Banking with a personal touch

Build customer relationships on-the-go

Beyond your contact center

01
Secure and Compliant

Ensure compliance with financial regulations within your organization. Mobile Office for Genesys easily records any mobile interaction you want or automatically records all calls. Relisten and view transcriptions of your mobile customer interactions.

02
True customer insights

Your most insightful conversations with financial customers are likely happening outside of your contact center. Get through insights in those conversations by onboarding your mobile workforce.

03
Smart call routing

Enable your commercial and private bankers to seamlessly transfer calls with administrative inquiries to assistants, queues, or automatically route them, freeing more time to build and nurture customer relationships.

Mobile office in financial services

Connected. On-the-go.

Whether you’re a private banker, business banker or loan officer, you’ll be reachable by anyone on-to-go. Mobile Office provides an intuitive interface and requires no training for your financial experts

Private banker

Private banking customers don't always call within office hours. Serve your most valued customers on-the-go.

Investment manager

Connect with clients and provide instant investment guidance on the go while remaining compliant.

Relationship manager

Allow your customers to securely contact their relationship manager, wherever they are.

Loan officer

Allow your loan officers to handle after-hour customer requests.

healthcare

Customers

Mobile Office is used by leading financial service companies across the world.

Location

Ideal Systems NV
Harensesteenweg 232 Box 2.10
B-1800 VILVOORDE
BELGIUM

Contact

Support: mosupport@idealsystems.be
Commercial: sales@idealsystems.be
 

Useful Links

Appfoundry Mobile Office
Appfoundry Mobile Office for Communicate
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iOS app
Android app

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