REGULATED CX FOR BANKING & CREDIT UNIONS
Where Banking Interactions Become Controlled, Compliant Execution
Technology Partners
Real-Time Execution Control for Every Regulated Interaction
- AI that executes regulated actions — not just responds
- Agents operating within controlled workflows — not jumping across disconnected systems
- Self-service that passes compliance — not just deflects calls
Comprehensive Self-Service
for Customers and Members
Allow customers and members to securely retrieve account balances and recent transaction history through automated IVR interactions connected to core banking systems.
Enable customers to access loan details, repayment schedules, and credit card information through secure IVR interactions that maintain strict financial data protection.
Allow customers and members to perform payments or transfers while ensuring secure authentication and verification processes.
Detect potential fraud activity and guide customers through secure identity verification workflows before granting access to sensitive financial information.
Allow customers to check the status of loan or credit applications through automated interactions connected directly to core banking platforms.
Send automated reminders for loan installments, credit card due dates, and other financial commitments to improve customer engagement and reduce delinquency risks.
Collect structured feedback from customers and members after service interactions to identify gaps and continuously improve service delivery.
Automated Workflows Driving
Agent Efficiency and Performance
Provide agents with a comprehensive view of customer accounts, financial activity, and service history—enabling contextual interactions and faster issue resolution.
Verify customer identity through multi-factor authentication and secure verification workflows before connecting them to an agent.
Ensure financial transactions remain secure and compliant with intelligent recording mechanisms that pause during sensitive payment interactions and resume once the transaction is complete.
Integrate major banking platforms with contact center environments to provide real-time access to financial data and support seamless workflow execution.
Provide agents with real-time visibility into suspicious transactions or potential fraud alerts to support faster investigation and risk mitigation.
Enable agents to manage loan servicing workflows—including payment schedules, delinquency status, and assistance programs—without navigating multiple systems.
Banking & Credit Union-Driven Solutions
for Superior Customer and Member Service
Agent Accelerator
Empower agents with a unified dashboard that provides instant access to account information, financial transactions, loan details, and interaction history.
CCIP
Integrate IVR/IVA with banking systems such as Fiserv, FIS, and Jack Henry to enable intelligent and secure self-service interactions.
