Financial Services Contact Center Agent Solution

Financial Services Contact Center Agent Situation Analysis

Automatically Verify Client Identity
Whether your clients contact you via website, social, or phone call, Mitel’s CX solutions can identify your clients without the need of an agent, saving valuable time. Whether using multi-factor authentication, voice biometrics or traditional methods of logging into accounts, Mitel’s CX technology protects you from unwanted fraudsters and hackers.

Capture Client Requests with AI
Once your client’s identity is verified, Generative AI powered virtual agents guide the client through a quick assessment of their needs and provide them with answers to most of their financial questions so agents can spend more time with clients on more complex (and lucrative) requests.

Serve Clients Effortlessly
For more complicated financial requests, your clients may need to escalate their interaction to a live agent to resolve. With Mitel’s co-browsing capabilities, your agents can review the client’s desktop and guide them through next steps.
Reliable. Easy to use. Hassle-free to switch
Our team is ready to help you find the solution that's right for you
Improved Contact Center Agent Retention
Omnichannel Customer and Agent Experience
Enhance your customer journey and keep employees productive and engaged with MiContact Center Business - Mitel’s enterprise-grade, omnichannel customer experience management platform.

Assist Agents with Artificial Intelligence (AI)
Help agents respond to client requests in real time with Generative AI powered virtual agents integrated into the agent desktop. Intuitive to use and simple to implement.

Reduce Agent Fatigue with AI-Powered Voice/Chat Bots
Empower your clients to self-serve with voice/chat bots from Generative AI powered virtual agents, PolyAI, interface.ai, and others integrated into MiContact Center Business workflows. Reduce agent fatigue by letting the bot answer routine questions allowing agents to spend more time on more valuable client interactions.

Identify Clients via Voice Biometrics
Empower your clients to self-serve with Generative AI powered virtual agents, PolyAI, interface.ai, and others integrated into MiContact Center Business workflows. Reduce agent fatigue by letting the bot answer routine questions allowing agents to spend more time on more valuable client interactions.

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