Broker & Financial
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Create an exceptional experience for your valued customers with solutions for Broker & Financial.
The brokerage and financial business in Thailand plays a vital role in the country’s economy. Accuracy and speed in providing services are of paramount importance.
Protocol has developed solutions for the Broker & Financial industry and plays a part in helping Broker & Financial businesses provide efficient, fast, and professional services, building lasting trust and satisfaction with their clients.
1. We provide a comprehensive Call Center (QM) system.
It is a call center management system with features for measurement, analysis, statistical reporting, and easy management via a web browser.
The system includes both real-time and statistical reporting.
1. Real-time and Live Agent
- Display the Real-time Monitoring screen and the Live Agent screen for the Supervisor.
- Displays the total number of incoming calls, the waiting time, and the talk time.
- It has a function to broadcast messages to the call center operator’s screen.
2. Historical Report
- Displays detailed call information along with the conversation audio file.
- Displays the number of missed calls, the contact channel, and the call status after it has been disconnected.
- Display service statistics in daily, hourly, or weekly formats.
- Reports are available showing the performance of call center staff, with both overall and individual details.
- Reports can be exported in various formats, including Excel and PDF.
2. Develop a standard API for connecting to customers' CRM systems.
3. System security that meets standards.
Protocol is committed to data security. We utilize a cloud-based system certified to international security standards and comply with all laws and regulations relating to the confidentiality and security of financial information.
Our friendly sales team and expert staff are ready to assist you. Call us or contact us through our various communication channels for consultation or service inquiries.
