We help banks strengthen customer relationships through responsive service. Our outbound communication solution allows banks to send personalized phone calls and SMS messages to customers to provide reminders, warnings, and updates. This improves advocacy and trust, as surveys show many customers only have moderate or low trust in their bank. The solution's speed, ease-of-use, accessibility, and cost-effectiveness help banks better engage customers through reminders about payments, fraud alerts, and more.

1. We help banks provide responsive service
so that their customers feel valued.
Enriching
Banking Relationships

2. OUTBOUND SOLUTION– Convey to connect
CHANGING TRENDS
In BFSI industry, connecting consistently with customers will require
that organizations understand the demographics of their markets, including the characteristics
that define their best customers, and knowing which products and services they are willing to
pay for.
44% of the surveyed customers revealed that they have complete trust
in their primary financial institution, 49% have moderate trust while only
7% have minimal or no trust. Given the value of advocacy, the organizations need to work on
how to convert these customers into their advocates.
(Source: Ernst & Young, Global Consumer Banking Survey 2014)
As a method of communication for reminders from companies,30% customers preferred phone
calls from CSR and around 35% preferred automated phone calls(IVR), 20% emails and 10% SMS
(Source : OVUM)

3. Features & Benefits of Outbound Solution
➢Speed: Fast setup allowing outbound IVR calls or SMS to be generated or sent in minutes,
saves time and efforts
➢Ease-of-Use: Reporting interface on web makes building, deploying, and managing simple
outbound communications very easy.
➢Accessibility: On-demand access from any web browser encourages to shoot outbound IVR or
SMS anytime, anywhere.
➢Personalized: Easily personalize the IVR calls or SMS with CRM or other database
➢Scheduler: Can schedule calls or SMS to be sent at a specific point of time
➢Economical: Reduce telephony charges
➢Enhances customer value by outbound contact
OUTBOUND SOLUTION– Convey to connect

4. Applications of Outbound Solution
Financial Services:
➢Reminders for EMI, overdraft notifications etc
➢Warning about Fraud Services
➢Credit card payment reminders
Insurance:
➢Claim Status and updates
➢Premium Reminders
➢New customer welcome
OUTBOUND SOLUTION– Convey to connect

5. Outbound Solution: Call Flow
OUTBOUND SOLUTION– Convey to connect

6. ➢ Phone numbers can be fetched by integrating Institute's database or its CRM
➢ IVR message to be played in outbound call or text message to be sent in SMS is uploaded
through the web interface
➢ Once the request is submitted, instantly Knowlarity server gets the data and multiple
outbound IVR or SMS are sent to the uploaded / selected phone numbers simultaneously
➢ Personalized IVR are generated for different customers with the help of Text-to-Speech
technology
➢ Calls received or failure report can be accessed through the web interface
➢ Call scheduling can be automated and customized
Outbound Solution: Call Flow
OUTBOUND SOLUTION– Convey to connect

7. OUR CLIENTELE IN BFSI INDUSTRY