Customer support for fintech in a single thread
Omnichannel Support centralizes incidents from app or financial platform users no matter which channel they come through, and resolves them automatically when they are standard cases for digital financial platforms, escalating to a person only when needed.
Every channel tells its own version of the same case in fintech
A customer from digital financial platforms reaches out through several channels about the same problem, and each one starts from scratch, multiplying resolution time.
Disconnected channels
Email, chat, and phone don't share the history of app or financial platform users, duplicating effort.
Rising support costs
Every incident related to daily operations and transactions handled manually consumes the team's time.
Inconsistent experience
The customer repeats their problem on every channel, creating frustration and a worse brand perception.
One single conversation, resolved end to end in fintech
Centralizes incidents from app or financial platform users into a single thread, resolves standard cases for digital financial platforms automatically, and escalates only when needed.
Unified inbox
Brings together email, chat, social media, and phone in a single view with the full history.
Incident management
Automatically resolves standard cases, generating confirmations with no manual intervention.
Automated complaint handling
Classifies and responds to frequent complaints according to company policy.
Smart escalation
Escalates only complex cases to a human agent, with all the context already gathered.
From any channel to case resolution
The solution identifies the case, decides whether it can resolve it, and escalates with context when it can't.
Connects with what you already use, with no friction
Connects to your support channels and to the operating systems of digital financial platforms.
Support channels and order system
Centralizes incoming messages from app or financial platform users across all support channels.
Omnichannel Support for Fintech
Classifies the case, resolves standard ones, and prepares context for complex escalations.
Support and operations team
Confirms resolutions and escalates to a human when the case requires it.
Human oversight available at every critical step: the solution proposes, your team decides when it's needed.
Where it cuts costs the most in fintech
Product or order incidents
Automates the standard resolution process related to daily operations and transactions.
Seasonal contact spikes
Absorbs the increase in volume during campaigns without hiring temporary staff.
Compliance and traceability
Documents every incident in line with financial regulations and fraud prevention.
A fintech company with several active financial products with the same case open across three channels
A real example of the kind of situation this solution solves.
A customer reported a problem with daily operations and transactions by email, then on social media, and finally by phone, generating three separate tickets for the same case.
The support team managed each channel separately, with no shared history, spending three times the effort to resolve the same case.
Omnichannel Support recognizes that all three messages belong to the same case and resolves it once, with all the information gathered.
As soon as the second message arrives, the solution automatically links it to the open case, and since it's a standard incident for digital financial platforms, it resolves it with no human intervention.
Unify your customer support in fintech
We'll show you how Omnichannel Support resolves incidents end to end.