FCA CRM telephony PCI compliant software with built-in call recording. Affordable, easy to set up with many powerful features that the financial sector love because they comply with FCA regulation.
FCA CRM Telephony PCI Compliant – icomplete.com
FCA CRM Telephony PCI Compliant
FCA CRM telephony PCI compliant software with built-in call recording. It is ideal for businesses within the financial sector. It offers an affordable, easy to set up system with many powerful features.
Automated Work Flow
Track sales and client renewal dates with automatedrule triggers via automated tasks, email or sms reminders
Ensure the sale process and follow ups are done in a timely manner
Forecasting and projections reporting to measure incoming revenue
Automated client reminders and follow up tasks for annual tax returns, monthly payroll, CIS reminders, policy renewals, insurance reminders
FCA CRM Telephony PCI compliant
Financial organisations are able to keep on the right side of the FCA guidelines:
Integrated VoIP telephony call recording/muting, click2call – PCI compliant
Pop up scripting to avoid mis-selling of products or services
Direct Mail letters just 54p per letter to print, post and send from the system to clients
E-signature legal documentation for signed contracts or annual renewals