Who we help / Banks and telcos

Banks and telcos

Branch, contact-centre and field teams spend the day in other people's problems, then go home with their own.

Targets, difficult calls and public-facing work add up.

Raising a hand on a busy floor is harder than answering a private text.

The reply stays with the people your organisation trusts to help.

Free 2-week pilot: Custom SMS check-ins + AI-4U, up to 10 staff, decision within 7 days.

Illustrative image of a professional in a suit outside a glass office building.
Illustrative image. Not a WellbeingSolutions staff member or client.

What a reply looks like

Hi Nathan, how are you going this week? Reply Yes if you're OK, or No if you need support

No. The calls have been hard and I need support.

Thanks for telling us, Nathan. Someone from the support team will be in touch soon. Always remember, you are never alone.

Illustrative image of a person wearing a headset at a desk.
Illustrative image. Not a WellbeingSolutions staff member or client.

Common pressures in Banks and telcos

  • Contact-centre targets and a queue that does not pause.
  • Difficult calls, then the next one already waiting.
  • Branch and field work in public, with little room to step away.
  • After-hours faults and outages that pull people back in.

How teams use it

Branch and contact-centre teams get a Monday check-in. After a run of difficult calls, or an outage that keeps people late, the same text goes out again. Leaders see anonymous totals. The people who reply No are connected to support, so the lines stay covered.

By the numbers

What support and leaders see

Example screen

Roles

NameDescription
AdministratorThis profile will have all the permissions.
Professional SupportAccess to selected features only
HR ManagerAccess to all features apart from employee replies.
Business AdminManage contacts and send check-ins.

Professional Support Permissions

ContactsOnView, Edit
Support ActionOnView, Create, Edit, Close
NotesOff
UsersOff
Professional Support sees the replies and the support record. Leaders see anonymous totals.

EXAMPLE REPORT, FICTIONAL DATA Fully customisable in Power BI

All
All
All

No. of New Cases

YearMonthCount
2025October12
2025November15
2025December9
2026January8
Example leadership report. Fictional data. Fully customisable in Power BI.
Example psychosocial assessment screen with fictional data
Example psychosocial assessment screen. Fictional data.

A small message. A clear next step.

Reach out early. Make the next step easier.

A wellbeing service only helps when people can find it, use it and trust what happens next.

  1. 01

    Check-in sent

    A proactive wellbeing check-in, or after an incident or emergency event.

  2. 02

    Replies triaged

    Replies are free for employees*, and every reply is acknowledged.

  3. 03

    Who needs help identified

    People who ask for support are flagged for follow-up.

  4. 04

    Connected to professional support

    Your preferred professional support.

*Once connected to your communication provider.

After triage

More than a text message: what happens after someone asks for help

  1. 1

    Check-in sent

    The business writes its own check-in text and sends it to staff.

  2. 2

    Instant reply and triage

    When someone replies 'No', the system sends a warm reply straight away and flags them for support.

  3. 3

    Professional support notified

    The business's professional support or EAP gets an email with the person's name, mobile number, the question asked and their answer.

  4. 4

    The full story, in confidence

    Support signs in and opens the person's profile to see their history.

  5. 5

    A conversation that captures what matters

    Support records the call in the contact section, with the person's name if they agree or anonymously if not.

  6. 6

    A clear plan

    Support creates a support action with guidance for the person and books a follow-up call.

  7. 7

    No one falls through the cracks

    If a follow-up isn't updated in time, the system escalates and alerts the business admin to assign someone else. The admin is only told the callback is overdue, never the person's details.

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