Financial Institutions

Tailored use case scenarios that drive measurable results for the financial services industry

Our flexible, single-platform technology has enabled numerous Fortune 500 companies in the financial sector to optimize their operations, improve customer service, and enhance profitability. From fraud detection to customer service optimization, our solutions not only deliver immediate ROI but also create long-term benefits for both the company and its customers.

  • Seamless New Client Onboarding
  • Fraud Detection & Prevention
  • Compliance & Risk Monitoring
  • Sales & Cross-Selling
  • Improved Customer Experience & Call Center Optimization

Learn how we help Financial Institutions

Global Financial Services Firm

New Client Onboarding

Client Challenge

A large banking customer needed to integrate robust fraud protection into their existing Risk Framework, without making the onboarding process too complex or frustrating for customers.

Solution

Integrated white-labelled risk platform to streamline ID and meet KYC/AML and reduced friction, ensuring secure and seamless onboarding.

Results

40%

Reduction in compliance breaches

$15M

Potential fines and mitigated regulatory risks.

Decorative

Full payback of the system cost in under 12 months.

ROI Drivers

Increased approval rates through streamlined onboarding

Reduced manual workload with automated verification

Improved internal referrals via enhanced risk screening

Multinational Bank

Fraud Detection & Prevention

Client Challenge

Detecting fraud attempts in real-time during over the phone insurance claims process.

Solution

Integrated real-time voice analytics to detect stress and deception cues

Results

Return on investment achieved within 9 months of deployment.

+35%

More fraudulent attempts detected early

$8M

Reduced fraud losses annually

ROI Drivers

Direct cost savings from reduced fraud incidents

Protection of brand reputation and customer trust

Decreased manual review and investigation workload

Multinational Bank

Sales and Cross-Selling

Client Challenge

Low cross-sell rates for products (credit cards, loans)

Solution

Used voice analytics to identify customer needs and sentiment in real-time, providing sales agents with prompts.

Results

Achieved 2x ROI within first year of implementation.

18%

Increase in product cross-sell rates

$4M

Revenue uplift within the first year

ROI Drivers

Increased revenue from targeted offers

Higher customer satisfaction through personalized recommendations

Improved sales team effectiveness

Multinational Banking Subsidiary

Compliance Experience Improvement

Client Challenge

High customer churn due to poor service experiences

Solution

Voice analytics analyzed emotional cues and dissatisfaction indicators during interactions.

Results

Estimated $7M retained revenue by preventing churn.

25%

Reduction in customer complaints.

10%

increase in Net Promoter Score

ROI Drivers

Improved CX leading to higher loyalty

Early issue identification and proactive resolution

Early issue identification and proactive resolution

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