Say goodbye to fragmented customer service journeys

Give your customers and employees a consistent, unified experience. Our comprehensive, configurable microservices give your bank’s development teams the power to compose exceptional, human-assisted support services. You’ll finally have the freedom to re-imagine your bank’s customer service journeys, without the need for extensive development, expensive servicing costs, and added risk.

A single, unified workspace

Eliminate your silos, improve productivity Enhance operational efficiency and leverage data-driven insights by centralizing data, systems, and workflows. Boost productivity among your front-office employees with a harmonized workspace that fosters seamless team collaboration and exceptional customer service. You’ll free your employees up from juggling multiple siloed systems, making it easier for them to access the information they need in just a few clicks.

360° Customer View

Empower your teams with the right tools Provide your teams with a comprehensive, ready-to-go employee application that includes everything they need to service customers better, faster, and more effectively. Whether it's a simple scenario like unblocking a card or a complex one like completing a mortgage application with live helpdesk support — we’ve got you covered.

Every interaction, all in one single view

Power up your customer support Consolidate all customer activity data from multiple systems into a single, unified view, empowering frontline employees to provide personalized service at scale. Give your service reps access to complete customer histories, allowing them to understand the context behind each issue and accurately address concerns. Build trust and long-term loyalty, unlocking opportunities for sales and upselling.

Act on behalf of customers

High-impact assistance in real time Enable your customer service agents to access real-time customer information and then perform critical actions on their behalf. Our platform’s pre-integrated microservices allow you to seamlessly integrate identity, access control, device management, and audit functionalities, based on open standards like FIDO and OpenID Connect. You’ll be able to see what your customers see and quickly resolve queries — without compromising on security.

Live-chat, video call

Instant assistance on any channel Empower your customers to connect with service agents instantly through their preferred digital channels, with pre-integrated live chat at the touch of a button within banking apps.

Proactive, data-driven smart assistance

Better anticipate your customers' needs Seamlessly aggregate customer data from multiple systems into a single 360° view, empowering your service agents with real-time support and configurable account insights to identify service and sales opportunities. With our comprehensive development framework and APIs, your engineers can create unique front-line services tailored specifically to your business.

Case Manager

Automated customer case management From front to back office, you’ll combine automation, prioritization, and continual digital customer engagement — all in a single view. Our case management solution is driven by automated processes, giving your employees clear workflows so they can resolve queries as efficiently as possible, increasing productivity as well as customer satisfaction.

Broker Portal

A single collaborative workspace Give your employees and customers the power to facilitate complex loan originations together — and that’s just the beginning. Enable seamless collaboration while giving your agents a single source of truth so they can seamlessly apply for products on behalf of customers. Personalize offerings, minimize dropoff, reduce origination costs, achieve economies of scale, and even expand your lender reach.

Advisory Portal

Supercharge your investment advice Deliver superior service by streamlining and automating key processes with advanced tools for data analysis, risk assessment, and portfolio management. With a single holistic approach — covering client applications as well as middle- and back-office functionalities — you’ll be able to empower your employees to offer personalized, strategic advice that’s tailored to each customer’s unique financial goals and circumstances.

Capabilities

• Unified Workspace
• 360° Customer View
• Activity Timeline
• User management
• Act on behalf
• Advisory
• Customer communications