The need for secure communications in financial services
9 in 10
37%
35%
238%
Financial services companies can finally connect with everyone. Stress-free.
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Talk to clients
Connect with clients across different communication channels and apps they already use on a daily basis.
Talk to colleagues
Improve internal communication and team collaboration efforts. Empower your staff to always have easy access to important information and to their colleagues.
Talk to vendors
Collaborate with vendors involved in delivering financial services for your clients. Whether they use Slack, Microsoft Teams, Skype for Business, email, or other channels, you can talk with them all using Rocket.Chat.
Keep Your clients’ data protected
Freely communicate with your clients without sacrificing their privacy.
Freely communicate with your clients without sacrificing their privacy.
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Improve operational efficiency
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Automate key touchpoints
Leverage smart workflows to streamline repetitive work. Use our chat API to automate routine customer outreach by sending timely and relevant messages that inform and engage your customers throughout their journey.
Client-centric contact center
Automatically route clients to the right agents to address their needs. Transform your clients’ experience using self-service and chatbots. Resolve cases faster with automated workflows.
Improve provider collaboration
Use channels, threads, and discussions to easily collaborate and communicate with colleagues and external vendors. File sharing functionalities make it easy for providers to exchange customer information in the most secure way.
Access full client conversation history
Full client conversation history enables providers to easily find and access important client information. No matter which communication channels your clients uses, the entire conversation is available in one place.
Reduce phone calls
Prompt your clients to start texting instead of calling. Modernize the way you connect with your clients and say goodbye to hours spent on phone calls, phone tags, and voicemails.
Boost user adoption
With Rocket.Chat, clients don’t have to install yet another app to connect with their financial providers. They can use existing channels and apps such as Whatsapp, SMS, email, and social media, resulting in higher user adoption.
"We went from 4 to a single support platform"
