Whether at work or at home, it’s safe to say we're all drowning in a sea of communication channels including messaging apps, SMS, mobile or desktop calls and it's a real headache for employees working in regulated industries to keep up with the compliance while trying to cater to their clients' communication tastes.
But there's some good news on the horizon: LeapXpert has emerged as a game-changer, offering a new, comprehensive solution known as Single Professional Identity to address the challenges faced by any enterprise, and primarily those in regulated and self-regulated industries such as financial services, legal, and public service.
Prioritizing Clients' Communication Preferences
In today's client-centric world, it's essential to cater to clients' preferences. LeapXpert's Single Professional Identity enables clients to communicate with their advisors using a dedicated work phone number across their preferred communication channels. Clients can choose how they want to communicate – whether by calling, texting (SMS) or messaging (WhatsApp and the like), on the same phone number. And they can use a mix of channels and media.
The communication process is completely frictionless. Each advisor has one dedicated phone number that works across all approved channels, ensuring that clients can reach their representative seamlessly.
Here are 3 key challenges in the industry that LeapXpert can help to solve:
- “Unapproved” Messaging Channels: LeapXpert allows enterprises to incorporate new messaging channels into their communications strategy seamlessly. This flexibility ensures that clients can communicate using their preferred platforms without compromising on governance,
- Multiple Numbers for Multiple Cases: The Single Professional Identity prevents client miscommunication and the negative business impact often resulting from shared and multiple numbers per employee.
- Compliance: Any call, SMS or message sent through the Single Professional Identity is captured and archived for compliance purposes, allowing professionals to engage in interpersonal client communication without worrying about compliance issues. By capturing client messages for regulatory purposes, organizations can maintain transparency and accountability in their interactions.
Compliant Communication is a Big Challenge
Organizations must maintain ownership and control over communication data, and regulated industries must also comply with regulatory requirements. Employees use a mix of phone calls, text messages, and messaging channels such as WhatsApp, WeChat, iMessage, Signal, LINE, Telegram, and others to connect with customers. And so, it's crucial to ensure that business-related communications remain within the bounds of regulatory requirements and enterprise data governance. LeapXpert's Single Professional Identity minimizes the risks associated with these communications and helps organizations maintain a detailed record of their interactions for compliance purposes.
