We combine the best of marketing automation and personalized communications to reach your clients by email and phone. Our outreach is customizable to make sure your brand is at the forefront of your customers’ minds.
Your clients get access to a proprietary scheduling platform where they can book an appointment with a specialist for a time convenient for them.
A specialist who has been trained in bank platforms and the technology to support it will conduct their session and guide the client through the process, including installing software, testing transactions, and provide one on one training.
Over the course of your project, we remain 100% accountable to you and your client’s needs. We provide comprehensive reporting, disposition status, and post completion client satisfaction survey results to ensure we are delivering excellent service to your clients.
Throughout the project, we provide a skilled project manager to ensure schedules are met and the conversion runs smoothly.
If your project requires staff augmentation of an existing team, our solution is flexible to incorporate both bank and Superior specialists. Your customers receive a seamless experience while our team assists you in providing impactful support during your platform changes.