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Financial services
iService keeps customer messages in a durable record with segment-level access controls. Service and compliance teams review each exchange within approved segments. iService routes questions by required skills, sends secure replies, and keeps customers in authenticated online-banking portals.
iService gives service and compliance teams segment-level access to a durable record of customer correspondence.
iService keeps every customer exchange in a durable record. Segment-level access controls define who can review and work with each correspondence.
iService keeps each banking question and its customer record in a controlled segment from intake through response.
iService combines Segment Management, portal permissions, and durable message history for controlled correspondence. It routes questions by required skills and gives agents Answer Panels, Stock Responses, and Knowledge Base articles.
A customer sends a banking question from the authenticated online-banking portal.
iService routes the question by required skills. An Answer Panel sends the secure response and resolves its status. The customer receives an email to sign in and reads the reply in the authenticated portal.
iService configures secure messaging and segment access in the workflow that handles each customer message.
Your team sets those controls as it configures customer-message handling. The workflow applies them to each customer exchange.
Desert Financial uses iService on its own hardware for secure messaging inside its online-banking site.
Its team built and deployed the message-center integration with the iService open API in under four weeks.
Customer
Desert Financial Credit Union, the largest credit union in Arizona with more than 350,000 members, uses iService as the integrated message center inside its online banking system.
Desert Financial Credit Union case study, One-to-One Service.com, Inc. Reviewed
Measured outcome
More than 100 agents provide online customer support through iService.
Desert Financial Credit Union case study, One-to-One Service.com, Inc. Reviewed
Measured outcome
Their own IT team built and deployed the online banking integration in under four weeks rather than months.
Desert Financial Credit Union case study, One-to-One Service.com, Inc. Reviewed
We evaluated several options for our integrated message center. iService offered a unique combination of advanced email response features and a highly customizable user interface for our online banking system. It was important that our members have an integrated support experience on our website, and our agents have the productivity tools they need to be efficient.
Request a demo to see customer questions routed by required skills, answered through an Answer Panel, and kept in the authenticated online-banking portal.