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FinanciaL Services

Bank on Better Team Email Management

Have you ever had a client email about a portfolio update go unanswered because team members assumed someone else was handling it? Or perhaps multiple financial advisors sent conflicting investment advice to a high-net-worth client? With Emailgistics’ suite of tools, you can streamline your financial services team’s inbox from the comfort and familiarity of Microsoft Outlook. Try Emailgistics today!

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Templates

It’s easy and fast to reply with pre-written responses or snippets.

User Scheduling

Assign certain emails to only the team members that have the skills to handle them by creating ad-hoc sub-teams within rules.

Rules

Handle emails automatically based on content, sender, and more.

Distribution

Automatic load-balanced distribution to team members.

Back-up Assignees

Ensure the most urgent messages are always answered by routing emails to back-up teammates when an agent is unavailable.

Alerts

Get email alerts when certain conditions are met.

Customer Satisfaction

Emailgistics has the key features you need to make your customers happy.

Customer Satisfaction

Assign email with powerful workflow rules and automatic distribution, removing the need to manually assign emails.

Team Collaboration

Assign certain emails to only the team members that have the skills to handle them by creating ad-hoc sub-teams within rules.

Metrics & Insights

Ensure the most urgent messages are always answered by routing emails to back-up teammates when an agent is unavailable.