3x
Increased productivity in the financial sector
Omnichannel for Financial Services eliminates repetitive manual tasks and allows your team to focus on serving financial clients efficiently.
Omnichannel for Financial Services: the trail is no longer in four places
The service record is part of the product. When it spreads across unconnected channels, reconstructing agreements becomes a task—and a risk.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é Omnichannel para Serviços Financeiros
The Omnichannel for Financial Services by Nexloo unifies all communication channels into a single support platform, tailored to the specific needs of financial institutions. With a solution developed for the financial sector, your team automates support and regulatory compliance and focuses on what really matters: serving financial clients.
Companies in the financial sector face unique challenges in communication and client relationships. The complete Nexloo support platform addresses these challenges with accessible technology, quick setup, and proven results from hundreds of financial institutions across Brazil.
Results
Benefícios do Omnichannel para Serviços Financeiros
What changes in the operation when the customer service path is centralized in one place.
80%
Reduced response time
Serve financial institutions instantly at any time, leaving no message unanswered.
24/7
Total availability for financial institutions
Clients in the financial sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve inquiries and demands from financial institutions swiftly, enhancing the customer experience.
Features
Funcionalidades do Omnichannel para Serviços Financeiros
Recursos projetados para transformar o atendimento no segmento de serviços financeiros.
Unified multichannel inbox
WhatsApp, Instagram, Messenger, Telegram, and website chat in a single organized inbox.
Context preserved across channels
If a client starts on Instagram and continues on WhatsApp, the agent sees the entire unified history.
Intelligent routing by channel
Distribute conversations from each channel to specialized teams with configurable rules.
Consolidated reports by channel
Compare performance across channels with metrics on volume, response time, and satisfaction.
Unified inbox
All messages from WhatsApp, Instagram, Facebook, Telegram, and website chat in a single interface.
Seamless switching between channels
Continue a conversation on any channel without losing context, history, or previously collected client data.
Unique contact across all channels
WhatsApp, direct message, email, and chat from the same client become a single record. The agent sees the whole person, not just the part that came through that channel.
Unified inbox with channel filter.
Everything in one queue, with the option to check only WhatsApp when the volume gets high. Unification is the standard; separation is a choice, not a limitation.
Response on the channel where the person wrote
Those who emailed receive an email; those who contacted via direct receive a direct message. The agent types in one place, and the platform delivers to the right channel.
Merging duplicate contacts
When the same customer appears twice through different channels, the two records merge into one — with both histories preserved on the same timeline.
Distribution rules by channel
Email can go to finance and direct to sales, or everything to the same queue. The rule is yours, and it applies without anyone manually sorting.
Internal notes that the client does not see
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation being seen by the customer.
Subscription and tone by channel
Email requires formality and a signature; direct messages require short phrases. The same agent writes in the correct record for each one, with separate templates.
History survives the change of attendant
When the conversation changes hands or channels, the entire history goes along — and the customer doesn't have to start explaining from scratch.
Indicators by channel and by agent
First response time, volume, and satisfaction separated by channel. This is how you discover that email has a two-day queue while WhatsApp responds in minutes.
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Segments
Para quem é o Omnichannel para Serviços Financeiros
Financial operations that benefit the most from omnichannel support.
small financial institutions
Teams of 2-10 people
Lack of organization in support and regulatory compliance leads to lost opportunities and daily rework.
growing financial institutions
Teams of 10-50 people
Increasing demand volume exceeds the team's capacity to serve financial clients with quality.
financial institutions with multiple units
Operations with 3+ locations
Standardizing support across branches and maintaining uniform quality is challenging without centralization.
Operations with audience across multiple networks
Starting from 3 users
They receive the same customer through three different channels and treat each channel as if it were a new person.
Support with teams separated by channel
Starting from 3 users
You have one person on email, another on WhatsApp, and another on social media — and none of them see what the others have replied.
Multichannel retail and e-commerce
Starting from 3 users
Responds to the same request across different channels and ends up giving conflicting information.
Long-term relationship services
Starting from 3 users
They follow the same client for years and need to find what was agreed upon six months ago, in any channel.
Operations with support and billing
Starting from 3 users
They talk to the same person for different reasons and need a unique history to avoid contradictions.
