CFS  

FinancialSmAdGeo has the proven technologies to help your financial institution maximize customer satisfaction – and ROI
We will provide you with detailed information to help you bring in more customers to increase your return on investment in marketing, operations, loan offerings, training, and customer service.

AdGeo offers the following services and benefits designed for your financial institution:

  • Performance reports for each location – AdGeo’s complete selection of comprehensive, yet easy-to-follow reporting resources, will effectively breakdown sales and performance numbers by individual location to allow you to see who’s performing – and who’s not. Geospatial reporting, which uses mapping to illustrate performance information by location, is an example of a “quick read” reporting resource you can use to your advantage.
  • A complete suite of telecom services to offer your locations – AdGeo’s complete selection of telecom services, including call routing, call sourcing and tracking, interactive voice response, and more, can supply your locations with helpful telecom tools to improve customer sales and service. In addition, you can achieve cost savings by bundling large numbers of telecommunication services together to get volume discounts.  Offering these resources helps to standardize the delivery of high-quality support and services to your locations.
  • Seamless call management and customer convenience – By dialing a toll free number, your customers will be automatically connected to their nearest store location, or a location of their choosing.
  • Call forwarding based on specific criteria – Georouting plans make it possible to initiate call forwarding based on several criteria including zip code, county, time of day/day of week or mileage.  This routing can be accomplished down to side-of-the-street level precision if needed.
  • National toll free numbers – Specific numbers allow you to track every call, determine what specific promotion the caller is responding to, plus capture critical information to help you effectively handle each customer response, and adapt your marketing plan to achieve maximum sales and ROI.
  • Easy-to-use reports – AdGeo generates comprehensive, yet easy-to-follow tabular and geospatial reports that turn data into useable information. These important reports will help you determine sales performance by location, inventory location versus demand, and other key information that can help your customize action plans for your marketing and operational efforts to meet customer demand and improve ROI.
  • Call analysis and harvesting capabilities – Now you will never miss a consumer inquiry because your call center is not sufficiently staffed to answer the call. AdGeo will provide you with a comprehensive analysis of each customer call based on hold time, length of conversation, peak call time measurement, and more. Based on this detailed information, you will have the option to adapt your staffing schedule to handle peak calling periods, reroute unanswered or busy calls in real time, or even return missed calls that were originally unanswered.
  • Call recording – Whether your business features state-of-the-art call centers or you simply have a few employees designated to field incoming inquiries and service requests, AdGeo’s call recording services will allow you to hear for yourself how your financial institution’s customer calls are being handled.  We provide audio streaming of these conversations and will also produce detailed reports.   You can use this valuable data to maintain quality control, for training purposes, and for legal compliance requirements.

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