Simplifier l'expérience client avec l'IA de Talkdesk.
CAS D'UTILISATION
Service client & Support
SECTEUR
Services Financiers et Assurances
INTEGRATION
Financial Services Experience Cloud
MÉTRIQUE CLÉ
↑ Autopilot permettant aux clients d'atteindre un taux de self-service de 16 %
↓ Diminution du taux d'abandon à 5,3 %.
My name is Jeiner Morales. I'm an SVP, Director of Data Analytics and Business Review for BankUnited. BankUnited is a leading regional, commercial and small business bank. Headquartered in Florida, we also have locations in New York and Texas. Trust is at the foundation of everything that we do for both our clients and our employees. Talkdesk complements us by providing a secure, highly reliable, and adaptable contact center solution. I was really impressed with the technology that Talkdesk approached us with as we were beginning our design phase. What we've noticed is that our investment into Talkdesk has given us brand loyalty, has built client loyalty with us. We've actually received communication and correspondence from clients who are extremely happy. The culmination of Talkdesk and a financial institution is fantastic. Additionally, the AI driven insights, it's really helping stay ahead of the curve when it comes to providing superior customer service for our clients. If you make good use of AI features in Talkdesk like Talkdesk Navigator, Autopilot, and Agentic AI, it would help you achieve and improve every single SLA or KPIs that you have in the contact center solution. Since we implemented Talkdesk, we have seen huge improvements in our abandonment rate. We've definitely seen huge improvements in our net promoter score, customer satisfaction scores. We have seen an increase of about fifteen to twenty percent in our containment and the IVR, and it's all primarily driven by the way we built our customer journey and how AI is playing a part on channeling those interactions to the right agent. We're really thriving on Talkdesk, and I've gone through several different phone services. It's the most intuitive, the most modern, the prettiest one. So it's friendly on the eyes. It's nice to navigate around. It's been a great tool for us, and I think for the clients as well. It's just creating that experience that we needed. Talkdesk enables me to help agents' careers within BankUnited. Now I can kind of get somebody to the next level within ninety days. Before it would take me six to six months to a year. Why? Because the data was not there. The information wasn't there. Talkdesk does that all for me, which means I can focus more on developing the rep directly versus trying to find the information in the system. It's refreshing to be in business with a vendor that is not just a vendor is definitely committed to be in this journey with us and they're somebody that's heavily invested in our success as much as we are in yours.
Utiliser l'IA pour offrir des expériences bancaires plus intelligentes et plus personnalisées.
BankUnited est une banque nationale basée à Miami Lakes, en Floride, qui possède des centres bancaires en Floride, dans la région métropolitaine de New York et à Dallas, au Texas. La banque est fière de favoriser une culture d'entreprise et de collaboration, rassemblant les meilleurs talents, des esprits novateurs et des décideurs audacieux.
« La confiance est à la base de tout ce que nous faisons, tant pour nos clients que pour nos collaborateurs. Talkdesk nous complète en fournissant une solution de centre de contact sécurisée, très fiable et adaptable. »
Jeiner Morales SVP, director of data analytics and business systems
Talkdesk a permis à BankUnited d'améliorer considérablement les opérations de service client, d'accroître la productivité des téléconseillers et d'augmenter la satisfaction client. L'automatisation, le routage des appels et les fonctionnalités de qualité pilotées par l'IA ont permis de gagner en efficacité, d'éviter des coûts et de transformer l'expérience client. Depuis la mise en œuvre de Talkdesk, BankUnited a constaté une amélioration de la fidélité à la marque et des clients, avec des clients exprimant une grande satisfaction grâce à la communication directe. L'intégration de Talkdesk Financial Services Experience Cloud™ et de produits tels que Talkdesk Autopilot™,Talkdesk Copilot™,Talkdesk Identity™, et Interaction Analytics a été un succès fantastique, conduisant à des améliorations significatives dans les mesures clés et transformant l'ensemble du cycle de vie de l'expérience client à Customer Experience Automation (CXA). Les taux d'abandon ont chuté, le net promoter score et le taux de satisfaction client ont augmenté, et la rétention dans le SVI a progressé de 15 à 20 %. Ces gains sont en grande partie dus à la façon dont BankUnited a conçu son parcours client et exploité l'IA pour acheminer efficacement les interactions vers les bons téléconseillers.