Handling sensitive customer information: On the phone or online?

OABPO Blog Team Published on June 2, 2014

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Should banks and healthcare providers handle sensitive customer information on social networks? Open Access BPO explains why call center support services should remain as the main channel for handling certain cases.

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The emergence of the multi-channeling trend has enabled companies to deliver customer service through any channel available today. This was largely brought by the public’s demand to get service through the platform they prefer and find to be the most convenient for them.

Brands yielded by bringing customer service to where their market spends much of their timeโ€”on social media. Now, Facebook, Twitter, and other social networks are used as customer service tools. Despite the customers’ preference to relay concerns online, however, they are still reticent about giving sensitive information, particularly financial data, on the Internet.

This is what Javelin Strategy & Research revealed in a report, saying that “the large majority of Americans have strong misgivings about mixing personal finances and social networks.” If this is the case, then how could your online representatives properly address problems that were sent to your brand’s social networking accounts?

Disclaim and remind

This should be a top commandment for companies, particularly those under the finance, healthcare, or any industry that handles personal, financial, or even basic contact information of customers. There should be a note posted prominently on your page stating that social media is a public space, so transactions and information that customers send could be visible for others to see. This should discourage them from including any data that could be compromising to their safety and privacy if spilled or stolen.

The reminders should be constant and staple in every message, too. On Twitter, for example, your representatives should reply to tweeted problems by asking users to discuss the matter further via direct message but not include PINs, passwords, and account numbers even on Direct Messages.

Redirect to phone

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If none of those important details should be divulged, then how can social media be an effective customer service channel? In cases that involve sensitive information, social networks work more of a bridge than a channel.

Online CSRs must only ask for the customers’ phone number so that the problem could be transferred and dealt with in a secure and appropriate channel, which is the phone. This is why for banks and healthcare providers, call centers remain to be the main point of contact even if customers initially brought an issue to a website.

To answer the main question, sensitive cases must only be handled in the most secure communication channel that your company uses. Between the phone and the Internet, the phone is still safer, considering the fact that there are more concrete laws protecting consumers from data threats in this channel. Until safer measures are implemented on the Internet, social networks must stay as an avenue for fixing less sensitive customer issues only.

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Open Access BPO 12 hours ago
Your #IVR plays a crucial role in your #CustomerService and in establishing your brand's image.
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๐—ข๐—”๐—•๐—ฃ๐—ข ๐——๐—ฎ๐˜ƒ๐—ฎ๐—ผ ๐—ง๐—ฒ๐—ฎ๐—บ ๐—–๐—ผ๐—บ๐—ฝ๐—น๐—ฒ๐˜๐—ฒ๐˜€ ๐—™๐—ถ๐—ฟ๐˜€๐˜ ๐—”๐—ถ๐—ฑ ๐—ง๐—ฟ๐—ฎ๐—ถ๐—ป๐—ถ๐—ป๐—ด, ๐—ก๐—ผ๐˜„ ๐—–๐—ฒ๐—ฟ๐˜๐—ถ๐—ณ๐—ถ๐—ฒ๐—ฑ ๐—ณ๐—ผ๐—ฟ ๐—˜๐—บ๐—ฒ๐—ฟ๐—ด๐—ฒ๐—ป๐—ฐ๐˜† ๐—ฅ๐—ฒ๐˜€๐—ฝ๐—ผ๐—ป๐˜€๐—ฒ

Open Access BPO reaffirms its dedication to fostering a safe and supportive work environment for its employees. Our Davao team recently organized an Occupational First Aid and Basic Life Support training program in collaboration with the Philippine Red Cross - Davao City Chapter.

Participants underwent comprehensive basic life support techniques, including cardiopulmonary resuscitation (CPR), wound management, and patient transportation. Upon successful completion, our team members were certified as first aiders, enabling them to respond effectively to on-site emergencies.

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This initiative underscores Open Access BPO's commitment to prioritizing the health and well-being of its workforce. By equipping employees with vital first aid skills, the company empowers them to take proactive measures in ensuring a safe and secure workplace for all.

