Financial Services
The starting point
For inbound calls where there was no direct contract relationship, there was no way to digitally send conversation information to the representatives' task management. Lead inquiries without an existing customer file were lost.
Our solution
Development of an online application that captures conversation data in a structured form and transmits it directly to the mobile and stationary workplace systems of representatives via a REST interface.
Results
Complete Capture: Reliable documentation of all lead inquiries
Mobile-First: Direct delivery to mobile and stationary workplace systems
Process Integration: Seamless connection to existing task management
Tech stack
Angular NDBX (Frontend)C# ASP.NET Core (Backend)REST APIMobile IntegrationThird-party System Interfaces
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