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!
Getting Started
Request a demo specific to your industry
Getting Started
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.
