Histórias de clientes

Nassau Horizontal Logo Positive Solo

Elevating customer experience with Talkdesk.

Customer Story Nassau

CASO DE USO

Serviços e Suporte

SETOR

Serviços Financeiros e Seguros

INTEGRAÇÃO

Financial Services Experience Cloud

MÉTRICA CHAVE

↓ AHT dropped by 90 seconds

↓ Transfer rate decreased by 4.5%

Nassau Financial Group leads industry innovation in customer experience, delivering cutting-edge solutions and exceptional service to clients.

Nassau Financial Group is a digitally enabled financial services provider, managing $24.3 billion in assets with $1.5 billion in adjusted capital. Founded in 2015, they have established themselves as an innovative force in the insurance industry, moving customers closer to their retirement goals through personalized service and strategic solutions.

"With Talkdesk, we can finally provide the flexibility to interact with customers on their terms, whether they want to talk to an agent or use self-service options."

Kathleen Genier AVP at Call Center Operations

At Nassau, customer satisfaction is paramount. Nassau designed a customer experience that minimizes wait times while maximizing personalization in every interaction. They deliver seamless support to help customers achieve their retirement objectives, recognizing each interaction as an opportunity to demonstrate their commitment.

Talkdesk Financial Services Experience Cloud enables Nassau to expand into new communication channels and self-service options, ensuring CX teams can meet evolving customer preferences while maintaining their commitment to personalized service.