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Simplificando la experiencia del cliente con la IA de Talkdesk.

Customer Story Bankunited Imgbank

CASO DE PRÁCTICO

Servicios y Asistencia

SECTOR

Servicios Financieros y Seguros

INTEGRACIÓN

Financial Services Experience Cloud

MÉTRICA CLAVE

↑ Autopilot capacita al cliente para lograr una tasa de autoservicio del 16 %

↓ Reduce la tasa de abandono al 5,3 %

Customer Story Bankunited Imgbank

My name is Jeiner Morales. I'm an SVP, Director of Data Analytics and Business Review for BankUnited. BankUnited is a leading regional, commercial and small business bank. Headquartered in Florida, we also have locations in New York and Texas. Trust is at the foundation of everything that we do for both our clients and our employees. Talkdesk complements us by providing a secure, highly reliable, and adaptable contact center solution. I was really impressed with the technology that Talkdesk approached us with as we were beginning our design phase. What we've noticed is that our investment into Talkdesk has given us brand loyalty, has built client loyalty with us. We've actually received communication and correspondence from clients who are extremely happy. The culmination of Talkdesk and a financial institution is fantastic. Additionally, the AI driven insights, it's really helping stay ahead of the curve when it comes to providing superior customer service for our clients. If you make good use of AI features in Talkdesk like Talkdesk Navigator, Autopilot, and Agentic AI, it would help you achieve and improve every single SLA or KPIs that you have in the contact center solution. Since we implemented Talkdesk, we have seen huge improvements in our abandonment rate. We've definitely seen huge improvements in our net promoter score, customer satisfaction scores. We have seen an increase of about fifteen to twenty percent in our containment and the IVR, and it's all primarily driven by the way we built our customer journey and how AI is playing a part on channeling those interactions to the right agent. We're really thriving on Talkdesk, and I've gone through several different phone services. It's the most intuitive, the most modern, the prettiest one. So it's friendly on the eyes. It's nice to navigate around. It's been a great tool for us, and I think for the clients as well. It's just creating that experience that we needed. Talkdesk enables me to help agents' careers within BankUnited. Now I can kind of get somebody to the next level within ninety days. Before it would take me six to six months to a year. Why? Because the data was not there. The information wasn't there. Talkdesk does that all for me, which means I can focus more on developing the rep directly versus trying to find the information in the system. It's refreshing to be in business with a vendor that is not just a vendor is definitely committed to be in this journey with us and they're somebody that's heavily invested in our success as much as we are in yours.

Empleando la IA para brindar experiencias bancarias más inteligentes y personalizadas.

BankUnited es un banco nacional con sede en Miami Lakes, Florida y centros bancarios en Florida, área metropolitana de Nueva York y Dallas, Texas. El banco se enorgullece de fomentar una cultura emprendedora y colaborativa reuniendo a los mejores talentos, mentes innovadoras y audaces responsables de la toma de decisiones.

"La confianza está en la base de todo lo que hacemos, tanto para nuestros clientes como para nuestros empleados. Talkdesk nos complementa proporcionando una solución de centro de contacto segura, altamente fiable y adaptable".

Jeiner Morales SVP, director of data analytics and business systems

Talkdesk ha permitido a BankUnited mejorar drásticamente las operaciones del servicio de atención al cliente, potenciar la productividad de los agentes y aumentar la satisfacción del cliente. La automatización, el enrutamiento de llamadas y las funciones de calidad basadas en IA han impulsado la eficiencia y evitado costes, y han transformado la experiencia del cliente. Desde la implementación de Talkdesk, BankUnited ha visto una mejora de la marca y de la fidelización de los clientes, que expresan una gran satisfacción a través de la comunicación directa. La integración de Talkdesk Financial Services Experience Cloud™ y productos como Talkdesk Autopilot™, Talkdesk Copilot™, Talkdesk Identity™ y el Análisis de Interacción ha sido un rotundo éxito, ya que ha dado lugar a mejoras significativas en las métricas clave y ha transformado todo el ciclo de vida de la CX a través de Customer Experience Automation (CXA). Las tasas de abandono han disminuido, el net promoter score y las puntuaciones de satisfacción del cliente han aumentado, y la contención en el IVR ha crecido entre un 15 y un 20 %. Estas ganancias se deben en gran medida a la forma en que BankUnited ha diseñado su viaje del cliente y ha aprovechado la IA para enrutar eficazmente las interacciones a los agentes adecuados.