Digital Messaging for Banking and Finance

Why do financial institutions love ITC?

  • Workforce optimization. Banks working with ITC have been able to reduce staffing requirements by 30%, while doubling customer engagement.
  • Customer satisfaction. Banks that value customer experience (CX) leverage ITC to provide greater access to convenient services – earning more customer love!
  • Agile innovation. ITC works with financial institutions to quickly develop new functionality, pushing them to the leading edge of CX innovation.

ITC Prioritizes Security and Privacy

Identity Verification


Verify your customers’ identities to ensure the safe communication of sensitive information.


Data Redaction


Permanently erase sensitive information from the ITC system, ensuring the security of your customers’ data.

High Standards


ITC’s high standards in security and compliance has made it the trusted tool for financial organizations.

Empower Your Team To Fully Assist Customers

Secure authentication is essential for verifying your customers’ identities and for enabling your agents to fulfill customer requests while protecting the security of their personally-identifiable information (PPI) – all without having to switch to phone.

Identity Verification


Choose between simple identity verification options and more sophisticated solutions.

Automatic or Manual Verification

You can choose automatic authentication via CRM integration or enable agents to authenticate manually.

Secure

Hosting


Host the authentication dialog from behind your company’s firewall or let ITC host it for you.

Secure authentication is essential for verifying your customers’ identities and for enabling your agents to fulfill customer requests while protecting the security of their personally-identifiable information(PPI) – without having to switch to phone. However, when digital engagements require an exchange of sensitive information, the conversation must be transferred to a secure channel, which interrupts the agent’s workflow and increases customer frustration.


The solution: secure authentication that briefly diverts customers off-channel in a seamless way to verify their identity before returning to that same digital channel to complete the interaction – allowing for a fluid user experience for both parties.

Leaders in Banking Innovation

TD Bank prides itself on providing "legendary customer experience"  to their customers, and are blazing a trail as digital customer service pioneers:

  • TDBank was the world's first major bank to offer customer service through Facebook Messenger.
  • The first Canadian bank to offer SMS customer service.
  • The first Canadian bank to offer customer service via Twitter chatbot.

ITC IS:

Mobile: Customers can connect from anywhere to ask questions on their own time.


Concurrent: Phone calls are 1-to-1. Digital enables support of 3-5 customers at once.


Efficient: Digital is more efficient than phone.

Are you protecting your customer data?

Safeguard customer data to prevent data theft and be GDPR compliant.

Simply click to learn more about how ITC's Digital Desktop can work for you.

© In The Chat. All Rights Reserved
Waterloo: 609 Kumpf Drive, Waterloo, ON 519.954.8591

Toronto: 33 Bloor St East Toronto