Knowlarity's Click to call service for bfsi https://www.knowlarity.com/click-to-call/

1. We help banks provide responsive service
so that their customers feel valued.
Enriching
Banking Relationships

2. CLICK TO CALL– FOR A BETTER USER EXPERIENCE
Remarkable facts about Customers
● 45% of financial consumers considered purchasing via comparison websites while only 27%
actually did so (Source: Ernst&Young)
● Currently, advice from family and friends (65%) or agents (61%) remains the primary
research channels (Source: Ernst&Young)
● The average number of questions customers have in mind is around 15
● Average website conversion rate of BFSI Industry is 10% (Source: MarketingSherpa)
● The 2013 U.S. Retail Banking Satisfaction Study credits an increase in customer satisfaction
as a result of improved communication efforts from big banks
Challenges faced by BFSI Industry
➢Customers prefer to talk to the agent rather than dealing online
➢Competitor's website is only a click away
➢Customers are looking for customized and personalized information

3. CLICK TO CALL– FOR A BETTER USER EXPERIENCE
Benefits of Click-to-Call in Campus Websites:
➢Quick conversion of website visitor into a potential customer
➢Improves percentage of website conversions
➢Saves time by routing customer directly to agents/customer support
➢Consumer need not to incur any call charges
➢Enhances quality of customer experience
➢Can easily connect to agents even after working hours
➢Can track the after office timings calls also
Features of Click to Call
➢Support for VOIP and traditional PSTN call
➢Easy management, branding and configuration
➢Intelligent routing based on agent's availability, location and time

4. CLICK -TO- CALL WIDGET ON WEBSITE
When a customer visits the website, they have numerous questions on their mind for which they
always prefer to directly talk to the agents as financial decisions have more complexity.
HOW DOES CLICK TO CALL HELP ?
➢Converts visitors into potential leads
➢Creates a direct way for visitors to contact the agents for free
➢Clears their doubts instantly and hence improves conversion rate
WHY SHOULD YOUR INSTITUTE USE IT ?
➢ 15% increase in inquiry calls by adding the Click-to-Call button; no call charges for customer
➢ 8% increase in conversion rate
➢ Not a single call will be missed

5. CLICK -TO- CALL provides a hassle free experience in MOBILE
When people are searching for products /services of
banking or insurance industry on their smart-phones/
tablets, they prefer to talk to the agent directly for a
personalized information.
HOW IS CLICK-TO-CALL REALLY BENEFICIAL?
➢Allows potential customers to get in touch by pressing
Click-to-Call option while going through mobile
Website /App
➢Creates a direct way for mobile customers to contact the
company directly via their phones – quickly and easily
➢Convenient and hassle free option for customers to
instantly connect to the agent
➢Company can track all the received as well as missed
calls
Use
Click-to-Call
here

6. CLICK -TO- CALL IN EMAILS
➢Click To Call API can be integrated at various
Social Media Sites and Campaigns
➢ROI can be measured for each campaign
separately
CLICK -TO- CALL IN SOCIAL MEDIA
➢Click To Call API can be integrated in email
campaigns which give quick turnaround to
interested customers
➢ROI can be measured for each campaign
separately

7. WORKING OF “CLICK TO CALL” THROUGH A WEBSITE
Agent /
Customer
Service
Representativ
e
Customer clicks
this button
(Click-to-Call)
and is asked to
enter his/her
Contact Number
Instantly a call is generated to Registered Company/ Agent's Number
and another automated call to Customer's Number from Knowlarity
Server.
Within moments, both the calls are automatically bridged when picked
up. Customer
View Details
Want us to call you?

8. FOR OUTBOUND CALLS TO CUSTOMERS FROM CRM (CLICK TO CALL)
Agent clicks on the
Click –to-Call
button
Real Time
Reporting in
Existing CRM
Existing CRM
➢ Admission counselor clicks on the dialer icon on CRM interface
➢ Two automated calls are generated from Knowlarity server
➢ One call is to the Counselor's Number. As soon as it gets picked up, instantly another call to
Customer's Number is generated
➢ When both the calls are received, they are bridged automatically without any time gap

9. OUR CLIENTELE IN BFSI INDUSTRY