Education and community institutions
Starting from 3 users
They communicate with families and students through various means and lose messages along the way.
Operations with distributed team
Starting from 3 users
They need anyone, from any unit, to see the same conversation and the same history.
Technical support with multiple entries
Starting from 3 users
They receive the same request via email and chat and end up treating them as two distinct problems.
Deals with consultative selling
Starting from 3 users
Leads negotiations that go through multiple channels and cannot lose the thread between one contact and another.
What sets us apart
Por que escolher Nexloo para Serviços Financeiros
What's included in the plan for multichannel financial operations.
All channels on one screen
Eliminate the need to switch between WhatsApp Web, Instagram, email, and other apps.
Consistent cross-channel experience
Clients receive the same level of service regardless of the channel chosen for contact.
Scale without multiplying tools
Add new support channels without hiring new platforms or training separate teams.
360° view of the client
Complete history of interactions across all channels, unified profile, and recorded preferences.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The conversation path is in four places.
In financial services, the record of the service is part of the product. When it spreads across channels that do not communicate, reconstructing what was agreed upon becomes a task — and a risk.
In practice
How the request earns a single path
Consolidating channels in a regulated operation isn't just about comfort: it's what makes the record complete and retrievable.
Every channel enters identified
Chat, email, and WhatsApp fall into the same queue, with the customer and request recognized.
Each message has an author.
Who responded to what, and when, is part of the record — in any channel.
The document stays in the request
Proof sent by email is linked to the proposal, without relying on forwarding.
SLA is measured by channel
The deadline for each queue is visible, and the forgotten box appears before it expires.
FAQ
Before unifying your channels.
The most common questions about audit trails, permissions, sensitive data, and SLA by channel.
How does the Omnichannel for Financial Services work in practice?
The Omnichannel for Financial Services by Nexloo was specifically developed to meet the needs of the financial sector. The solution unifies all communication channels into a single support platform, tailored for financial institutions. In practice, financial institutions can set up the tool in minutes, connecting their support channels and customizing flows for support and regulatory compliance. The system learns from interactions and becomes more efficient over time, allowing your team to focus on serving financial clients instead of repetitive operational tasks.
Does the Omnichannel for Financial Services have a free plan for financial institutions?
Yes, Nexloo offers a 7-day free trial with full access to the Omnichannel for Financial Services for financial institutions. Professionals in the financial sector can set up the system, connect preferred channels, and test with real support and regulatory compliance demands without financial commitment. No payment information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports financial institutions throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Omnichannel for Financial Services to the systems I already use?
Connecting the Omnichannel for Financial Services with tools used by financial institutions is done without the need for programming. Nexloo offers ready-made connectors via Zapier and webhooks for the most popular systems in the financial sector, as well as a RESTful API for specific integrations. Financial management, scheduling, and marketing software can be integrated directly. For financial institutions with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up the Omnichannel for Financial Services?
The initial setup of the Omnichannel for Financial Services for financial institutions takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automatic messages for the financial sector. Advanced features such as complex automations and integrations with specific systems of financial institutions may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the financial sector that significantly speed up the initial setup and reduce the learning curve.
Is the Omnichannel for Financial Services safe for client data in the financial sector?
Absolutely. The Omnichannel for Financial Services meets specific security requirements for financial institutions, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees can view sensitive client data in the financial sector. Features such as automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information processed by financial institutions.
Why choose Omnichannel for Financial Services instead of managing channels separately?
Managing channels separately in the financial sector means switching between multiple windows, losing context between interactions, and duplicating configurations. The Omnichannel for Financial Services consolidates everything into a single interface optimized for financial institutions, with a unified history for each client, cross-channel automations for support and regulatory compliance, and consolidated reports that show real performance in serving financial clients across all channels.
How soon will I see results using Omnichannel for Financial Services?
Initial results with the Omnichannel for Financial Services are visible within the first 48 hours, especially in response speed and organization of support for financial institutions. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the financial sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved within the first month for operations with a regular volume of interactions.
Last step
Where is your trail splits into four
A short conversation to gauge how much of your support lacks retrievable records with authorship.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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