Real-Time Live Chat
Give your Website a Mouth
Whether you work at a bank or credit union your establishments’ reputation for solid customer service and commitment is integral to a successful financial business. It may have started with a handshake and a sack of money, but the financial industry was built upon the strength of its customer service. Over the years, the introduction of the Internet to the masses has pushed the financial world to blend with new technologies; taking banking “online”, with the establishment of interactive websites. Most of these sites allow current customers a full range of “banking” and basic information regarding various offerings but is this enough? No. Your customer service is lacking if you are relying solely on the website text and graphics to do the work. What is missing? SightMax Live Chat.

Provide Instant One-On-One Efficient Support
SightMax Live Chat allows your bank representatives “operators” to chat in real-time with customers and visitors on your website. Live chat provides a personal, one-on-one interaction with a virtual “brick and mortar” reflection of your bank or credit union. Customers really appreciate the ability to request a chat at the click of a button, while “operators” can proactively engage your visitors. This type of interaction is extremely beneficial and a convenient way to make initial contact, setup up appointments and provide information from current interest rates, mortgages, home equity LOC information, annuities, CD rates, small business loans, checking/savings accounts and so much more. By allowing questions to be handled online, each chat session is much more time efficient than employees taking telephone call after telephone call as no one waits on hold and answers to questions are handled quickly. “Operators” can also assist visitors by “pushing” them with just a click of the mouse to particular page that they are looking for or perhaps to a form they wish to complete online.

Perfect Solution for the Hearing Impaired
Further, by offering SightMax Live Chat on your website you are reaching out and helping your mature customers, or hearing impaired customers for whom it may be impossible or extremely difficult to use the telephone, the ability to interact with your bank just like any other customer. Imagine how good they will feel when they can take care of personal bank business without having to ask a friend or family member to call on their behalf just to ask a simple question or ask for assistance. SightMax takes on a whole new meaning when you think of it this way.

Secure and Private Chat Sessions
All sensitive information, such as chat transcripts and credit card numbers, are stored locally on your server.
Cost-effective, SightMax is priced for budgets small to large. Once purchased your bank owns it; with no monthly fees that have to be figured into the yearly budget. Live chat will also help you to increase your cliental, conversion rates and ROI. Additionally, SightMax is installed on a secure server at your location; this type of installation allows for customer privacy. Most importantly, all chats, including chat history transcripts are stored with your bank. Unlike outsourced solutions, you have control over your chats, privacy and security.

Promoting and Marketing your Website
Real-time monitoring also helps your banks’ marketing department by showing them from where your website visitors are originating. This gives “Marketing” a feel for what is working and what is not in its advertising. In order to better utilize advertising dollars this information gives them the opportunity to quickly adjust any PPC’s (Pay-per-click) search engine promotions to better attract prospective customers.

Real-Time Live Monitoring
Transferring Chats between Departments and Instant Messaging.
SightMax also has built-in Real-time Live Monitoring, which allows authorized employees “operators” to view real-time activity on the bank’s website. They can see who is chatting with whom, take live chat requests and proactively engage website visitors in chat. Operators can also transfer chats to other “operators” that are better able to answer specific questions, have other “operators” join a chat and more. With the built-in IM (Instant Messaging) feature in SightMax all “operator” to “operator” chats are private so the website visitor doesn’t even know you are requesting assistance unless you tell them. For example, if a prospective customer wishes to chat live with someone regarding mortgage insurance, the current “operator” can let the visitor know that they will be transferring the chat to an “operator” in that department.