Elevating Member Engagement: Unleashing AI with Five9 and Sandbox Banking
August 22, 2024
At Five9, we're proud to collaborate closely with partners like Sandbox Banking to set new benchmarks in customer and member experience for the financial services sector. Our partnership is gaining momentum for all the right reasons, and the results speak for themselves.
In today’s rapidly evolving financial services landscape, customers and members expect instant access to critical information and responsive service. The collaboration between Five9 and Sandbox Banking offers a cutting-edge solution that enables banks and credit unions to not only meet but exceed these expectations, transforming CX and driving long-term loyalty.
If you represent a bank or credit union, I highly recommend you keep reading to learn how this powerful integration can help you deliver exceptional experiences for your members and clients.
Seamless Integration for Superior Service
One of the key advantages of the Five9 and Sandbox Banking partnership is the seamless integration between the Five9 Intelligent CX Platform and Sandbox Banking’s iPaaS (Integration Platform as a Service), Glyue™. As one of the only iPaaS solutions that was designed specifically for financial institutions, Glyue™ enables a smooth connection between your contact center and core banking systems like Jack Henry and Fiserv.
This integration gives your agents real-time access to critical account holder information, enabling them to deliver quick, personalized service. Imagine a sales rep who, with just a few clicks, can access a member or customer’s loan history, recent inquiries, and account details. This instant access to information enables the rep to offer tailored loan solutions more efficiently, speeding up response times and greatly enhancing the customer experience.
By offering personalized, efficient service, your institution not only meets customer or member expectations, but also builds lasting loyalty. Customers and members remember exceptional service, and they’re more likely to remain loyal to a bank or credit union that consistently delivers.
Omnichannel Support for a Better Experience
Consumers today expect to interact with their financial institutions through the channels most convenient for them, whether that’s voice, email, messaging, mobile, or video. Integrating Glyue™ with the Five9 platform enables financial institutions to offer seamless omnichannel support, allowing members or customers to connect via their preferred channels.
This omnichannel capability supplies agents with the tools they need to deliver consistent, informed support across all touchpoints. Whether an account holder initiates contact via email and then follows up with a phone call, the agent will have a complete view of the interaction history. This level of continuity and personalization improves service quality, strengthening trust between the institution and its members.
Beyond streamlining inbound communication, the Five9-Sandbox Banking integration empowers your institution to proactively engage with customers or members. By analyzing interaction data across channels, you can identify trends, anticipate needs, and reach out to customers or members with timely, relevant offers and support. This proactive approach not only enhances service but also boosts account holder satisfaction and loyalty.
Future-Proofing Customer or Member Engagement
As consumer expectations evolve and new technologies emerge, staying ahead of the curve is crucial for financial institutions. The Five9 and Sandbox Banking solution is built to adapt to these changes, keeping your institution competitive in a dynamic market.
This integration offers the flexibility to incorporate new technologies and respond to shifts in customer and member behavior. As AI and machine learning advance, they can be integrated into the Five9 platform to enhance account holder service capabilities (pro-tip: see Five9 AI Genius). With tools like AI Knowledge and AI Insights, your institution will be well positioned to leverage new technologies for improved service delivery.
Driving Long-Term Success
In a highly competitive market, providing exceptional CX is no longer just a nice-to-have — it’s a must. By leveraging the combined power of Five9 and Sandbox Banking, your institution can offer CX that fosters loyalty and drives long-term success by positioning your institution as a customer care leader.
The financial services landscape is changing rapidly, but with the right tools and partnerships, your institution can not only keep pace with but set the standard for excellence. Set your members, customers, and your business up for success with next-level CX.
To learn more about the Sandbox Banking’s Glyue™ connector for Five9, visit the Five9 CX Marketplace.
Download Five9 and Sandbox Banking use cases and view a workflow example by clicking here.
