Financial Services Contact Center Agent Solution

Capture customer information, validate customer identity, provide information with AI-powered voice/chat bots, and route clients who need additional help to experts in your organization for a frictionless client and agent experience.

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, artificial intelligence (AI) enabled voice/chat bots 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.

Reliable. Easy to use. Hassle-free to switch

Our team is ready to help you find the solution that's right for you

Contact Sales

Improved Contact Center Agent Retention

Thousands of financial institutions across the globe rely on Mitel to improve the agent experience. Mitel's integration with AI-powered voice/chat bot 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.

WATCH VIDEO READ MORE ABOUT MITEL FINANCIAL SERVICES