Scale with automation
Handle high demand with digital agents and automated journeys.
Industry expertise · Fintechs
Digital experiences that keep pace with banks and fintechs.
2CX solutions connect channels, automations, digital agents and data so banks and fintechs can deliver fast, personalized journeys available from onboarding through ongoing support, scaling service without creating new barriers for customers.
Accelerated growth demands service built to scale
Digital banks and fintechs build simple experiences, but growing customer volume can create queues, inconsistent responses and rapidly rising service costs.
2CX makes it possible to automate processes, expand the range of channels and integrate interactions with the company's systems. The operation gains scale without losing the personalization, context and speed expected by a digital audience.
BENEFITS
Benefits for the operation
Omnichannel experience
Integrate digital channels and voice into a single history.
Continuous availability
Offer support, inquiries and services 24 hours a day.
Real-time personalization
Use data and rules to adapt responses, offers and next steps.
Operational visibility
Measure requests, quality, volume and journey performance.
Integration with the digital ecosystem
Connect APIs, internal systems and data to service experiences.
JOURNEYS
Journeys and applications
Digital onboarding
Guide sign-up, validation, document submission and account activation.
User support
Automate frequent questions and route complex problems with context.
Inquiries and services
Provide status, transactions, documents and requests in self-service.
Transactional communication
Orchestrate confirmations, alerts and guidance across different channels.
Recovery and retention
Identify difficulties and run personalized relationship journeys.
Collections and regularization
Automate reminders, negotiations and payment tracking.
2CX SOLUTIONS
Recommended 2CX solutions
2CX Smart Agents
Automates conversations and actions by voice and text with API integration.
2CX Omne
Unifies channels, history and teams in a continuous experience.
2CX Flow
Coordinates communications and adaptive journeys based on user behavior.
2CX Portal
Provides self-service, documents, inquiries and tracking.
2CX Quality AI
Analyzes 100% of interactions and identifies risks and improvement opportunities.
2CX Tabulador
Organizes demands, classifications, tasks and workflows.
2CX Ura
Automates voice journeys and routes calls based on intent.
RESULTS
Expected results
- Capacity to keep pace with base growth
- Lower cost per service
- More autonomy for users
- Fast, consistent responses
- Integration between data, channels and processes
- Continuous evolution based on interaction behavior
Next step
Your next conversation could change your operation.
Talk to a specialist and design an evolution scenario for your contact center.