Team Inbox Management for Financial Services

The financial services industry is an increasingly competitive space full of incumbents and new arrivals. Over the last decade, the growth of fintechs providing online banking, P2P payments, direct insurance, trading platforms and virtual financial institutions has changed the nature of client relationships in the industry.

Email has emerged as a primary medium for exchanging documents, dealing with queries, and processing claims. As an asynchronous, transactional communications protocol, email is the perfect mechanism for handling inbound communications traffic from clients and customers.

And, of course, all financial services institutions operate within the constraints of strict regulatory environments. Not only is it important from a customer-relations standpoint to set and meet aggressive service level agreements, it is typically a requirement to have a strong audit trail of inbound and outbound client communication.

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Emailgistics quickly and easily provides your business with:


  • Productivity Boosts: Route emails efficiently and keep agents focused on their assignments.
  • Customer Satisfaction: Redirect time and energy away from manually assigning messages to  actually answering them.
  • Workflow optimization: Ensure that messages get to the correct agents as quickly as possible; set up customizable standard responses to simplify and speed up replies to frequent inquiries.
  • Analytics: Measure and manage team inbox traffic, productivity, performance against SLAs, and more.