Financial Services - Mobile Office

Give the Experience Your Customers Will Love. On-the-Go, with Genesys Cloud.

Why use Mobile Office in Financial Services?

Human support

Banking customers want support no matter the hour or day. Give them exceptional service without overworking your call center agents.

Record Customer Interactions

Seamlessly integrate Mobile Office for Genesys with your existing banking systems and workflows. Easily record any call you want with a click of a button or record all calls automatically.

Deliver compliant, proactive interactions

Protect clients’ financial assets and information. Earn trust with built-in security and compliance standards. Maintain that trust with fraud, risk and control frameworks.

Transform Experiences Wherever You Are.

Communicate instantly, collaborate seamlessly, and improve customer experience – all on the go.

Communicate instantly, collaborate seamlessly, and improve patient outcomes – all on the go.

Mobile Office in Banking

Sarah, a private banking advisor, relies heavily on Mobile Office. As her high net-worth clients expect her to be available when needed, Mobile Office ensures that calls are directly routed to her regardless of her location.

In case Sarah is not available or at a different client, customers get the option to speak to a colleague or leave a voicemail that Sarah can later re-listen via Mobile Office.

One morning, while Rick is engrossed in reviewing loan applications, he receives an urgent call from a client seeking clarification on their mortgage terms. With a few quick taps on his device, Rick invites a colleague from the mortgage department to join the conversation via Mobile Office.

Together, Rick and his colleague address the client's concerns with professionalism and expertise, providing clarity and reassurance. Mobile Office facilitates a smooth collaboration while the entire interaction is automatically recorded for legal reasons.