Reimagining Banking for a Digital World
Driving Sustainable Innovation and Growth
Leverage our extensive BFSI expertise to adapt swiftly and effectively to industry changes. From optimizing your core systems to delivering personalized digital experiences, sandeza enables you to create better products, deliver superior services, and enhance the customer journey.
Transforming Finance with Technology
Building the bank of the future demands a strategic focus on innovative solutions for retail banking, lending and leasing, and cards and payments—while also creating new value propositions powered by transformative technologies. sandeza delivers cutting-edge capabilities across operational layers, compliance requirements, and evolving customer expectations, ensuring you’re always ready to navigate market disruptions.
Elevate Digital Maturity & Competitivenes
Enhance the profitability of your tech landscape by modernizing banking infrastructures, achieving unmatched personalization, and transforming operations. Our commitment is to help you stay ahead in an ever-evolving financial ecosystem.
Real-World Solutions
Practical solutions that delivered real, tangible results for our clients. See our work in action across industries and challenges.
Challenge
They work in currency exchange; they use Freshdesk as their CRM and Zoom Phone as their Telephony system. It is difficult for them to use two different platforms. They require to Integrate Zoom Phone with Freshdesk CRM to work effectively. Additionally, the call recordings need to be added to the Freshdesk ticket. Another requirement is to create a ticket automatically when the agent ends the call without creating it.
Solution
sandeza came up with a solution of integrating the Zoom Phone system with Freshdesk. The CCP will have two tabs, one with the Zoom Phone and the other with the Freshdesk features, where the recent call logs and contacts will be listed. When the agent is connected, they will be able to see the open tickets for the connected customer and can create a new ticket. A pop-up message appears asking the agent whether to create a ticket automatically when the call ends without creating one. The call recording URL will be added to the ticket. We also have the option of adding the call recording URL to the ticket or not.
Benefits
ARTA embeds and integrates to existing CRM platform with the custom CCP. Enables BOTs to respond calls, messages even before agent handles it. Enhanced features to show increased agent productivity in ticket call metrics and provide intelligent dashboards. Remarkable customer satisfaction provided to customers using agents and AI enabled transactions.
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