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Zoho Blog</title><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/theme/css/zoho-blogs-wp-theme.css" /><link rel="stylesheet" media="all" href="https://blog.zohowebstatic.com/sites/zblogs/common/css/zohodblogs.css" /><script type="text/javascript">(function(w,s){var e=document.createElement("script");e.type="text/javascript";e.async=true;e.src="https://zohotagmanager.cdn.pagesense.io/ztmjs/9e14ca550fb345518206a5a65a40a7a9.js";var x=document.getElementsByTagName("script")[0];x.parentNode.insertBefore(e,x);})(window,"script");</script></head><body site="zohodblogs" data-prdname="cliq" data-prdname-display="Zoho Cliq" class="post-template-default single single-post postid-7306 single-format-standard i18n-en category-cliq path-node page-node-type-article-content"><div id="page" class="site"><div class="site-inner"><header id="masthead" class="site-header" role="banner"><div class="header-nav"><div class="brand-logo"><div class="hamburger-btn"><div class="hamburger-bar"></div></div><a href="/blog/" rel="home">Blog</a></div><div class="header-right-bar"><div class="header-search"><span class="btn-search fa fa-search icon-button-search"></span><form action="/blog/" method="get" role="search" id="searchform_topbar" class="search-top-bar-popup search-form"><label><span class="screen-reader-text">Search for:</span><input type="search" class="search-field-top-bar" id="search-field-top-bar" placeholder="Search…" value="" name="s" /></label><button type="submit" class="search-submit search-top-bar-submit" id="search-top-bar-submit"><span class="fa fa-search header-search-icon"></span><span class="screen-reader-text">Search</span></button></form></div><div class="language-selector header-lan-picker disabled"><span class="select-language"></span></div></div></div></header><div class="header-product-link"></div><div id="content" class="site-content container"><div id="primary" class="content-area row"><main id="main" class="site-main col-md-8 col-sm-12 col-xs-12" role="main"><article id="post-7306" class="post-7306 post type-post status-publish format-standard has-post-thumbnail hentry category-zoho-cliq tag-zohocliq tag-cliqfeatures"><header class="entry-header"><h1 class="entry-title">Zoho Cliq for banking and financial institutions</h1><div class="entry-info"><div class="posted-info"><span class="posted-on">Posted on <time class="entry-date published" datetime="24-02-13IST08:46:32+00:00">February 13, 2024</time></span><span class="posted-on updated-on">Last Updated On <time class="entry-date published updated" datetime="24-09-11IST16:36:56+00:00">September 11, 2024</time></span><span class="author-info"> by <a href="/blog/author/janecynthia-sh">Jane Cynthia</a></span></div><span class="read-info"><span class="read-time">4</span> Mins Read</span></div></header><div class="entry-thumbnail"><img width="" height="" src="https://blog.zohowebstatic.com/sites/zblogs/images/cliq/og_images/cliq_roles_in_bfsi-aep_1.gif" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="Zoho Cliq for banking and financial institutions" /></div><div class="entry-content"><p>The banking sector has a crucial need for intuitive communication software. When internal communication is weak, managing inter- and cross-departmental processes becomes challenging. This pours over into external communication until maintaining a seamless connection with clients and stakeholders begins to feel like a balancing act. </p><p>Yet, it's about more than just user-friendliness; security and reliability are also important. Not long ago, two global leaders in <a href="https://www.reuters.com/article/idUSKBN2751LK/" rel="noopener" target="_blank">financial services</a> left their company due to a compliance breach, which was linked to their use of a consumer messaging application. This highlights the necessity to select the right communication tools and adds pressure to the banking industry as companies search for suitable software. </p><p>Meanwhile, it's also essential for banks to acknowledge the substantial benefits of successful communication, ranging from increased customer satisfaction to trust-building in client relationships and the streamlined efficiency of various processes. While the stakes are undeniably high, the rewards of effective communication in the banking sector are equally significant. </p><p>Let's explore the key factors the banking sector requires in communication software and how Zoho Cliq supports these needs. <br /> </p><h2>What banks look for in communication applications</h2><p>Banks prioritize 24/7 availability as their foremost requirement, seeking a platform that guarantees seamless communication across global time zones. Safety and reliability are essential, demanding robust security measures and consistent message delivery to safeguard sensitive information. Additionally, adaptability to technological changes is crucial as the banking sector continually evolves; a top-notch communication app should effortlessly integrate with emerging technologies. Beyond these key criteria, factors like compliance, a user-friendly interface, and integration capabilities are additional advantages in communication software.