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Banking by Phone

 
Banking By Phone
Banking By Phone lets you announce customer transaction and inquires, while handling your customers the way you define.

Benefits
Enhances customer service by providing 24X7 access without using precious staffing resources.

Features
  • Basic Account Inquiry – Provide customers with balance, available, amounts due/overdue, payments, etc.
  • Integration to Your Existing Banking Data…Using Your Preferred Method – Integrate to your banking data seamlessly and in any way your prefer.  We can provide direct Integration standards-based, through stored procedures or an API.  Oracle, SQL, Metavante or any system with an open API can be integrated.
  • Customized Queries – Sophisticated transactions and queries are also an option. Rather than just the last 5 transactions, you define the number of transactions, account transfers, etc.
  • Full Menu Tree of Options – It’s easy to add and modify informational messages, self-service menus and more.  Works with your existing phone system to speak simple recorded messages like branch locations, transfer to other departments, or provide transfer options to department specific extensions or ACD queues.
  • Works with Other TFB Contact Center Modules – When you use other TFB modules in your contact center, callers who transfer are already tagged for screen pop and can be tracked by real-time and historical reporting. Plus you can leverage your existing TFB investment without the need to for an additional CTI server. IVR ports can also be shared seamlessly with other applications to make the most of your investment.
 
 
 
 
 
 
 
 
 
Solutions
 
none VoIP Phone Systems
none
none Hybrid Phone Systems
none
none Unified Messaging
none
none Contact Center
none
none CTI / IVR
none
none Call Recording
none
none Audio / Web Conferencing
none
none Video Conferencing
none
none Speech Recognition
none
none WiFi Mobility
none
none Data Equipment
 
Press
CMS Earns ShoreTel’s Top Partner Award for the Prairie States Region
CMS Receives ShoreTel’s Highest Champion Partner Program Status – Certified Orange
Testimonials
“I’ve participated in many phone system conversions during my career and this was the smoothest by far,” said Jim O’Brien of RehabCare. “CMS sent out well-trained, knowledgeable engineers, and managed the entire training project. Everyone found the ShoreTel system easy to learn, and the user interface extremely intuitive.”
Partners
TFB