Keane provides custom-tailored unclaimed property services to serve a variety of industries, including banks, brokerages, insurers, mutual funds, and public corporations. Keane is the leading expert that public corporations rely on to avoid the escheatment of shares and provide the highest level of customer service to corporate issuers and their shareholders.
Business Challenge
Keane mails out notifications of lost shareholders and assets for compliance on behalf of their clients. When a recipient has questions and calls in, Keane needed to provide the caller with recorded information about the claim process. If the caller needs to speak with a live operator, a call transfer option must be available. Finally, a satisfaction survey option was required.
Solution
Diamond Voice worked with Keane to create a solution tailored for each client. Dedicated toll-free number numbers were assigned and routed to an Interactive Voice Response Call Flow script with step by step instructions and options for the caller.
The script is comprised of a group of answers to Frequently Asked Questions followed by options for the caller such as transfer to live agent support.
Callers are allowed to step through the entire process or jump directly to a particular function for which they need assistance.
In cases where the call is transferred to a live agent, the caller can choose to participate in a Satisfaction Survey at the end of the call. If this option is selected, the callback system, dials the caller and the caller is offered a brief survey to provide feedback. The survey consists of a touchtone response question and 1 open ended audio question. Administrators can review and download survey responses online.
Benefits:
For More information
For more information about Diamond Voice products and services, call the Diamond Voice at 888-293-1550.
For more information about Keane, call 866-421-6800 or visit the Web site at
www.keaneunclaimedproperty.com
