Mobile Office for Banking
Experience Orchestration
Go Beyond. Go Mobile.
Expand your Genesys Experience Orchestration beyond the contact center of your bank with Mobile Office, the Mobile App for Genesys Cloud.
Maximize AI training data
The most valuable customer interactions in the banking industry are taking place outside of your contact center. Extend Genesys beyond your contact center boundaries to train your AI models with richer, more relevant customer data.
Increase commercial productivity
Let your branch employees, private bankers and commercial personnel focus on what they do best: sell. Smart routing and seamless integration with the Genesys ecosystem enables you to easily divert admin questions to other parts of the organization.
Private bankers and Business bankers equipped with Genesys Cloud and Mobile Office, ensuring high net-worth customers get the personal service they deserve in a secure way.
Company benefits
Improved customer experience
Instantly connect customers with their trusted contact at the bank and ensure a personalized experience from the first moment of contact. Admin question? Then automatically divert the question to an assistant or the contact center. Smarter routing and workflows lead to better experiences.
Analytics and AI
Elevate your fraud detection, sales training, and evaluations with direct insights. By centralizing all interaction data in Genesys Cloud and leveraging it for your AI models, you unlock limitless potential for process optimization and transformation in the field.
Secure and compliant
Secure every customer touchpoint with enterprise-grade protection. Comply with regulations (e.g. MIFID) and internal processes by extending Genesys Cloud's robust security and compliance framework beyond your contact center to eliminate personal phone usage and record interactions.
User benefits
Real-time data access for a personalized experience
Who am I speaking to? What is this about? Your bankers will never have to ask these questions again. Seamlessly access CRM data via Mobile Office, allowing you to verify their identity and view essential customer information for personalized touchpoints.
Post-call information
Taking a call in your car? No problem. When you arrive at your destination, you can retrieve the summary, recording and full transcription of your call directly in Mobile Office. No need to take notes, all call information is readily available in the app and Genesys Cloud.
Control your availability
On-site at another customer and not available? Simply change your status in the Mobile Office App and calls will automatically be routed to someone else based on Genesys Smart Routing. Your customer will always have someone to speak to.
Mobile Office for Genesys has significantly improved our customer's communication flow and operational efficiency, making daily interactions seamless. The team behind the solution has been outstanding—from onboarding to ongoing support, their expertise and responsiveness make them a true partner in success.
Johanne I. - VoxAI
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