CUSTOMER COMMUNICATION MANAGEMENT USE CASES

Most of businesses which serve same clients over long period of time (recurring clients) will benefit from Clientele Digital Customer Communication Management Solution. These are the most common types of businesses we serve:
Insurance Use Case
Insurance brokers

Insurance brokers and agents invest most of their time in communication with clients: phone calls, emails, various messengers, SMS. Adoption of one communication system to automate recurring notifications, messages, reminders, follow ups signing document online, accepting payments online can save up to 30% of time and serve clients better.  See more...

Law Firms Clientele Digital Use Case
Law Firms

Lawyers and clerks spend a lot of their time in communication with clients: phone calls, emails, numerous messengers, SMS, answering same questions. Adopting a system to automate recurring notification, messages, reminders, follow ups can save significant amount of time and serve clients better. See more...

Accounting Use Case
Accounting firms

Many accountants and assistants struggle during tax seasons trying to keep up with repeated communication with clients: phone calls, emails, different kinds of messengers, SMS, answering same questions. Adopting a system to automate recurring notification, messages, reminders, follow ups can save significant amount of time and serve clients better. See more...See more...

Wealth Management use case with Clientele Digital
Wealth Management firm

Financial Advisers  and assistants work hard explaining the same financial products and concepts in repeated communication with clients: phone calls, emails, veri messengers, SMS, answering same questions. Adopting a system to automate customer education, recurring notification, messages, reminders, follow ups can save significant amount of time and serve clients better. See more...

Clinics Clientele Digital Use Case
Medical Clinics

Medical practices lose precious time and money on no-show appointments, follow ups, scheduling and communication with clients: phone calls, emails, various messengers, SMS, answering same questions. Adopting a HIPAA and GDPR compliant system to automate customer education, recurring notification, messages, reminders, follow ups can save significant amount of time and serve clients better. See more...

Real Estate Broker Use Case Clientele Digital
Real estate brokers

Real Estate brokers and agents spend their days in repeated communication with prospects,  clients and other agents: phone calls, emails, multiple messengers, SMS, answering same questions. Adopting a system to automate showinns schedule, recurring notification, messages, reminders, follow ups can save significant amount of time and serve clients better. See more...

Enterprise Use Case
ENTERPRISES with RECURRING clients

Establishing effective client communication processes by adopting single omni channel customer communication management system will deliver transformed experiences to your customers by offering personalized communication across channels. Improve up sell and cross-sell opportunities across touchpoints, including e-mail, SMS, social, web, and business applications. See more...

Small Medium Business Use Case
COMPANIES WITH RECURRING CLIENTS

Customer communication management system can benefit many types of companies with recurring clientele from mortgage brokers to hair salons. Covid 19 reality already transformed many traditional businesses into online companies. Learn how Clientele Digital can help your business to better serve clients online. See more...

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