Slide FINANCIAL SERVICES Why Use Automation in the Contact Center?

Financial Services companies

were among the first to use remote agents and overseas customer service centers. But service issues during the pandemic have prompted many to rethink their strategies. Whatever comes next, automation will need to play a bigger role in contact center processes.

Financial Services Companies Operate

95% of financial services firms are accelerating automation initiative

Intelligent Automation

AI-powered Intelligent Automation processes and leverages millions of real-time data points to boost operating efficiency, agent engagement, and customer experiences.

Call centers in financial services need a technology platform that

Integrates easily with ACD and WFM systems

Processes time-sensitive contact center data in real time

Takes real-time actions based on actual center conditions

“Intelligent Automation cut training delivery time by 46% and saved us $19 million annually.”
– Top 5 Financial Co.

“Intelligent Automation saved us $8.8 million over the first six months.”
– Top 5 Financial Co.

To learn how our customers save millions with Intelligent Automation, click below.