Simplificando a experiência do cliente com a IA da Talkdesk.
CASO DE USO
Serviços e Suporte
SETOR
Serviços Financeiros e Seguros
INTEGRAÇÃO
Financial Services Experience Cloud
MÉTRICA CHAVE
↑ Autopilot capacita o cliente a uma taxa de autoatendimento de 16%
↓ Redução da taxa de abandono para 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.
Utilização da IA para oferecer experiências bancárias mais inteligentes e personalizadas.
O BankUnited é um banco nacional com sede em Miami Lakes, Flórida, com centros bancários na Flórida, na área metropolitana de Nova York e em Dallas, Texas. O banco se orgulha de promover uma cultura empreendedora e colaborativa, reunindo os melhores talentos, mentes inovadoras e tomadores de decisão ousados.
"A confiança é a base de tudo o que fazemos, tanto para nossos clientes quanto para nossos funcionários. A Talkdesk nos complementa fornecendo uma solução de contact center segura, altamente confiável e adaptável."
Jeiner Morales SVP, director of data analytics and business systems
A Talkdesk permitiu que o BankUnited melhorasse drasticamente as operações de atendimento ao cliente, aumentasse a produtividade dos agentes e aumentasse a satisfação dos clientes. A automação, o roteamento de chamadas e os recursos de qualidade orientados por IA aumentaram a eficiência, evitaram custos e transformaram a experiência do cliente. Desde a implementação da Talkdesk, o BankUnited tem observado um aumento na fidelidade à marca e aos clientes, que expressam alta satisfação por meio da comunicação direta. A integração do Talkdesk Financial Services Experience Cloud™ e produtos como Talkdesk Autopilot™, Talkdesk Copilot™, Talkdesk Identity™ e Interaction Analytics foi um sucesso fantástico, levando a melhorias significativas nas principais métricas e transformando todo o ciclo de vida do CX por meio da Customer Experience Automation (CXA). As taxas de abandono caíram, as pontuações do net promoter score e de satisfação do cliente aumentaram e a contenção IVR aumentou de 15 a 20%. Esses ganhos são em grande parte impulsionados pela forma como o BankUnited projetou sua jornada do cliente e aproveitou a IA para encaminhar eficientemente as interações para os agentes certos.