Organizations across industry and government are increasingly shifting focus towards customer experiences, requiring a reevaluation of their customer engagement strategies. Developments in mobile and web technologies coupled with increasing adoption of those technologies across customer bases present organizations with an opportunity to simultaneously increase operational efficiencies and improve the customer experience. A well-executed omni-channel customer engagement strategy ensures that these benefits are realized.


Understanding your customer base, their habits and preferences is key to developing a successful omni-channel engagement strategy and prioritizing digital engagement channels. Some customer interactions are better suited for synchronous channels like web or text chat while other are a better fit for asynchronous interactions like secure messaging. Organizations should also consider which customer interactions can be serviced through self-service channels or AI such as a chatbot/virtual assistant.

Introducing new service channels alone does not guarantee customer satisfaction or improved efficiencies. To fully realize the benefits of modern customer engagement tools, legacy system should be modernized and seamlessly integrated with new channels. This will allow your organization to engage with your customers where they feel the most comfortable while prioritizing and incentivizing interactions most efficient to the transaction and providing your service staff with a single view of all customer interactions.


Customers increasingly show a preference towards chat conversations. Chat is not only convenient for your customers but, also allows your service representatives to assist multiple customers at the same time, increasing productivity and service levels. Web chat allows for document exchanges and can escalate to a voice/video conversation and integrate seamlessly into your call center environment.

Virtual Assistant

Many general inquiries and even many account specific inquiries requiring customer authentication can be addressed through AI based Virtual Assistant or chatbots freeing up your CSRs to hand more complex customer needs. For those more complicated customer issues, the Virtual Assistant can escalate the service interaction to a live CSR via chat or phone.


Co-browse is an extension of chat, which can improve handle times and conversion rates by allowing your CSRs to guide your customers through transactions on their browser.


Automatically notify your customers of important information (appointment reminders, due dates, etc.) via email, SMS and mobile notifications.


Email can be used as a simple way for customers to submit general inquires where the subject matter of is not sensitive. Omni-channel platforms can offer workload management, message routing and CRM capabilities that will greatly improve your email interactions with customers.

Secure Messaging

Secure Messaging, like email, is well suited for asynchronous interactions that are traditionally handled by mail. These communications can cut down cycle time and increase customer confidence. Secure Messaging communications are non-domain crossing and encrypted, providing a level of security and privacy that email does not. Financial institutions and healthcare providers commonly use Secure Messaging. Audits and mortgage applications are commonly conducted via Secure Messaging.


Organizations cannot afford to ignore their traditional phone service channel. Modern IVR systems allow for self-service, call back capabilities, voice and credential-based authentication and tight coupling with other service channels.


DigitalForge has helped our customers source and implement omni-channel communications platforms, as well as develop prioritized roadmaps for digital communications capabilities, develop processes and provide platform administration and employee training.

Ask us how we helped a large customer achieve 92% customer satisfaction scores, increase throughput by more than 300% and reduce cycle times by 30%, through omni-channel customer engagement.