Financial Services

Client enquiries answered, service requests tracked, relationships kept current.

Log client enquiries, track service requests, schedule reviews and renewals, and keep each client’s conversation history in front of every adviser. For banks, insurers and wealth and advisory firms.

Stronger client relationshipsOrganize enquiries, follow-ups and service communication.
More consistent follow-throughKeep responsibilities visible and on track.
A better client experienceRespond faster and maintain long-term relationships.

Solutions for different financial services

Banking, insurance and wealth teams each manage clients differently.

Banks, insurers and advisers handle enquiries, service and renewals differently. Choose your segment.

Customer enquiries logged, service requests assigned, follow-ups tracked.

Prospect enquiries followed up, existing customers' service requests answered, and every interaction visible to the staff handling it.

Works alongside core banking and lending systems.

Customer relationships
Maintain customer records, organize enquiries and track follow-up activity.
Service requests
Record customer issues and organize the work required to respond.
Internal coordination
Assign responsibilities and keep relevant tasks visible to the people handling them.
Customer engagement
Support customer communications and gather feedback.
Relevant productsCRMDeskProjectsCampaignsSSurveys

Renewals, service enquiries and client contact tracked beyond the policy.

Service enquiries answered, renewal follow-ups scheduled, and client history in front of whoever picks up the call.

Works alongside policy administration systems.

Prospect management
Organize enquiries and maintain visibility into follow-up activity.
Client communication
Keep customer details and relationship activity accessible to the relevant staff.
Service coordination
Record enquiries and organize the follow-up needed to address client requests.
Renewal-related engagement
Support planned customer communications and follow-up where relevant.
Customer feedback
Gather feedback and identify opportunities to improve service.
Relevant productsCRMDeskCampaignsSSurveysProjects

Goals, meetings and follow-ups recorded against each client.

Enquiries become meetings, and meetings become ongoing relationships. Each conversation and next step is recorded against the client.

Works alongside portfolio management and investment systems.

Client relationships
Maintain client details and track relationship-related follow-up.
Appointment coordination
Organize meeting-related tasks and follow-up activity using the capabilities available.
Ongoing communication
Support customer communications and planned engagement.
Service requests
Record client enquiries and organize responses.
Client feedback
Gather feedback to understand service experiences.
Relevant productsCRMDeskCampaignsSSurveysProjects

Behind every relationship

Every financial relationship involves more than a transaction.

One enquiry can lead to several conversations, service requests and follow-ups. Each needs an owner, a due date and a record.

EVOQ products cover the client-facing and internal work around each relationship: enquiries, communication, service requests and tasks.

  1. 01EnquiriesCustomer details and follow-up.
  2. 02Client communicationRelationship activity and ongoing contact.
  3. 03Service requestsIssues and customer follow-up.
  4. 04Internal workResponsibilities and assigned tasks.
  5. 05Customer engagementCommunications, feedback and continued relationships.

Financial Services

Start with how your client enquiries and follow-ups work today.

Tell us how enquiries, service requests and renewals are handled today, and we will show where EVOQ products fit.

Talk to an expert