UBI Banca

Relies on Genesys to provide a highly differentiated customer experience

UBI Banca wanted to create a virtual customer experience equal to or better than the one they received at the branch. It had to guarantee fast access to experts and consistent, personalised service across all touchpoints – web, mobile, and social media.

Genesys worked with the bank to understand the nature of incoming inquiries and analyse customers’ journeys. This insight was applied to redesign system logic and introduce intelligent routing.

Around 70% of standard queries, like bank balance requests, have been automated. UBI Banca can determine the right time to engage web visitors, over the right channel, using the right agent. Proactive channel management’s also helping UBI Banca retain and win business.

Benefits

  • New insight into contacts and customer journeys
  • Better product targeting and promotion
  • Improved customer retention and acquisition

Challenges

  • Retain and attract clients
  • Move to omnichannel banking

We have to be able to leverage interactions with our clients in the best way. Genesys was a solution that could help us in achieving this goal.

Enrico Ugoletti, Head of Direct Channel Business Services, UBI Sistemi e Servizi (UBI Banca Group)

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