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Financial Services Contact Center Agent Situation Analysis
Automatically Verify Client Identity
Whether your clients contact you via website, social, or phone call, Mitel’s CX solutions can identify your clients without the need of an agent, saving valuable time. Whether using multi-factor authentication, voice biometrics or traditional methods of logging into accounts, Mitel’s CX technology protects you from unwanted fraudsters and hackers.
Capture Client Requests with AI
Once your client’s identity is verified, Generative AI powered virtual agents guide the client through a quick assessment of their needs and provide them with answers to most of their financial questions so agents can spend more time with clients on more complex (and lucrative) requests.
Serve Clients Effortlessly
For more complicated financial requests, your clients may need to escalate their interaction to a live agent to resolve. With Mitel’s co-browsing capabilities, your agents can review the client’s desktop and guide them through next steps.
Thousands of financial institutions across the globe rely on Mitel to improve the agent experience. Mitel's integration with Generative AI powered virtual agents and agent assist platforms, voice biometrics providers, and CRM vendors empower your agents with the tools to deliver exceptional service to your clients which increases agent satisfaction.
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