CTI for Financial Services

Unlock the Potential of Your Financial Services Institution

Spikes in interaction volumes, surging demand for digital channels, and the proliferation of hyper-personalized financial products have made delivering exceptional sales and service in the financial services industry today challenging.

Only 27% of customers feel the financial services industry provides great service and support

And while most organizations are pivoting quickly in order to adapt, many still face lingering obstacles to growth and profitability. It’s what’s got many financial services evaluating technologies like computer telephony integration (CTI) to support digital demands and reprioritize customer experience.

Scroll on to learn more about how your financial services organization could benefit from CTI from InGenius!


Connect with an expert

All fields required
finserv photo

Ignite Agent Productivity

Upland InGenius helps financial institutions in insurance, banking, wealth and asset management, lending, and global markets deliver on new customer expectations and provide more personalized sales and service digitally and at scale. By connecting leading telephony systems to Salesforce using computer CTI, we help organizations like Ameriprise Financial, E*TRADE, and Intact improve customer satisfaction, reduce operational costs, and track everything – smarter.

InGenius has helped financial services institutions…

  • Increase case handling capacity by 50%
  • Reduce call handling time by 1 minute per call

Increase Client Satisfaction

Your clients have higher expectations and more choices than ever before. Use CTI from InGenius to bring customer need to the forefront of every conversation and build deeper, longer-lasting relationships. Features like screen pop and screen transfer mean your clients receive a warm greeting aren’t stuck repeating information. Customizable call log templates automatically capture critical call information so your agents can focus on the conversation rather than the paperwork.

InGenius has helped financial services institutions…

  • Increase Net Promoter Score by 20%
  • Increase the odds of First Call Resolutions
finserv photo 2

Implementing Upland InGenius was smooth and simple. It wasn’t a lot of effort to have such a huge impact on our organization.

Justin Glass
Chief Digital Officer, United Wholesale Mortgage

telphony benefit 1

Connect Your Telephony System to Salesforce Using InGenius

In order to meet the moment and return to growth, financial services institutions are rethinking their core strategies — from the products they offer, to the markets they serve, to how they operate. That’s where we come in.

Built on 20 years of experience, InGenius offers unparalleled expertise in the field of CTI and contact center optimization. Talk to one of our in-house experts today about how we can help you modernize your operations to deliver unmatched sales and service.

Connect with an expert

The most important thing is time spent on the phone. We need the reps to be 100% focused on what they’re saying, not tied up in the little details.

Ya Yun Chan
Resale Integrated Sales Manager, 2-10 Home Buyers Warranty

InGenius Makes Salesforce Better for Financial Service Companies

Built on the world’s #1 financial services platform, InGenius extends Salesforce’s core functionality by integrating your most empathetic channel – voice.

A trusted AppExchange Partner since 2012, InGenius has a proven history of amplifying the Salesforce product roadmap and bringing new innovations to life for Salesforce customers. Compatible with the latest Salesforce innovations, including:

  • Omni-Channel for seamless experiences across channels
  • Service Cloud Voice for Partner Telephony (BYOT!)
  • Salesforce Lightning (or stick with Classic, it’s your choice)
  • Sales Cloud, Service Cloud, and Financial Services Cloud

Download the product brief

Turn Your Team Into a Client-Delighting Machine

Empower your advisors to take control of their work and offerings. Upland Software offers solutions for knowledge management, compliance management, customer sentiment analysis, and more. Talk to us about getting preferred pricing for financial services organizations and bundling products to save more.

Zurich logo
brinker capital logo
21- home buyers logo

Connect with an expert

Get started now