Faster service
Automate inquiries and quickly route each request.
Industry expertise · Banks and financial institutions
Financial service with agility, security and continuity.
Integrate channels, systems and journeys to deliver fast responses and reliable experiences at every touchpoint. 2CX solutions help financial institutions automate requests, protect sensitive processes and track the operation end to end.
Financial services demand trust at every step
Financial operations handle a high volume of requests, sensitive data, regulated processes and customers who expect immediate answers. A fragmented experience increases effort, raises costs and undermines the perception of security.
2CX connects human service, self-service and artificial intelligence into controlled journeys, keeping a history of interactions and letting the operation apply specific rules for inquiries, negotiations, offers and support.
BENEFITS
Benefits for the operation
24/7 availability
Offer services through portal, digital agents and IVR at any time.
Channel diversity
Let customers choose how to interact without losing context.
Security and governance
Configure validations, permissions, records and rules for sensitive operations.
Complete operational view
Track interactions, demands, quality, risks and results.
Lower operating costs
Shift repetitive requests to automated, digital journeys.
JOURNEYS
Journeys and applications
Product and contract inquiries
Provide personalized information and documents through digital channels or self-service.
Simulation and proposal
Collect data, present terms and route the customer to completion or analysis.
Onboarding and validation
Guide steps, documents and pending items when bringing on new customers.
Financial service
Automate balance, installment, due date, invoice and receipt inquiries.
Negotiation and regularization
Offer authorized terms and track the journey's outcome.
Support and disputes
Log requests, preserve evidence and route cases to specialized teams.
2CX SOLUTIONS
Recommended 2CX solutions
2CX Omne
Integrates channels and keeps a complete relationship history.
2CX Smart Agents
Handles inquiries and automated journeys with controlled rules and integrations.
2CX Portal
Offers services, documents, inquiries and negotiations in a secure environment.
2CX Flow
Orchestrates communication, collections, onboarding and relationship journeys.
2CX Quality AI
Monitors interactions, required procedures, risks and quality.
2CX Ura
Automates inquiries and applies validations before sensitive actions.
2CX Tabulador
Logs demands, results, tasks and workflows for the operation.
2CX Rec
Documents in-person service delivered at branches and physical locations.
RESULTS
Expected results
- Faster, more reliable service
- Greater service availability
- Fewer manual requests
- More traceability and control
- Consistent experience across digital, voice and in-person channels
- Better use of specialized teams
Next step
Your next conversation could change your operation.
Talk to a specialist and design an evolution scenario for your contact center.