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VisiFi Integration

Integrate VisiFi’s Member Data and Your Contact Center Capabilities For Faster Resolution

VisiFi holds your member records. Contact Center holds interactions. But without them talking to each other, agents end up searching, switching screens, and looking for answers obvious to the system.
NovelVox solves it by surfacing complete VisiFi context and member details the moment a call arrives, across prominent contact centers such as Zoom, RingCentral, Five9, and many others.
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Built for High-Volume Credit Union Contact Centers Running VisiFi

Credit union operational gap: the member data needed to handle every inbound call sits inside VisiFi, while agents work across a separate contact center platform. This leads to agents searching details manually, asking verification questions repeatedly, and toggling between systems to take action.
Result: every call starts with a lag. Longer handle times. Inconsistent member experience, and compliance exposure on every interaction.
NovelVox connects VisiFi, your contact center platform, and any third-party tools your agents use and unifies them into a single agent workspace. Live member data from VisiFi, call controls from your contact center platform, and guided actions all surface together automatically the moment a call arrives.

One Integration. Every Capability Your Agents Need.

Inbound call triggers an automatic lookup in VisiFi for member profile, share accounts, loan details, transaction history and surface before the agent speaks.

Agent Accelerator unifies VisiFi member data, call controls, notes, and guided actions on one screen. Zero tab-switching from start to resolution.

Fund transfers, account notes, and record updates executed directly within the NovelVox workspace — written back to VisiFi in real time.

Dedicated agent views for share accounts, cards, loans, and mortgages — each surfacing only the VisiFi data relevant to that team.

Works across prominent contact center platforms. No rip-and-replace, just NovelVox layers on top of whatever system you already run.

Every agent action is logged against the call record and written back to VisiFi. Clean, tied SOC 2 and PCI-DSS ready audit trail from arrival to resolution.

How NovelVox Connects VisiFi
to Your Contact Center Stack

NovelVox Agent Accelerator operates as the middleware and UI layer between Visa’s cardholder account management platform and your contact center — no rip-and-replace required.

Connectivity

NovelVox integrates directly with VisiFi via API, maintaining a bi-directional data exchange on every inbound call.

Automation

Call arrives, system matches caller against VisiFi records, relevant member data surface instantly on the agent desktop.

Control

Agents execute actions directly within the NovelVox Agent Accelerator interface. No switching windows.

Governance

Every action logged with a full audit trail and compliance with SOC 2 Type II and PCI-DSS requirements.

NovelVox for VisiFi

Member calls in. NovelVox matches the inbound number against VisiFi records and auto-populates. Agent greets the verified member with full context.

Member questions an unrecognized charge. Agent sees full transaction history from VisiFi, raises dispute, adds case notes, and flags transaction without leaving the screen.

Member reports a lost card. Agent views card status directly from VisiFi, blocks the card, and initiates a replacement — all from the guided action panel.

Member calls about a loan payment. NovelVox surfaces details from VisiFi instantly. Agent resolves the query in one interaction — no transfer, no manual lookup.

Member requests transfer between share accounts. Agent initiates the transfer directly within the NovelVox workspace in real time with automatic logging.

Member needs a contact details update. Agent pulls the full VisiFi member profile, confirms details, makes the update, and logs the action from one screen.

Expedite Resolutions for Your Members
VisiFi already holds everything your agents need to resolve queries faster and serve members better.
All you need is to make your contact center talk to it.
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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.
  • 100+ third-party app integrations
  • 17+ Years of Experience
  • 350+ Deployments in 20+ Countries

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