Centralizing communications saves you time that you can use towards serving your clients better.

Employee experience​ impacts the customer experience. Productive internal collaboration leads to increased customer satisfaction.  Banks need digital solutions with a baseline for collaboration and flexibility to support tools that are used in broad range of scenarios; using them to improve internal business processes and transforming the customer experience.

At CafeX, we understand what customers and employees need to realize effective digital engagement. Clients want higher levels of involvement in the form of information and personalization from their banks, and banks need to capitalize on this.

In part, this is because when Relationship Managers (RMs) use digital platforms, they imitate the level of personalization that they achieve in-person. The RM’s role has been predicated on personal interaction​. With Challo’s unified approach to communication and collaboration, an RM can deliver a high-level, personal service with the added efficiency of being digital.

Challo makes the transformation to digital engagement seamless and secure by integrating with the bank’s larger digital framework. With Challo, banks set up workspaces personalized for each client. This way the RM satisfies the high demand for involvement and information on behalf of the client without having to deliver this material after it’s needed and inefficiently.

Digital engagement with your client should be just as personal as when with them in-person.

This is significant because it evolves the idea of personalization in banking. With digital technologies RMs can provide more informative recommendations to their clients simply because they have more resources in doing so.

Using Challo the RM can do the following:

• Record and transcribe all their meetings with clients.
• Return to transcriptions and map out an investment plan specific the client’s specifications.
• Share reports and portfolios.
• Provide links to information and resources or upload them to the workspace.
• Chat with the client any time whether on their computer or using the Challo mobile app.

The client can use the bank’s portal, and their account, to access Challo directly.  Challo is the location for the RM to commune with the client and develop their investment needs.

Challo provides one accessible location for both the client and the RM to communicate. With Challo, RMs have a holistic view into their client’s information so that they can then present them with recommendations that more accurately align with their goals.