ATG, e-Commerce Software & e-Commerce Solutions, Click to Call, Click to Chat

ATG for the Financial Services Industry


Challenges Ahead

Nearly 80 million Americans conduct some sort of financial services transaction online. However, online growth rates are actually slowing dramatically compared to previous years and many consumers still prefer banking offline. According to Forrester Research, the majority of consumers still want human assistance to validate their purchase decisions.

One of the main concerns with online banking remains the fear of security issues, with more than 54 percent of online financial services applicants abandoning their transactions before submitting their forms.

The reality is that consumers who use multiple channels tend to be the most valuable. Giving them the same sense of security and service across online and offline channels is paramount to growing your business.

Our Approach

ATG Optimization Services such as eStara Click to Call and Click to Chat help online customers gain the security and confidence they need to complete online transactions, by enabling companies to provide live assistance on demand - personally, proactively and immediately.

Business Benefits

As competition increases for online financial services products, the companies that are best positioned to capture the online business of high-value consumers are those that differentiate themselves by guiding customers through every step and offering interactive help at strategic points during the transaction. eStara Click to Call is the ideal solution to increase online revenue, reduce Web site abandonment, and improve customer loyalty and contact center efficiency. A recent report from Forrester Research finds that firms that are successful in implementing interactive help, including online chat and Click to Call, are quick to move consumers from the Web to the phone.

Our solutions have been vetted by some of the world's leading global financial institutions to ensure their customers' privacy and security.

Case Studies

esurance
A leading online insurance provider, esurance has seen great results using Click to Call over the last few years, including increased inbound prospect inquiries and reduced Web site abandonment by up to 25 percent.