The financial services industry is an increasingly competitive space. Over the last decade, the growth of online banking, direct insurance, and virtual financial institutions has changed the nature of client relationships in the industry.
Email has come into its own as a primary medium for exchanging documents, dealing with queries, and processing claims. As an asynchronous, transactional communications protocol, email is the perfect mechanism for handling inbound communications traffic from clients and customers.
And, of course, all financial services institutions operate within the constraints of strict regulatory environments. Not only is it important from a customer-relations standpoint to set and meet aggressive service level agreements, it is typically a requirement to have a strong audit trail of inbound and outbound client communication.
Response from Emailtopia offers: