FinTech solutions provider improves customer service with enhanced CRM system

Apr 2021 | CASE STUDY

finTech solutions provider improves customer service with enhanced crm system banner

The Requirement

The customer needed a platform to route calls to concerned agents, monitor agent availability and transfer calls amongst agents and supervisors.

They required a seamless integration with their existing infrastructure to enable click-to-call and access call recordings and logs.


  • Enhanced agent productivity due to profound access to customer details
  • Real-time troubleshooting and resolution of customer queries
  • Assured data privacy for agents and customers
  • Consistent monitoring of delivery agents’ and customer care executives’ performance


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