Call Analytics for Financial Services2023-10-22T10:47:52-07:00

CALL ANALYTICS SOLUTIONS FOR THE FINANCIAL SERVICES INDUSTRY

Improve Productivity | Reduce Expenses | Secure Your Data

Schedule a Free Consultation and Demonstration

Encompassing a diverse range of companies, the financial services industry is one of the economy’s most important and influential sectors. Yet, as diverse as it is, each entity in this sector faces similar challenges. Challenges that include reducing expenses, increasing productivity, securing data and blocking cyberattacks as well as adhering to government compliance standards.

Whether you are a retail, commercial or investment bank, a tax or accounting service, a credit card company or insurance provider, SierraGold by SAI is the perfect call analytics solution to help your financial services organization master these common challenges and meet your unique objectives.

Talk With an SAI Financial Services Telemanagement Expert

MEASURE YOUR FINANCIAL SERVICES PRODUCTIVITY FOR TANGIBLE RESULTS

Talk With an SAI Financial Services Telemanagement Expert

At SAI, our mission is to provide a set of web-based reporting tools that help executives in the financial services industry meet and exceed their revenue, profit and productivity objectives. SierraGold provides the tools and methods the financial services industry needs to continuously measure and verify actual business communications between employees, customers and business contacts. Our clients tell us they’re achieving tangible results using these tools and methods. And we stand behind our products and services with performance guarantees tied to actual business results.

SECURE YOUR DATA AND BOLSTER YOUR FINANCIAL SERVICES CYBERSECURITY

Financial Services is where the money is, which makes this sector an enormous target for cybercriminals. SierraGold provides the tools necessary to detect insecurities in telecom infrastructure, helping minimize liability from data breaches, data loss, fraud and other cybersecurity threats.

SierraGold WatchDog constantly monitors CDR for threats, and sends an alert when one is detected. Your staff immediately knows if your data is compromised. WatchDog, always alert, is the tool you need to bolster your cybersecurity.

Talk With an SAI Financial Services Telemanagement Expert

GAIN CLARITY INTO YOUR TELECOM RECORDS TO AID IN CORPORATE COMPLIANCE

Data protection laws and regulations, such as Sarbanes-Oxley and the General Data Protection Regulation (GDPR), require business compliance. To help you comply with these regulations and protect your telecom systems from cybercrimes, SierraGold provides the ability to collect, store, monitor and analyze your CDR. You will gain clarity into your telecom records with access to data and reports which answer all call-activity requests. Resulting information can also be filtered and formatted to import into most financial systems for further analysis.

For more than 30 years, SAI has helped many financial services companies respond to and comply with legal inquiries, e-discovery and corporate policies.

Talk With an SAI Financial Services Telemanagement Expert

POWERFUL BUSINESS INFORMATION FOR ALL AREAS OF YOUR FINANCIAL SERVICES COMPANY

SierraGold provides a practical solution for financial services companies to manage multiple, foreign and domestic, electronic carrier bills by merging this eclectic data mix into standard call accounting reports. These standard reports allow you to uncover cost discrepancies and enable a complete breakdown of all corporate telecom expenses by incorporating equipment charges, credit card billing, governmental aggregation data, negotiated third-party rates, message unit hierarchies and rate banding.

SierraGold allows you to combine your telecom expenses with organizational data to automatically assign usage charges to responsible entities and send them to your general-ledger system. This enables business-unit accountability by appropriately dividing and allocating telecom expenses between departments as well as prorating charges based on actual usage.

Talk With an SAI Financial Services Telemanagement Expert

THE INSIGHT YOU NEED TO CREATE BOTTOM-LINE RESULTS FOR YOUR FINANCIAL SERVICES COMPANY

Define and manage your telecom and network expenses by deploying SierraGold to allocate, audit and ultimately reduce telecom costs. Through SierraGold Insight, you can use your call detail records reporting to ensure financial and IT accountability as well as accurately allocate costs for all mobile and PBX sources. Root out empty trunks, gateways and circuits, eliminate unused or underused equipment and find capacity to maximize utilization. Adjust trunk, gateway and circuit capacity to handle peak traffic and maintain service-quality levels. Locate the best path for least-cost routing of outbound calls.

Talk With an SAI Financial Services Telemanagement Expert

These are just a few of the ways SAI can help improve your financial services company’s bottom line. We will work with you to locate every opportunity to reduce your telecom costs and monetize your financial services company’s CDR, equipment and services. When it comes to call analytics for financial services companies, SierraGold by SAI is the answer.

Go to Top