๐˜—๐˜ฉ๐˜ฐ๐˜ต๐˜ฐ ๐˜ด๐˜ฉ๐˜ฐ๐˜ธ๐˜ด ๐˜–๐˜ฑ๐˜ฆ๐˜ฏ ๐˜ˆ๐˜ค๐˜ค๐˜ฆ๐˜ด๐˜ด ๐˜‰๐˜—๐˜– ๐˜‹๐˜ข๐˜ท๐˜ข๐˜ฐ ๐˜ฆ๐˜ฎ๐˜ฑ๐˜ญ๐˜ฐ๐˜บ๐˜ฆ๐˜ฆ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜—๐˜ฉ๐˜ช๐˜ญ๐˜ช๐˜ฑ๐˜ฑ๐˜ช๐˜ฏ๐˜ฆ ๐˜™๐˜ฆ๐˜ฅ ๐˜Š๐˜ณ๐˜ฐ๐˜ด๐˜ด ๐˜ต๐˜ณ๐˜ข๐˜ช๐˜ฏ๐˜ฆ๐˜ณ๐˜ด ๐˜ข๐˜ง๐˜ต๐˜ฆ๐˜ณ ๐˜ด๐˜ถ๐˜ค๐˜ค๐˜ฆ๐˜ด๐˜ด๐˜ง๐˜ถ๐˜ญ๐˜ญ๐˜บ ๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ฆ๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฉ๐˜ฆ ๐˜๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜ˆ๐˜ช๐˜ฅ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‰๐˜ข๐˜ด๐˜ช๐˜ค ๐˜“๐˜ช๐˜ง๐˜ฆ ๐˜š๐˜ถ๐˜ฑ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต ๐˜ต๐˜ณ๐˜ข๐˜ช๐˜ฏ๐˜ช๐˜ฏ๐˜จ.

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Swift resolutions not only rescue satisfaction but elevate your brand's reputation and strengthen #BrandLoyalty.

Turn challenges into opportunities!
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๐—ข๐—ฝ๐—ฒ๐—ป ๐—”๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ ๐—•๐—ฃ๐—ข (๐—ข๐—”๐—•๐—ฃ๐—ข) ๐—ฟ๐—ฒ๐—ฐ๐—ฒ๐—ป๐˜๐—น๐˜† ๐—ฐ๐—ผ๐—ป๐—ฐ๐—น๐˜‚๐—ฑ๐—ฒ๐—ฑ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ฒ๐—น๐—ถ๐—บ๐—ถ๐—ป๐—ฎ๐—ฟ๐˜† ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ถ๐˜๐˜€ ๐—ถ๐—ป๐—ฎ๐˜‚๐—ด๐˜‚๐—ฟ๐—ฎ๐—น ๐—ฒ-๐—ด๐—ฎ๐—บ๐—ถ๐—ป๐—ด ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฒ๐˜๐—ถ๐˜๐—ถ๐—ผ๐—ป, ๐˜๐—ต๐—ฒ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—”๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€ ๐—•๐—ฃ๐—ข ๐— ๐—ผ๐—ฏ๐—ถ๐—น๐—ฒ ๐—Ÿ๐—ฒ๐—ด๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ง๐—ผ๐˜‚๐—ฟ๐—ป๐—ฎ๐—บ๐—ฒ๐—ป๐˜.

Over 30 teams of Mobile Legends enthusiasts from the outsourcing firm's Makati and Davao offices signed up for the highly anticipated tournament.

Thirteen teams have advanced to the semifinals, setting the stage for even more intense competition.

The semifinals and grand finals will take place next week. Winners will receive the follow:

๐‚๐ก๐š๐ฆ๐ฉ๐ข๐จ๐ง: P25,000
๐Ÿ๐ง๐ ๐๐ฅ๐š๐œ๐ž: P15,000
๐Ÿ‘๐ซ๐ ๐๐ฅ๐š๐œ๐ž: P10,000

Five players will also receive P2,000 each for exceptional gameplay in the five roles: Mid, Exp, Jungle, Roam, and Gold.

OABPO launched the event to foster camaraderie, teamwork, and healthy competition among employees.

Beyond the competitive aspect, the tournament serves as a valuable team-building exercise, encouraging employees to work together towards a common goal. The company also hopes that the event will help boost morale and create a positive work atmosphere.

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