Interactive Voice Response (IVR) for Financial Service Companies

Organize and streamline your incoming call volume with an automated interactive voice response (IVR) system. Forward and redirect calls, offer after-hours customer service, and improve office productivity.

IVR for financial Services
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IVR for financial services

Interactive Voice Response: The Basics

Interactive voice response is a highly effective automated voice response that answers incoming calls and assists callers. This system works by allowing a computer to use voice and digital signals to interact with customers. IVR systems are built with prerecorded messages and a set list of tasks they can assist customers in completing. Callers, in turn, respond by pressing keys on their phones’ dial pad or saying words to generate a response from the system.

Businesses of every kind can use IVR to interact with customers when employees or agents are busy. Even though IVR is a simple tool and easy to set up, many managers and business owners are not entirely aware of its benefits. Here we will look at how IVR can help financial service companies specifically.

Financial Services That Can Benefit from IVR

First, who can take advantage of this office automation tool? Any financial service company that relies on a high incoming call volume can use IVR to distribute calls and help callers complete simple tasks without an agent’s help. Here are some businesses that should consider including IVR in their office communication system:ivr for finance

  • Banking services
  • Family investment
  • Wealth management
  • Foreign exchange services
  • Credit card networking
  • Investment services
  • Insurance services
  • Venture capital
  • Debt resolution
  • Private equity, and more

Whether interested individuals are calling to learn about your products and services or existing customers need support, this automated service can filter calls and organize them so that your team is more prepared to help callers.


Ways Your Business Can Use Interactive Voice Response

Setting up the ideal IVR system for your finance company is easy. It all depends on how you want to set up and personalize your IVR system. From directing callers to voicemail to initiating payment processes, here are some tasks the IVR can handle:

  • Welcoming callers
  • Assisting callers when reps are unavailable
  • Collect information beforehand for the agent
  • Transfer calls to appropriate departments
  • Offer information about products and services
  • Help them make payments
  • Schedule meetings
  • Verify/authenticate account information
  • Provide account balance information
  • Provide payment history
  • Activate credit/debit cards
  • Register complaints
  • Provide customer service

Cloud-based phone service providers like Global Call Forwarding allow you to customize the automated system in a way that suits your business needs. Whether you are a start-up or large corporation, IVR can help streamline your calls and reduce the amount of time agents spend on mundane tasks. Agents are, therefore, freed to focus on more complex tasks.

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How to Get IVR?

Global Call Forwarding offers this service with each of our virtual phone number plans. To get the service:
  1. Sign up for a virtual phone number on our homepage.
  2. Select your new business number.
  3. On the next page, choose from additional features like Call Recording, Outbound Calling, or SMS Forwarding.
  4. Complete your payment.
  5. Set up the IVR through your control panel.
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Creating a Good Interactive Voice Response System

There are different ways to set up an IVR system. You can choose to make it with one level or multiple levels. For example, the first level could be selecting language preferences or stating geographical locations. Then, the call can either be transferred to the right agent, keeping language and location details in mind. For instance, if the caller is from a certain state or country, the call can be routed to the business’ office in that area.

The next set of menus can depend upon the different categories of tasks you want to offer your callers. For example: For account information, Press 1. To make a payment, Press 2. To activate a credit or debit card, Press 3. For information about new products and services, Press 4. And so on. Learn more about how to create the perfect IVR template here.

All Plans Include

  • advanced ivr IVR/Auto Attendant
  • call recording Cloud Call Recording
  • voicemail Virtual Voicemail
  • unlimited extensions Call Flow Designer
  • time of day Time of Day Routing
  • country forwarding Geographic Routing
  • simultaneous ringing Simultaneous Ringing
  • sequential forwarding Sequential Routing
  • account management Outbound Calling
  • country forwarding Outbound Caller ID
  • account management Number Masking
  • failover forwarding Failover Routing
  • enterprise api Call Blocking
  • local ringback Local Ringback Tone
  • fax to email Fax to Email
  • greeting Rollover Minutes

Organize and Make Your
Communications Efficient

By organizing and distributing calls, this automated service can create an organized and productive communication system and, by extension, office environment. This tool is especially useful during the busy season or periods of high call volume. Interested in getting IVR for your financial service company? Call us at 1 (888) 908 6171.
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