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Kurmi for Financial ServicesKurmi Software

Manage Unified Communications, Contact Center, and Compliance at Scale

Product details

Overview

Kurmi Provisioning Suite is a comprehensive Unified Communications (UC) management and provisioning automation platform specifically designed to address the complex needs of the financial services sector. Financial institutions, including banks, insurance companies, and investment firms, operate in highly regulated environments with stringent compliance requirements and diverse communication infrastructures. Kurmi Provisioning Suite enables these organizations to streamline their UC operations, enhance security, and ensure regulatory compliance by automating user provisioning, managing collaboration services, and integrating with various UC platforms. The platform supports a wide range of UC and collaboration providers, including Cisco, Microsoft, Avaya, and Zoom, allowing financial institutions to manage their multi-vendor environments efficiently. By automating routine administrative tasks and providing advanced features such as role-based access control and compliance reporting, Kurmi Provisioning Suite reduces operational complexity, minimizes errors, and improves overall productivity.

Features and Capabilities

  • Simplify Telephony Management: Streamlines telephony features, including multi-line configurations, hybrid work setups, and assistant functionalities, reducing the complexity of managing diverse communication systems.
  • Delegate Administrative Tasks: Enables delegation of routine tasks, such as opening and closing branch hotlines, to local managers and service desks, thereby distributing workload and improving efficiency.
  • Secure MACD Processes: Ensures secure management of Move, Add, Change, Delete (MACD) operations in compliance with federal regulations and industry best practices, safeguarding sensitive data and maintaining system integrity.
  • Automate User Provisioning: Automates provisioning for various user profiles—traders, agents, front or back-office personnel—using customizable templates, facilitating efficient onboarding and reducing manual errors.
  • Integrate with Third-Party Applications: Seamlessly integrates with third-party applications such as ServiceNow, Active Directory, HR systems, IT Service Management (ITSM) tools, and internal reporting systems, enabling cohesive and streamlined operations.
  • Facilitate Cloud Migration: Supports gradual migration to cloud or other technologies at the organization's preferred pace, ensuring flexibility and continuity during transitions.
  • Multi-Vendor Support: Offers over 20 built-in connectors for leading UC and collaboration providers, including Cisco, Microsoft, Avaya, and Zoom, allowing centralized management of diverse communication platforms.
  • Compliance and Security: Enhances data security and integrity by providing advanced delegation, rights management, and log-tracking features, ensuring compliance with industry standards and reducing the risk of data breaches.
  • Role-Based Access Control (RBAC): Implements RBAC to assign specific roles and permissions to users, ensuring that individuals have appropriate access levels, thereby enhancing security and operational control.
  • Bulk Management Capabilities: Facilitates bulk end-user management through automation tools, enabling efficient deployment and management of large user groups without compromising data accuracy.
  • Scheduling and Grouping of Operations: Allows grouping and scheduling of MACD operations to be performed at specified times, optimizing resource utilization and minimizing disruptions.
  • Zero-Touch Provisioning: Connects with Active Directories (LDAP) to achieve zero-touch provisioning, setting up standardized and repeatable processes that reduce manual intervention and errors.
  • Customizable Templates: Provides the ability to create system templates or access phone number ranges in real-time, facilitating rapid and consistent user provisioning.
  • Open Architecture: Features an open API and SDK connectors, allowing integration with various ITSM, HR systems, analytics tools, and other architectures, promoting flexibility and scalability.
  • High Scalability: Designed to deploy and manage hundreds of global customers and millions of end-users, ensuring that the platform can accommodate the growth and expansion of financial institutions.
  • Flexible Deployment Options: Available both on-premises and as a cloud service (Kurmi as a Service - KaaS), providing organizations with options that best suit their infrastructure and compliance requirements.
  • Enhanced Customer Experience: By ensuring that collaboration tools function seamlessly, Kurmi Provisioning Suite contributes to a cohesive and efficient work environment, ultimately leading to improved customer satisfaction.
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