Account Balances and Transfers
Banking customers dial a number to gain access to a variety of services such as fund transfers, loan payments and balances, deposits, etc.

Stock Market
A Computer Telephony system accesses individual customer profiles that are automatically updated during the day. This permits investors to call about the status of their investments.

Cash Management
An automated cash management system allows store managers to call in from any area of the country to report their deposits. Data received by phone can be calculated by a central computer, and reports can be generated in far less time.

Currency/CD Rates
Up-to-the-minute prices on foreign currency and certificates of deposits are of particular interest to traders and investors. A more sophisticated system allows for purchase via transferring funds.

Lending Rate Information
The system provides an interactive loan questionnaire that prompts them to enter information about the amount of their loan and the desired repayment schedule, which in return uses this information to calculate payments.

Tax Assistance
City, state and federal tax authorities provide customers with free tax assistance. Private firms can provide personal tax assistance for a fee by directing callers to agents who answer their questions over the phone.

Credit Card Account Information and Collection
This type of system provides customers with current account information. Callers retain the option of transferring to an agent at any time. On the outbound side, credit collection calls can be automated, reminding those who called in, those payments are overdue and prompting them for expected payment dates.