Financial Services

The mobile phone presents the perfect vehicle for marketers, CRM specialists and customer services professionals looking to get closer to their customers. No other channel presents a more targeted, instant and relevant way to engage with customers. Especially when mobile usage has reached almost full market penetration across Europe and North America, and the rest of world isn’t far behind.

The need to drive differentiation through outstanding customer service, send regular communications via a medium that is regarded as convenient and non-intrusive, and the need to keep costs to a minimum are just some of the reasons why many financial organisations are already using the mobile channel to communicate with their customers. 2ergo's Mobile Business solutions enable you to reach out to your customers in order to promote, update, inform or gather feedback in a way that hasn’t been possible before.

Mobile can help you to...

  • Reduce costs and improve efficiency
  • Achieve rapid ROI, typically within a month
  • Automate processes and enhance completion rates
  • Increase revenue by cross-selling additional products and services
  • Increase customer retention through better customer service

Read our case studies to understand how leading organisations have already cut their outbound customer service calls by 50%, reduced their marketing acquisition costs by 25%, and improved customer service by deploying 2ergo mobile CRM solutions. Contact us about our Mobile Money Transfer solution, a patented technology that enables banks and other financial organisations to send sensitive data via SMS and offer customers a safe, secure and convenient way to transfer money to friends, family and third parties via the mobile phone.

2ergo can offer you the tools to communicate with customers via text (SMS), multimedia messaging (MMS), mobile websites, WAP push, voice and email. Create professional mobile internet sites in minutes, and measure the success of campaigns via sophisticated reporting tools.

Where can mobile CRM add value to financial services?

Process alerts
Keep customers up to date by messaging them with the status of a loan, credit card or mortgage application, or informing them when their insurance is due for renewal.

Payment alerts
This security feature enables an immediate alert to be sent to customers if unusual purchasing behaviour is noted, helping to minimise risks, both to the customer and the company.

Managing risk debtors
This is a cost-effective and convenient way to remind customers who have defaulted on a payment. Customers can then immediately respond with their intentions. For example by pressing ‘1’ to say they’ve paid, pressing ‘2’ to say they’d like to pay now, or by pressing ‘3’ to say they’re having problems paying.

Up-selling / cross-selling
Mobile marketing offers a myriad of ways of maximising sales to a customer.  Keep them immediately informed of any relevant services or products in a completely trackable, cost-effective way that’s proven to have a high response rate.

Customer retention
To get closer to customers communication needs to be via a medium that is relevant, highly targeted, and timely. No other channel offers marketing, CRM and customer service professionals a more perfect way to truly interact with customers and strengthen relationships.

Mobile website
Customers expect leading brands to have a mobile web presence aswell as an online presence. 2ergo can help create and manage such a site, ensuring maximum impact and efficiency.

Secure mobile payments
Customers can make person to person (P2P) payments on their mobile safe in the knowledge that their transaction is 100% secure.

Secure data capture
Field agents can conduct credit card applications securely via a mobile phone, safe in the knowledge the customer data is securely locked and transmitted to application processing. This approach is more efficient, secure and environmentally friendly than traditional paper based processing. This solution can also be used for customer surveys to drive customer loyalty and prevent churn.