification

INGO’s specialized agents are able to create new business opportunities for client branches through appointment-taking and qualifying activities so that not a single useful contact is lost.

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Teleselling

Thanks to the accumulated experience, the team of specialists in finance and banking is able to carry out Up Selling and Cross Selling activities, incentivizing end users through customized proposals on specific products and signaling useful contacts to the Competent Offices for the activation of new products.

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Financial Services

Manage requests and operations quickly, securely and customised

Discover INGO's solutions designed for your company
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Ingo & financial services in numbers

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calls handled per year

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Of customers satisfied with the service

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Appointments set for branch traffic generation

Frequently asked questions

FAQ - Frequently asked questions

Welcome to our Financial Services FAQ section. Here you will find answers to the most common questions about our services and how we can help you improve the patient experience and the operational efficiency of your healthcare facility. If you do not find the answer you are looking for, please do not hesitate to contact us.
  • 1. Can INGO support us in creating business opportunities, such as qualifying new leads or activating customised up-selling and cross-selling campaigns?

    Thanks to a team of agents specialised in Financial Services and a data-driven approach, INGO can manage appointment taking and qualification activities, identifying the most promising contacts and ensuring that your branches or financial advisers only really interested and targeted leads.

    Moreover, through customised up-selling and cross-selling campaigns, INGO analyses the specific needs of each customer, proposing complementary products and services in line with their profile and purchase history.

  • 2. How can INGO help us monitor service quality and collect useful feedback to continuously improve the customer experience?

    INGO supports you in continuously monitoring service quality and collecting useful feedback to continuously improve the customer experience, through a structured and technologically advanced approach. With our Quality Monitoring systems, we conduct regular checks on the interactions between operators and customers, analysing key parameters such as response times, first-contact resolution, tone of voice, clarity of information provided and adherence to procedures. All the data collected is transformed into detailed reports, which are easy to consult and useful for identifying areas for improvement.

    In addition, INGO sets up multichannel surveys and post-interaction feedback collection tools that allow customers to express their satisfaction in real time. This information is integrated into customer insight processes to guide service optimisation strategies and further personalise the user experience.

    INGO’s artificial intelligence also supports the semantic analysis of the collected feedback, identifying trends and recurring themes, so as to anticipate critical issues and build targeted corrective actions, ensuring continuous improvement of the customer experience.

  • 3. Can we integrate INGO systems with our existing CRM and banking platforms for smooth data management and interactions?

    The INGO solutions are designed to be fully integrated with the CRM platforms and banking systems already in use at your company. Thanks to our technological expertise and the use of API, we guarantee smooth and secure synchronisation of data, avoiding duplication or dispersion of information.

    This approach significantly improves service customisation, accelerates response times and enables the implementation of automated workflows that optimise internal processes, making the management of requests and business opportunities more efficient.

    Moreover, thanks to the flexibility of INGO solutions, we are able to adapt integrations to specific needs or customisations required by your financial institution, while maintaining the maximum security and compliance with industry regulations.

Blog - Financial Services

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Financial services: the importance of customer service for customer retention

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