financial services contact center dashboard - Appian

Financial Services | Customer Journey
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Contact Center Automation

Streamline processes for a unified view of the customer

Financial services customers expect a fast, seamless, personalized experience from their financial services institutions, one that not only satisfies, but anticipates their needs. Meeting these expectations can pose significant challenges for financial institutions who are often burdened with heavily customized legacy core systems, significant merger and acquisition activity, and an ever-changing regulatory landscape. The Appian Intelligent Contact Center™ makes exceptional customer service a reality.

  • Gain a single, contextualized view of the customer
  • Improve handling of complex issues for first call resolution
  • Automate and streamline work, enabling faster processing times
  • Deliver financial services transparently across digital channels

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