Support operations you can bank on
For innovative financial institutions, building world-class customer experiences at scale is critical. Unified workforce management and AI automation deliver empathetic, reliable support when your clients need you most — from routine inquiries to financial emergencies.
Secure, compliance-ready AI
Deploy conversational AI across all channels with enterprise-grade security that meets financial regulations. Handle account inquiries, transaction disputes, and routine requests while maintaining the human touch for sensitive conversations.
AI agents operate within strict security frameworks with audit trails, data encryption, and role-based access controls. Meet regulatory requirements without sacrificing customer delight.
AI handles routine inquiries while seamlessly escalating fraud alerts, loan applications, and compliance issues to specialized human agents with full context.
Connect AI to your products, rates, and regulatory updates. Provide accurate information about account balances, transaction history, and product features in real-time.
Global ops without complexity
Scale across time zones and regulatory environments with forecasting that accounts for regional compliance requirements. Plan staffing for both human expertise and AI capacity across multiple markets.
Coordinate staffing between internal teams and BPO partners across different regulatory environments. Ensure 24/7 coverage while meeting local labor and financial compliance requirements.
Track performance and adherence across global teams with live dashboards. Make intraday adjustments when market volatility or regulatory changes impact support volume.
Navigate financial regulations, labor rules, and privacy laws across international markets. Automated compliance checks maintain local standards without manual oversight.
"Assembled Vendor Management gives me real-time data on our BPOs’ schedules, shrinkage, adherence, and more — visibility I never had before. I can now see months ahead, gain insights to optimize our budget, and ensure maximum coverage during peak periods."
“An AI copilot can easily take away all of the work that isn’t about talking to and understanding our customer. This means we get to keep our agents focused on the human connections.”
"It is the bane of any scheduler or RTA’s existence to schedule team meetings, one-on-one meetings, coaching, or training. It can be an innumerable amount of hours, and we don’t have to do that anymore.”
Navigate the stressful cases
Turn high-stakes interactions into trust-building moments with AI Copilot that helps agents navigate sensitive financial conversations. Every interaction strengthens client relationships during their most vulnerable moments.
Track performance across channels with insights specific to financial services. Identify coaching opportunities for fraud handling, loan discussions, and compliance conversations.
Automated scheduling with intelligent guardrails ensures coverage during market volatility or economic uncertainty. Scale support capacity quickly when clients need you most.
AI Copilot provides agents with empathetic responses. Help customers navigate debt concerns, account freezes, and financial hardship with appropriate sensitivity and resources.
BPO management for fintech
Manage BPO relationships with the transparency and control financial institutions require. Upload capacity requirements, sync schedules in real-time, and validate invoices with audit-ready reporting.
Compare actual hours worked against what's billed with detailed reporting. Essential for financial institutions that require expense documentation for regulatory compliance.
Monitor BPO performance across different regulatory environments with live adherence tracking. Ensure compliance standards are met across all vendor relationships.
Connect with BPO platforms while maintaining data security and regulatory compliance. Map activity codes and sync schedules without compromising sensitive financial data.
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