FinServ - SimpleChat

FinServ

The early bird gets the clients.

Your clients and potential clients are on social media, on digital devices – and they want answers now. With SimpleChat connected to Microsoft Dynamics, you can deliver. Wherever they are, you can interact with them immediately, giving them the answers they need and providing the services you offer. Your super smart chatbot, powered by AI, can provide accurate answers faster than any human. You can access these services and others (like complete client histories, document sharing and more) from the comfort of your one unified screen, which manages all your interactions, on all channels.

Our Best Features

Customer 360

Connects all customer touch points to relevant customer entity in Dynamics
Displays all customer touch points on timeline
Manages customer conversation history
Maintains channel conversation history
Provides case management (connects relevant conversation to root case)

File Sharing

Allows file sharing from CSR (Customer Service Representative) to Customer and from customer to CSR
Supports most common file types including doc, images, video, PDF
(Content Disarm and Reconstruction)

SimpleChat BOT

Supports interactive chat response (ICR) using predefined questions and response tree
Open to codeless configuration of ICR tree via Dynamics GUI
Initiates predefined business scenario (created as Dynamics workflow) by BOT
Offers various BOT response formats (list, quick replies, carousel, free text)
Uses Dynamics synonyms to understand customer intent
Transfers between BOT to live assistance when necessary
Transfers between live assistance to BOT when more efficient

Channel Management

Supports diversion between channels (i.e. from webchat to SMS or from Facebook posts to Facebook messenger)
Connects conversations from different channels
Initiates outbound conversation by the brand through all supported channels

Customer Identification

Identifies customers via OTP
Identifies customers through personal questions
Supports all common file types (including: PDF, Office files, images, video, voice ….)

Location Based Services (using Dynamics)

Offers service to the customer base on his/her location

Work Management

Defines which CSR is best fit to handle customer conversation (according to skills, channel, CSR availability …) using dynamics quest and skills management

Work Hour Management

Defines brand’s work hours and enables live assistance accordingly
Adopts appropriate BOT response for work\non-work hours
Supplies CSR On\Off shift button
Provides CSR on break button

Electronic Form Integration

Opens E-form as part of chat flow
Documents a customer’s completed form in the corresponding Dynamics entity
Enables co-browsing between customer and CSR about the E-form via SimpleChat

Social Network Monitoring

Monitors Facebook wall and initiates a Dynamics service ticket if required
Checks posts tagged with the brand name and initiates a service ticket in Dynamics if required
Monitors comments to posts made by the brand and initiates a service ticket in Dynamics if needed

From Our Blog

Microsoft Inspire 2019 Conference

The team from SimpleChat for Dynamics 365 is looking forward to the Microsoft Inspire 2019 Conference. In the age of the customer, engagement is key – which has been the purpose of SimpleChat from day one.

The Start Up That Transforms Customer Experience

What was the growing need that Elad noticed in the environment of all their organizational clients – regardless of the industry… and how did they respond?

How to improve service in a multichannel world

Identifying the real need is the first step in knowing your next step as an organization. Ronit Ated speaks to this – and why meeting your clients where it is convenient to THEM, is at the crux of the digital revolution.