Brokerage firms and other financial institutions have a critical need to analyze voice and data information exchange on a daily basis. Frequently measuring employee interaction with customers is necessary for verbal order placements, cold-calling quota efforts as well as regulatory compliance. Samples of how Microcall is utilized in financial institutions include:

  • Historical reporting to track call trends and confirm order placement.
  • Daily reports to confirm cold-calling minimums and/or to use for incentive programs.
  • Ad-hoc reporting to guard against “Do Not Call” lists.
  • Call data storage / archive for regulatory compliance.
  • Employee call tracking to confirm customer satisfaction, employee productivity, and excessive personal calls.

Microcall Report Distribution

Microcall reporting is available in Desktop Dashboards as well as through a browser, and can also be scheduled for automatic email distribution.

Easy Access to Critical Data:

  1. Dashboards revealing real-time call analytics right on the user’s desktop.
  2. Microcall Report Generator allowing users to create & save an unlimited number of reports.
  3. Unlimited Remote User Access with Windows Authentication – easy browser access to perform instant call searches as well as obtain detailed reporting.
  4. Scheduled, Automatic Email Reports – hourly, daily, weekly, monthly.