InGenius announces CTI support for Salesforce Financial Services Cloud

InGenius announces CTI support for Salesforce Financial Services Cloud
12.08.2019 01:43 pm

InGenius announces CTI support for Salesforce Financial Services Cloud

Cloud

 InGenius® Software Inc., a computer telephony integration (CTI) innovator, today announced integration support for Salesforce Financial Services Cloud. The new InGenius integration brings call data into Financial Services Cloud with a user interface in the Salesforce window that provides an unobstructed view of client data alongside intuitive call controls and advanced features for phone agents.

Salesforce, the global leader in customer relationship management (CRM), empowers financial service companies to connect with their customers in a whole new way. Using Financial Services Cloud - an integrated platform powered by Salesforce Lightning - wealth management firms, insurance companies, capital markets and banks can build deep relationships with their clients through real-time, personalized communication and seamless tools that present a holistic view of client portfolios. The platform puts all relevant client data at advisors' fingertips so they can deliver experiences that drive client loyalty.

InGenius Connector Enterprise extends the benefits of Salesforce Financial Services Cloud by equipping advisors with a new set of engagement enhancements. Screen pop brings client data to the advisor before a call is answered to provide context and nurture tailoring of the client experience. Call logging ensures important details are captured consistently for every call, with the ability to configure templates and wrap-up codes for streamlined and standardized documentation. Other InGenius features like click-to-dial, pop to Salesforce Lightning flow, preview dialer and more, increase call efficiency while positively impacting customer experiences. Call data is stored directly in Salesforce for easy reporting and dashboards views that enable smart client management. In combination, InGenius Connector Enterprise and Salesforce Financial Services Cloud achieve the goal of putting the client relationship at the core of every interaction.

“InGenius has been partnering with Salesforce since our first CTI product launched, and we’re very excited to expand our offering to Financial Services Cloud,” said Dale Gantous, CEO of InGenius. “This new integration improves Salesforce user productivity with effortless call tools and improves the client experience, since all data is easily accessible to advisors in a single-pane-of-glass view. The deep experience of our team ensured we were able to implement this functionality with the level of security and enterprise-proven reliability that the finance industry demands.”

Related News

Planixs introduces Realiti(R) Essentials for smaller banks to control intraday liquidity risk and deliver regulatory compliance

Planixs, the leading provider of real time, intraday cash, collateral and liquidity management solutions, today announced the introduction of Realiti Essentials for smaller... Read more »

Finicity Solution Live Within Ellie Mae Encompass Consumer Connect

Finicity, a provider of real-time financial data access and insights, and Ellie Mae®, the leading cloud-based platform provider for the mortgage finance industry, today... Read more »

Fastly Empowers Media & Entertainment Brands Across Europe with High-Performance Content at the Edge

Fastly, provider of a global edge cloud platform, today reports expanded adoption of its edge offerings and services across leading European media and entertainment brands.... Read more »

Druva Unveils Powerful Protection Capabilities for Key Amazon Web Services Workloads

Druva, Inc., the leader in Cloud Data Protection and Management, today announced extended data protection capabilities for Amazon Web Services (AWS) enterprise workloads,... Read more »

PwC forms alliance with Fenergo to streamline KYC compliance for financial institutions

Professional services firm PwC has joined up with leading provider of digital Client Lifecycle Management (CLM) solutions Fenergo to “do KYC differently”.

Collaborating... Read more »

Mphasis inducts Quantel AI into Sparkle Innovation Ecosystem to deliver AI-based risk management solutions

Mphasis , an Information Technology (IT) solutions provider specializing in ... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel