Industry Solutions

Financial institutions

Use dialer, voicemail, automation and integration with CRM to call existing and potential customers as quickly and efficiently as possible!

Functionality for Financial Institutions

Choose the tools necessary for the operation of a financial center or a bank!

Dialer by robot with IVR

Use a combination of "Robot Dialer" and IVR (voice or regular) to familiarize customers with new services or products, as well as provide an opportunity to choose how to further develop the dialogue.

Robot dialer and message playback

Make voice mailings by a robot, playing pre-recorded messages to subscribers.

Dialer with transfer to the operator when the client answers

Optimize agent work time by using Dialer to dial numbers. Establish a connection with the operator when the client answers.

Callback on missed calls to the incoming line

Don’t miss a single call. Set up automatic callback for missed incoming calls.

Integrations to automate the call and sales process

Increase the number of sales by setting up the integration of Oki-Toki with your other systems.

Voice IVR on incoming line

Connect a voice IVR to an incoming line, set up triggers for certain words, phrases and their synonyms, and distribute calls among operators and departments.

Call Recordings

Record and listen to the conversations of operators and managers with customers to improve the level of service.

Customer personalization

Address the client by name during an incoming call or provide him with the necessary information from his account (the amount of debt or credit) when calling the robot.

Integration with SMS services

Connect the necessary SMS mailing services and send the necessary information to the client directly from the Oki-Toki account.

SLA reports

Use SLA reports to control agent response time to calls.

Rates

  • Additional payment
  • Operator's workplace € 1
  • For 1 operator per day

  • One time payment
  • Connection and service settings € 100
  • One-time fee for connecting and setting up the service

It is profitable to pay for Oki-Toki!

Pay for what you use

With our service, you only pay for what you use! More work – you pay more, and very little – your costs will be microscopic.

Loyalty account

For the use of our service, we credit c.u. to a special account. Bonus funds can be used to pay for any Oki-Toki instruments.

Lending

If you are unable to replenish your Oki-Toki account, you can always take out a loan that is enough for a week of work.

Convenience

Representations in the Russian Federation and Ukraine. Services are provided under an offer agreement. Payment by bank transfer or Visa/MasterCard. Sending documents via EDI.

Reviews about Oki-Toki from other services

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Iulia Raiscaia

Feedback from the Startpack service Pros: extensive functionality, a huge number of reports. The company itself is ready to develop new products to improve the quality of work. Integration of statistical data, disciplinary reports and reports. A convenient platform for a company with a large number of clients. Linking a personal manager to a client, which is important at the first stages of working with the program. Full automation of calls, recording and archive of all telephone conversations. API integration. At the same time, the cost of these services on the market is low. Cons: Lack of a number of widgets when moving to a new opera place, although this can be considered as an advantage, since it does not scatter the attention of the operator when calling

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Bogdan Koshevoy

Feedback from the Voipoffice service We have been working with Oki for more than 3 years. Excellent service for the implementation of projects and at a very good price. If there are people, pay, if there are no people, don’t pay. We have already implemented a large number of projects on the Oka platform. Very convenient widgets for tracking indicators and flexible settings. If you want to quickly launch a project that will work stably, I definitely recommend Oki. We have not had situations in 3 years that the oki did not work for more than 4-5 minutes and this happens very rarely.

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Lubov

Feedback from the Otzovik service We have been working with Oki since 2018, we found them when we opened an online store. The service is very flexible. At first we had a couple of operators, and we bought only 2 operator positions. Now there are more operators, we spend, of course, also more, but there are no “extra” and imposed payments. There are 10 operators – you pay only for 10 operator places. You don’t need, for example, a voice robot – you don’t pay for it, you need it, you connected it. But there is a personal manager only at the stage of connection and the test period. Generally satisfied.

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Guest

Feedback from the Indexcall service There are pluses and minuses in the operation of the system. Although in general a positive impression. From the conveniences: a clear interface and work from the browser, the capabilities of the dealer. IVR is very cool. Creating voice greetings or scripts is really cool. Of the minuses: the raw interface of the operator’s workplace, there are a number of shortcomings. It’s a little annoying that many related functions are in different sections. It would be nice to add more hints. In general, more satisfied with the work than not.

Oki-Toki - call center service for financial institutions

A call center for banks and other financial institutions is used for a variety of tasks and is designed to serve customers with different needs. Along with this, marketing campaigns, surveys, promotions and the collection of personal information are conducted, which the company will use for development.

Order a call center for banks and other financial institutions

A call center for financial institutions will simplify interactions with consumers and help collect information to improve banking products. Thanks to integration with CRM, the operator during the conversation will be able to record the data, questions and problems of the persons who applied. The collection and recording of data is very important, because when choosing a bank, the client pays attention not only to favorable interest rates, but also to the quality of interaction with employees. A well-thought-out telephone consultation system increases loyalty and allows you to quickly find shortcomings in service and business processes. Use dialering, voice mailings and other software features to quickly alert potential or existing customers!

What tasks of a call center for banks does Oki-Toki software solve?

Serious competition sets strict requirements for a call center in the banking sector. Financial institutions are engaged not only in the sale of the product, but also in customer retention, so the tasks of the call center are often:

  • Sale of banking services;
  • Creation of additional benefits for VIP clients, for example, reduction of waiting time on the line;
  • Notification of new and services, account status and opportunities;
  • Optimization of work with credit history, notification of the need to repay a debt or other mandatory operations.

Oki-Toki helps to simplify these tasks, for example, by automating outgoing calls or creating a 24-hour line to receive answers to basic questions.

Useful cloud call center features for financial institutions

  • A combination of dialer and playback of a previously recorded or synthesized message will help introduce customers to new products. The voice messages played by the robot are natural and detailed. During the call, the service reads the name and other client data from the account.
  • Voice IVR for the incoming line will allow you to customize the reaction of the learning software to certain words, their synonyms and phrases.
  • A ready-made solution for a bank call center with the ability to record conversations will allow you to listen to the dialogues of operators and managers with customers to improve the quality of service.

Order a ready-made call center solution for a bank and other financial institutions by sending an application!

Leave a request and get detailed advice from a specialist.

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