Webinar: Agentic AI for Resolution-First Banking & Credit Union Contact Centers
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THE EXECUTION LAYER FOR AGENTIC AI IN BANKING & CREDIT UNION CX

Your AI Agent Decides.
CCIP Executes.

AI can answer customer and member questions. CCIP lets it take governed action. CCIP executes governed actions from AI agents at your bank or credit union across IVA, IVR, and digital channels, inside systems of record such as Jack Henry, Fiserv, FIS, and Corelation (KeyStone).
Keep your AI. Keep your CCaaS. Keep your systems of record. CCIP governs execution across them.
  • Identity Verification & KYC
  • Card Management
  • Loan Servicing
  • Fund Transfers & Loan Payments
See CCIP Execute an Action
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18+

Years In Regulated CX

1000+

Installations

1.2B+

Governed Workflows Executed Annually

How CCIP Enforces Gating and Sequencing at Runtime

AI can act. CCIP controls what it is allowed to do. Governance in CCIP is not set-and-forget. Every tool an agent can call is policy-gated, requires the right approval, and follows an approved sequence.

Sequencing Enforced at the Backend

CCIP can require “Verify OTP” to run before account information is retrieved. If Verify OTP was not invoked within the allowed window, the request is rejected outright with an actionable reason. No step fires out of order.
Sequencing Enforced at the Backend

Every Tool an Agent Can Call

Tagged Low, Medium, or High risk, with behavior hints including “Needs human approval” and “Safe to retry.” Your institution configures the policies, approvals, and business rules, and CCIP enforces them at runtime.

Approval Required Before High-Risk Actions

CCIP can mandate sign-off before actions like account closure. It executes after approval, never on agent judgment alone.

Connectivity Moves Data. CCIP Controls Execution.

Your CCaaS platform manages the conversation. Your core banking system holds the record. CCIP governs what happens between them.

CCIP sits between your core banking systems, including Jack Henry, Symitar, Fiserv, FIS, and more, and the CCaaS and agentic AI systems that request action from them. It enforces sequencing and permissions at runtime, holds high-risk actions until required approvals are complete, and records every action in an audit trail built to your institution’s requirements. Nothing in your existing stack gets replaced.

From AI Request to Governed Execution

Every AI-initiated action is checked, policy-gated, and auditable. Start with a proven workflow, configure it for your institution, extend only when needed, validate before activation, enforce policies, and monitor and trace every action.

What Banking and Credit Union AI Can Execute With CCIP

Production-ready execution patterns, built on deep expertise across Jack Henry, Fiserv, and FIS environments. Your agent executes approved self-service actions inside core banking systems, verified against your policies before execution.

Before account data is retrieved or modified, CCIP can enforce an identity verification sequence, such as OTP verification, in the order your policy requires. If verification was not invoked within the allowed window, the action is rejected.

Customers and members retrieve account balances, transaction history, and account details through IVR or AI agents. CCIP verifies identity first, enforces access controls, and retrieves data directly from the core in real time.

Customers and members initiate transfers between accounts or make loan payments through self-service channels. CCIP validates each request against the business rules your institution configures and can require human approval before executing high-risk transactions.

Customers and members lock debit cards and file card disputes through IVR or AI agents. CCIP verifies identity first, then executes each action under your policy, with approval where your policy requires it.

Customers and members access loan details and repayment schedules through IVR or AI agents. CCIP verifies identity first and applies the access rules your institution configures before loan data is shared.

Customers and members can update their profiles through governed self-service workflows. CCIP sequences the required verification and validation steps, applies your business rules, and records each change to meet your institution’s audit requirements.

Every Action, Traced

Every action your agent takes is recorded to meet your institution’s audit and compliance requirements. Every tool call is logged with timestamp, actor, status, and response time, filterable by session or correlation ID.

CCIP Works With the Stack You Already Run

CCIP sits between the AI you bring, the CCaaS platform you run, and the core banking systems your institution depends on.

One product, two protocols. MCP for AI-native orchestration. REST for direct system calls when no agent is in the loop. Both execute under the same governance model.

CCIP Works With the Stack You Already Run
See What CCIP Connects To
The Execution Layer Built for Regulated Banking. From Day One.
CCIP’s prebuilt execution patterns are built on deep expertise across Jack Henry, Fiserv, FIS, and Corelation (KeyStone) environments. CCIP is proven across 1.2B+ governed enterprise executions annually. If your institution is moving AI into core banking workflows, the governance layer needs to be production-grade from day one.
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Overview

  • Govern every AI, IVR & agent action in core banking
  • Enforce policy, approvals & sequencing on every transaction
  • Start with proven banking execution patterns
  • 18+ years in regulated CX
  • 1.2B+ workflows executed annually

In a hurry?

Connect with us right away through instant chat.

  • (928) 864-5100

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  • About Yourself

Overview

  • Govern every AI, IVR & agent action in core banking
  • Enforce policy, approvals & sequencing on every transaction
  • Start with proven banking execution patterns
  • 18+ years in regulated CX
  • 1.2B+ workflows executed annually

In a hurry?

Connect with us right away through instant chat.

  • (928) 864-5100

See CCIP Execute a Banking Action

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Your data is securely managed. To know more, visit our Privacy Policy