histórias de clientes

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Proporcionar uma experiência de cliente unificada e com tecnologia de IA.

Customer Story Novobanco

CASO DE USO

Serviços e Apoio

SETOR

Serviços Financeiros e Seguros

MÉTRICA-CHAVE

Os AI Agents tratam de 3% das chamadas

↑ As chamadas atendidas aumentaram 15%

↓ Carga de trabalho equilibrada entre o contact center e as sucursais

A Talkdesk revolucionou a interação com o cliente no Novobanco.

O Novobanco tem um papel preponderante no setor financeiro português, oferecendo uma vasta gama de serviços bancários adaptados a particulares e empresas, com uma forte aposta na relação com o cliente e na inovação digital.

Customer Story Novobanco

My name is Conceição Matos. I'm working in Novobanco, which is a major bank in Portugal. And I'm heading the transformation office for the retail operation. We are now moving to omnichannel. We have a call center to serve the clients. And what we are doing with Talkdesk and artificial intelligence is we are building a hierarchy of moving a call whenever the branch is available to respond to that call. So basically we serve the clients in our branches. And this is a customer experience, completely different. The client doesn't belong to the branch. It belongs to the bank. One month after Talkdesk, the branches respond to 30% of the calls they have per day. We put in place a virtual agent as well. For instance, today, if a person calls a client, calls for an account balance, our virtual assistant solves it immediately. For some more complex products like mortgages or a specific problem, they want to talk with someone. The call is redirected with a branch, that has capacity, to respond to that call. We are using AI also to rebalance capacity. We have some branches, mainly in the urban zones that are very crowded. We have some other branches in the inland and they have spare time. With AI from Talkdesk, we are being able to redirect some calls. Talkdesk makes it easier, for customers because we are providing a better service than before. Overall, we are very satisfied globally with the implementation.

"A Talkdesk torna o processo mais fácil para os clientes, porque estamos a prestar um serviço melhor do que antes. De um modo geral, estamos muito satisfeitos com a implementação."

Conceição Matos retail transformation office leader

To elevate its CX, Novobanco routes calls to a virtual agent, contact center agents or to its branch locations according to the purpose of the call and availability using Talkdesk CX Cloud™ which integrates seamlessly with Novobanco‘s existing systems. It leverages AI and machine learning to enhance customer interactions, automate routine tasks and optimize resource allocation.

A IA é também utilizada para equilibrar a carga de trabalho entre as sucursais urbanas, frequentemente sobrelotadas, e as sucursais rurais, com mais disponibilidade. Automatizada e otimizada com CXA, esta redistribuição inteligente de chamadas utilizando o Talkdesk Autopilot™ está a melhorar a experiência do cliente, tornando-a mais rápida e prática.