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Fiserv Integration

Your Customer's Full Banking Picture. Right When They Call.

NovelVox embeds real-time Fiserv data directly into your agent’s desktop — eliminating screen-switching and giving agents the context they need to resolve, upsell, and serve from the very first second.
Explore Agent Workflows

Built for banks and financial institutions running Fiserv

Customers expect agents to have ready access to their details. Instead, agents are piecing together context from disconnected Fiserv modules, CRM tools, and department systems. While the customer waits, the satisfaction drops.
NovelVox acts as the unified workspace between Fiserv and your contact center. All customer data on one screen, for every agent, on every call. This gives agents full visibility into the customer relationship, turning every interaction into an opportunity.

NovelVox benefits for Fiserv users

One interface for accounts, cards, loans, and transactions. Agents stop switching; customers stop repeating.

Customer profile surfaces on call arrival. Authentication built in. No manual search.

Agents get a complete view of the customer relationship in real time — enabling personalized product recommendations during live interactions.

Card blocks, transfers, account opening, loan processing — triggered directly from the desktop into Fiserv.

Post-call notes and dispositions write back to Fiserv automatically. No re-entry, no gaps in customer records.

Pre-built connectors to Fiserv and all major contact center platforms.

How It Works

NovelVox operates as the middleware and UI layer between Fiserv and your contact center — no rip-and-replace required.

Connectivity

Bi-directional API integration. Reads customer data from Fiserv; writes interaction outcomes back in real time.

Automation

Inbound call triggers instant Fiserv lookup. Customer context is ready before the agent speaks.

Control

Agents execute transactions in-context. Actions write directly to Fiserv — no copy-paste, no tab switching.

Governance

Every action logged with agent ID, timestamp, and outcome. Role-based access. SOC 2 Type II certified.

In Action: Fiserv NovelVox integration

Customer calls about an unauthorized charge. Agent sees card status, flagged transactions, and dispute history on screen pop. Agent blocks card and files dispute in one call, no transfer needed.

Customer asks about a loan balance or payoff amount. Agent sees full loan details, payment history, and live payoff quote and initiates the payoff from the customer’s linked account in the same call.

Customer calls about a routine query. Agent sees product gaps and eligibility in the customer profile and makes a personalized offer — additional account, credit card, or loan product — during the live interaction.

Customer requests a transfer. Agent sees all linked accounts and saved payees to confirm transfer with one click, logged automatically.

Operationalize Fiserv
Inside Your Contact Center
The data is already in Fiserv — it’s time to put it in front of your team.
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  • We enable brands to create superior agent and customer experience by offering next-gen contact center integrations with 100+ third-party applications.
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Overview

  • We enable brands to create superior agent and customer experience by offering next-gen contact center integrations with 100+ third-party applications.
  • 100+ third-party app integrations
  • 17+ Years of Experience
  • 350+ Deployments in 20+ Countries

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  • (928) 864-5100
  • (928) 864-5100

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