Zoho Cliq for banking and financial institutions

Zoho Cliq for banking and financial institutions

The banking sector has a crucial need for intuitive communication software. When internal communication is weak, managing inter- and cross-departmental processes becomes challenging. This pours over into external communication until maintaining a seamless connection with clients and stakeholders begins to feel like a balancing act. 

Yet, it's about more than just user-friendliness; security and reliability are also important. Not long ago, two global leaders in financial services left their company due to a compliance breach, which was linked to their use of a consumer messaging application. This highlights the necessity to select the right communication tools and adds pressure to the banking industry as companies search for suitable software. 

Meanwhile, it's also essential for banks to acknowledge the substantial benefits of successful communication, ranging from increased customer satisfaction to trust-building in client relationships and the streamlined efficiency of various processes. While the stakes are undeniably high, the rewards of effective communication in the banking sector are equally significant. 

Let's explore the key factors the banking sector requires in communication software and how Zoho Cliq supports these needs. 

What banks look for in communication applications

Banks prioritize 24/7 availability as their foremost requirement, seeking a platform that guarantees seamless communication across global time zones. Safety and reliability are essential, demanding robust security measures and consistent message delivery to safeguard sensitive information. Additionally, adaptability to technological changes is crucial as the banking sector continually evolves; a top-notch communication app should effortlessly integrate with emerging technologies. Beyond these key criteria, factors like compliance, a user-friendly interface, and integration capabilities are additional advantages in communication software.

How does Zoho Cliq help with collaboration in the BFSI sector?

Zoho Cliq emerges as the ideal communication software for various reasons. Here are just a few.

Secure messaging and collaboration platform

Zoho Cliq stands out as a secure messaging and collaboration platform tailored for a diverse range of functions within the banking sector. Zoho Cliq enables seamless collaboration among agents, front desk staff, and entire teams by streamlining customer onboarding processes and boosting teamwork. With the ability to conduct month-end review meetings, efficient and organized discussions can be facilitated. Zoho Cliq prioritizes protecting sensitive data with a strong security posture that includes audit logs, private chat options, retention policies, and eDiscovery capabilities. The platform also comes with various compliance certifications, attesting to its commitment to meeting and exceeding industry standards.

Seamless task and project management

With its innovative features that enhance user experience, Zoho Cliq is more than just a communication and collaboration platform—it also acts as a task and project management platform. It ensures a holistic approach to collaboration by allowing customers' details to be seamlessly included in channels through bots.

Tight integration with finance apps

One of Zoho Cliq's distinctive features is its integration with financial tools such as Stripe, Zoho Expense, and Zoho Books, providing a one-stop shop for all financial needs. By seamlessly integrating the desk bot integration, the platform makes effective problem-solving achievable and provides an instant and effective way of resolving customer issues. Moreover, Zoho Cliq extends its functionality by supporting integration with various apps, ensuring compatibility with essential tools within the banking sector. This capability not only streamlines operations but also enhances the overall efficiency and adaptability of the communication platform.

Accessibility on all devices

Zoho Cliq is available on laptops, desktops, iPads, iPhones, and Android devices. This ensures banking professionals and managers stay connected and can collaborate on the go. 


To put it briefly

Robust communication software plays a significant role in the banking industry. Zoho Cliq emerges as an ideal solution, offering 24/7 availability, security, adaptability, and seamless integration with financial apps. If you have any questions, feel free to reach out to us at support@zohocliq.com.


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