The Account Management Agent for the Financial Services industry is pre-trained to take inbound calls to check balances, check transactions, manage personal information, request documents, change PINs, activate cards, and other transactions.

Verify Customer 
Collects and verifies customer information against account records including name, account number, and security information.

Check Balance
Provides account information including bank account or credit card balance, withdrawals, deposits, checks paid, and transactions made.

Check Transaction
Collects information about transaction or fee in question, clarifies transaction, and asks customer if she wants to contest entry.

Manage Personal Information
Collects changes from customers such as address and contact information, and makes changes to account record.

Request Documents
Collects information from customer including requested documents and preferred sending method, verifies address, email, fax, and processes request.

Change PIN
Collects lost PIN report or change PIN request and informs customer of process to receive new PIN.

Activate Card
Collects security information and completes debit or credit card activation process.

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