</p><h2>How does Zoho Cliq help with collaboration in the BFSI sector?</h2><p><a href="https://www.zoho.com/cliq/" rel="noopener" target="_blank">Zoho Cliq</a> emerges as the ideal communication software for various reasons. Here are just a few.</p><h3>Secure messaging and collaboration platform</h3><p>Zoho Cliq stands out as a secure messaging and collaboration platform tailored for a diverse range of functions within the banking sector. Zoho Cliq enables seamless collaboration among agents, front desk staff, and entire teams by streamlining customer onboarding processes and boosting teamwork. With the ability to conduct month-end review meetings, efficient and organized discussions can be facilitated. Zoho Cliq prioritizes protecting sensitive data with a strong security posture that includes audit logs, private chat options, retention policies, and eDiscovery capabilities. The platform also comes with various compliance certifications, attesting to its commitment to meeting and exceeding industry standards.</p><p><img alt="" height="auto" src="https://blog.zohowebstatic.com/sites/zblogs/images/cliq/blogimages/screenshot_2024-01-31_at_4.24.24_pm.png" width="900" /></p><h3>Seamless task and project management</h3><p>With its innovative features that enhance user experience, Zoho Cliq is more than just a communication and collaboration platform鈥攊t also acts as a task and project management platform. It ensures a holistic approach to collaboration by allowing customers' details to be seamlessly included in channels through bots.</p><h3>Tight integration with finance apps</h3><p>One of Zoho Cliq's distinctive features is its integration with financial tools such as Stripe, Zoho Expense, and Zoho Books, providing a one-stop shop for all financial needs. By seamlessly integrating the desk bot integration, the platform makes effective problem-solving achievable and provides an instant and effective way of resolving customer issues. Moreover, Zoho Cliq extends its functionality by supporting integration with various apps, ensuring compatibility with essential tools within the banking sector. This capability not only streamlines operations but also enhances the overall efficiency and adaptability of the communication platform.</p><p><img alt="" height="auto" src="https://blog.zohowebstatic.com/sites/zblogs/images/cliq/blogimages/audit_log_banner_from_figma_2.png" width="900" /></p><h3>Accessibility on all devices</h3><p>Zoho Cliq is available on laptops, desktops, iPads, iPhones, and Android devices. This ensures banking professionals and managers stay connected and can collaborate on the go. </p><p><img alt="" height="auto" src="https://blog.zohowebstatic.com/sites/zblogs/images/cliq/blogimages/screenshot_2024-01-31_at_5.04.35_pm_2.png" width="900" /><br /> </p><h2>To put it briefly</h2><p>Robust communication software plays a significant role in the banking industry. Zoho Cliq emerges as an ideal solution, offering 24/7 availability, security, adaptability, and seamless integration with financial apps. If you have any questions, feel free to reach out to us at <strong>support@zohocliq.com.</strong></p></div><footer class="entry-footer clearfix"><span class="cat-tags-links"><span class="cat-links"><span class="cat-icon"><i class="fa fa-folder-open"></i></span><span class="screen-reader-text">Categories</span><a href="/blog/cliq" rel="category tag">Zoho Cliq</a></span><span class="tags-links"><span class="tags-icon"><i class="fa fa-hashtag" aria-hidden="true"></i></span><span class="screen-reader-text">Tags</span><a href="/blog/tag/zohocliq" rel="tag" > #zohocliq</a>, <a href="/blog/tag/cliqfeatures" rel="tag" > #CliqFeatures</a></span></span></footer><div class="entry-author-info clearfix"><div class="author-avatar"><img width="72" height="72" src="https://blog.zohowebstatic.com/sites/zblogs/images/author_profile/avatar.png" class="avatar avatar-72 photo" alt="" loading="lazy" sizes="(max-width: 72px) 100vw, 72px" /></div><div class="author-description"><p class="author-title"><a 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