Relationship Managers

Voice services for individuals and customer facing teams, supporting high-wealth individuals and clients

When your business revolves around meeting the needs of high-wealth or important clients, the level of personal service you provide is critical both in securing and then enhancing long-term and profitable relationships.

How to respond when a call comes in from one important client when you’re meeting another is fundamental to the service experience you wish to project - and the relationship you wish to protect. SmartNumbers enables financial service organisations to harness all the service assets at its disposal to provide the highest levels of service to their most important clients while ensuring no call goes unanswered.

Improved customer service

SmartNumbers presents callers with a fully joined-up service experience, based around a single telephone number which routes calls precisely as you have defined. This may be to try you at your desk, while also ringing your mobile in case you’re on the road. If unanswered, the call immediately routes to an assistant or informed team-member and provides SMS alerts to you about how the call was handled. In all cases, the call is answered in person, without the caller having to try multiple points of contact.

Service management and reporting

Relationship management administrators can manage and fine tune the service from any location and without the need for any special equipment. SmartNumbers promotes best practices in customer service by providing detailed reports on all aspects of the customer service. Service reporting is provided to administrators and managers through online monitoring screens and through comprehensive Management Information (MI) reports.

Built-in voice continuity

Should relationship managers be denied access to a branch or their usual office, SmartNumbers ensures that all customer calls will continue to flow as normal. If denied access to their office, relationship managers can dial into the service from any location and direct calls to flow to the relationship manager or associated team members wherever they are