Enrich client experiences

More and more businesses are discovering the benefits of streamlining their communication and consolidating digital channels in Floji. Not only does it make for happier, more productive teams; it ensures richer, more connected client experiences too.

Discover how Floji powers better communication across the financial services sector, from banking to insurance to investment and wealth management.

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Advantages

One comprehensive platform for the financial services sector

A team video call on a laptop using the Floji complete communications platform

Connect your organisation

Bring your entire workforce together in one place. Easily connect and collaborate in real-time via messaging, voice calls and video conferencing.

Woman working remotely at home on her laptop

Work from anywhere

Give your employees the mobility to work from anywhere, on any device. Enjoy uninterrupted connectivity wherever work takes you.

Customer support team at modern call centre office

Consolidate channels

Ensure continuity of communication across whichever channels your clients wish to use – phone, video, email, live chat, WhatsApp. You can be exactly where you're needed, to provide advice, reassurance and peace of mind.

Collaborate impactfully

Set-up dedicated collaboration spaces for the different groups of people you work with. Collaborate more impactfully, internally and externally, with a toolset including video conferencing, screen sharing, file sharing and editing, and appointment scheduling.

Future-proof your business

Stay at the forefront of communications technology, with a modern platform that scales seamlessly as your business grows. Floji’s advanced stream technology enables faster content sharing, more agile process control and customer engagement management.

Better client experiences

Provide fast, thorough and highly-personalised client support that strikes the right balance between intelligent automation and the human touch. Floji lets you put client experience at the forefront of your business so you can build stronger relationships and nurture long-term loyalty.

Optimise client routing

Floji's unique call flow builder makes it easier than ever to set up routing plans. Elevate the customer experience by ensuring they get straight through to the people who can help them, every time they call.

Cut costs and streamline

Integrate communication and support channels with Floji, and discard the apps you don’t need. At a stroke, gain clarity and slash costs.

Banking-grade security

Floji meets the highest standards of data security. From call recordings to message history and shared documents, all your communications are under lock and key.

Free downloads

Get our free resources for the financial services sector

Use cases

Sectors

Business team having a meeting with a client

Insurance

Bring claims, finance, legal, marketing and underwriting together in one place. Floji serves as an all-in-one communications hub, where client-facing teams can
provide comprehensive support through clients’ preferred channels. Securely share policy documents, facilitate claims enquiries, and capture every call and video consultation for your records. For all your internal and external collaboration, Floji has you covered.

Young businessman at his desk on a phone call

Investment management

Besides streamlining your internal communications, Floji makes it easier to engage new clients, and support those you already have on the channels of their choosing. Reach out proactively to visitors on your website through Floji-powered webchat. Guide current clients through critical investment decisions in HD video meetings – integrated screen sharing and file sharing allow you to present portfolios, financial projections and investment strategies with clarity.

Bank manager working with client in office

Banking

Improve inter-branch coordination and customer engagement. Floji’s secure and versatile workspace meets all the demands of modern banking. It lets banks manage every aspect of internal and customer communication from a single place – account enquiries and notifications, fraud alerts, password resets. Customer engagement always stays on track, thanks to integrated engagement management technology. And with easy-to-set up routing plans and embedded live chat, it’s easier than ever to adjust access to support dynamically.

Bank on Floji

When it comes to communication, businesses in the financial services industry need a platform they can count on; one that’s fast, secure, reliable and future-proof. With Floji, you get just that – an all-in-one solution that streamlines every aspect of your business communication, from work with colleagues and partners to client support and engagement. Getting started couldn’t be easier. And our dedicated team of experts are here to help at every step, from onboarding to optimisation. Join the waiting list today for early access.

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