Financial

Financial

Transforming Client Interactions with Omnichannel Technology

With our advanced solutions, we enhance every touchpoint to create a seamless and personalized customer experience, ensuring more efficient and assertive communication across all channels

ITBX is part of our network of partners, providing support and peace of mind.
seguros bolivar
Mariela Sandino
National Director of Administrative Support | Seguros Bolivar

Designing Unique Experiences for Your Customers

We understand that a positive experience and a focus on customer satisfaction (CX) are essential in the financial sector. That’s why we are dedicated to developing meaningful interactions that build trust and loyalty, overcoming the challenges of today’s environment

Customized Solutions

We develop tailored solutions and customized designs to address the specific needs of each client

Customer Journey

Enhance every stage of your customer journey with strategies focused on delivering an exceptional experience

KPIs, Measurement, and Control

Monitor and manage performance through key indicators and advanced measurement tools

Committed to Ensuring High-Quality Service

We are committed to providing exceptional service tailored to the unique needs of the healthcare sector, ensuring patient satisfaction and well-being in every interaction

Support and Training

We provide ongoing support to your team and specialized training to maximize the use of our platform
> Fast and efficient service, guaranteed by experts available 24/7
> Intuitive training and integrated tools for a more effective team

Security and Availability

We provide advanced protection and constant access, ensuring the integrity and availability of your data
> ITBX protects your clients' information with the best security practices
> Trust our technology to safeguard your data and deliver quality service

Flexibility and Scalability

Our technological solutions adapt to your requirements and scale with you, offering limitless flexibility
> We guarantee 99.99% uptime with leading providers
> Customize your platform and focus on your customers' experience

Committed to Enhancing Workforce Productivity

Increasing productivity in the financial sector is essential; that’s why we offer comprehensive solutions that optimize processes and allow executives to focus on what really matters: customer satisfaction

AI and Automation

We integrate artificial intelligence and automation into your processes to maximize operational efficiency, optimize workflow, and ensure faster, more accurate, and effective operations

Self-Service and Efficient Automation

We implement smart bots to provide seamless self-service, allowing clients to manage transactions, resolve inquiries, and streamline key actions autonomously

Advanced System Integration

We connect your IT tools, such as ERP or CRM, to create a more efficient experience for your clients, leveraging all available data to personalize each interaction and optimize their journey

Synchronized Omnichannel Experience

We provide a well-orchestrated, personalized experience, ensuring smooth communication and quick access through clients' preferred channels with relevant and proactive content

Our platform, built on a solid and reliable structure, enables the financial sector to optimize productivity through remote work. We leverage cloud benefits to ensure secure and efficient access to key tools from any location, ensuring executives can focus on delivering quality service without interruptions

Remote Work

We facilitate remote work in the financial sector with technology that ensures efficient collaboration from anywhere

SaaS - PaaS - IaaS Platform

Leverage our cloud-based technology solutions for flexible, agile, and scalable infrastructure

Design Service Experiences Across All Digital Channels for Your Clients

Telephony and Voice

SMS and HSM

Voice and Chat Bots

WhatsApp and Social Media

AI - Speech Analytics

API - Integrations

Some of Our Clients: Financial Sector Leaders
This sector faces significant technological challenges and disruptive business models, where the key differentiation in the market lies in the customer experience at each stage of their journey

Based on data analysis from both capture and consultation, we continuously measure each process to manage customer contact in a scalable and controlled manner, covering multiple channels efficiently

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Information Security

Reduce information security risks with our omnichannel platform that integrates advanced data protection and cybersecurity measures, ensuring transaction safety and information confidentiality

Regulatory Compliance

Facilitate regulatory compliance through integrated communication solutions within our platform, ensuring that all interactions and processes adhere to current regulations

Channel Availability

Deliver a consistent and personalized experience across all channels with our platform, ensuring coherent and efficient interaction at every touchpoint.

Easy Management

Simplify and automate collection processes using our bot and chat center tools for effective and organized communication with clients, improving efficiency and outcomes

We integrate with your CRM or ERP system to optimize information management
Discover How to Take Your Business to the Next Level
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