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Empowering Financial Advisors with IoT: A Case Study on Hearsay and Twilio
技术
- 功能应用 - 企业资源规划系统 (ERP)
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 水泥
- 设备与机械
适用功能
- 销售与市场营销
用例
- 语音识别
- 时间敏感网络
服务
- 系统集成
挑战
即使在最好的时期，规划您的财务未来也是一项艰巨的任务。处理投资组合管理和人寿保险保单等复杂事务需要真实、人性化的接触。 Hearsay 构建了一个金融服务客户参与平台，帮助顾问利用数字渠道最大限度地接触潜在客户、优化客户参与并以合规的方式提供卓越的服务。
关于客户
美国家庭保险公司 (American Family Insurance) 和嘉信理财 (Charles Schwab) 等 100 多家全球领先的企业金融公司依靠 Hearsay 的平台为其顾问提供所需的工具，以指导客户做出一些最重要的财务决策，尤其是在不确定时期。 Hearsay 的客户是在全球运营的中型金融服务公司。
解决方案
Hearsay 试图帮助客户通过语音和短信等更加个性化的一对一渠道建立更深层次的客户联系。他们选择 Twilio 是因为它易于集成且提供多渠道服务。使用 Twilio 可编程消息传递和可编程语音，Hearsay 使超过 200,000 名财务顾问能够为其客户提供安全的指导，并可以灵活地使用他们的个人设备。 Twilio 可编程语音使财务顾问能够更轻松地完成工作，Hearsay 的客户通过利用其授权功能显着提高了工作效率。
运营影响
数量效益
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