Brokerage Houses close more deals through intelligent handling of calls.

Investors want to reach a specific broker quickly. They are often driven by an urge to complete the deal immediately and if they spend time waiting, they may get frustrated and decide not to make the deal at all – or do business with a competitor.

Close more deals

An investor hears that nanotechnology is finally taking off after several years of speculation and wants to invest in nanotechnology companies immediately. The investor calls your company to discuss with a broker who has expertise in that field.

Your contact center knows, based on your employee skill profiles, which brokers have the correct area of expertise. With the Lekane Solution brokers can indicate their availability and have the information regarding the call delivered to them when away from their desks.

Seize the moment

Lekane’s solution gives your experts the information they need to carry out their jobs whilst mobile. Incoming calls are enriched with background information allowing your employees to maximize their effectiveness.

Information relevant to your experts such as market sector news, can be sent to their mobile device enabling them to react in an appropriate manner. For example a market news item is delivered to the experts mobile device. Reading the news, the broker can view a list of their clients whose portfolios are affected by the news. The broker can view the details of the customers’ portfolios, and based on this decide to call those clients that should take a timely action.

Additionally, tailored stock data can be delivered to an experts device, keeping them up to date with market conditions.

Capture quality information

Lekane’s solution enables you to capture information regarding mobile calls with your clients. The expert can submit post-call notes, either as free text or predefined forms, bringing contact center grade quality to your mobile enterprise interactions.