Banking and financial services

Secure communications and build trust

Strike the perfect balance between security and usability in the banking, financial services, and insurance industry

CPAAS

Enhance digital banking and insurance for your customers

Customers expect convenience

Meet your customers’ heightened expectations by digitalizing operations and customer support.

Customers prioritize their security

Ensure a frictionless experience without compromising on safety. Prevent data losses and breaches with reinforced security.

Customer experience drives retention

Boost customer loyalty and reduce churn by providing customer support that goes above and beyond.

69%

of customers planning to leave their bank do so because of poor customer service

Temkin

64%

of customers say their bank’s mobile app has poor customer service

The Financial Brand

81%

of Gen Z customers say personalized features would increase their loyalty to a bank

EY

4 in 5

people expect personalization from their banks

Unblu

Enable secure and frictionless customer experiences

Pull in new customers and make current ones never want to leave with just one platform.

Enable and secure transactions

Make security simple with one-time PINs (OTPs) for reliable two-factor authentication (2FA). Send e-receipts and timely alerts to confirm transactions. Your clients’ data and financial information is always secure and GDPR-compliant with us.

Alert your customers on any suspicious activity and help them take immediate action. Send verification codes, offer password updates, and enable password-less logins (including biometrics). Offer support with a live agent to fix issues quickly and watch your retention rates grow!

Nurture your relationship with customers with personalized campaigns and services. . Let them conduct their banking when, where, and how they choose. Adjust insurance offers according to their actual situation. Send account summaries via email, and surprise them with relevant promotions or special offers over their preferred channel.

 

Digital technology is changing insurance forever ​

Your policyholders want to feel heard, especially when they’re sharing sensitive information with your agents. One bad experience can be enough to make your customers look elsewhere for business. Get closer to your customer when they need you the most with personalized, real time, and multichannel communications, and watch your retention rates grow.