Banking, Insurance & Finance · Contact centre automation

Contact centre automation for banks and insurers

Resolve routine contacts end to end, and give agents a copilot for the rest.

First-contact resolutionAverage handle timeContainment rateTransfer and repeat-contact rate
The problem

What this fixes

Card disputes, balance and statement questions, limit changes and policy renewals fill the queue, while the calls that need judgement, a fraud claim, a distressed borrower, a complex claim, wait behind them. Every one of those routine contacts is already answerable from the core system.

An automation layer across voice, chat, WhatsApp and email that answers the repetitive contacts on its own and assists a human on the complex ones. It reads the same systems your agents read, so an answer is grounded in the customer's actual record rather than a generic script. Arabic and English are handled natively, including dialect on the inbound side.

Banking, Insurance & Finance

Card and transaction disputes

Intake, evidence collection and provisional credit rules handled automatically, with the case opened in the core system before the call ends.
Banking, Insurance & Finance

Servicing without an agent

Balances, statements, standing orders, card freeze and limit changes completed inside authenticated sessions.
Banking, Insurance & Finance

Collections that stay compliant

Scripted, logged, disclosure-first outreach with hardship signals routed straight to a trained human.
Banking, Insurance & Finance

Agent copilot for complex cases

Live retrieval of product terms, prior contacts and next-best actions, plus an after-call summary written to the CRM.
In this sector

Where it earns its place

Delivery

How we build it

  1. Foundation check

    Before any build

    We inspect the systems, the data behind them and the quality of the records this capability will depend on, then write down what has to be fixed before anything is built.

  2. Narrow first release

    First release

    One workflow, one team, real traffic, measured against the baseline we captured before we started.

  3. Controls and evaluation

    Runs in parallel

    Guardrails, approval gates, evaluation sets, logging and the evidence pack your auditor and your regulator will ask for.

  4. Scale and hand over

    After sign-off

    Additional workflows, sites or languages, then runbooks and training so your team can operate it without us.

Data foundation

What has to be right first

  • A single customer identity across channels, or the bot answers the wrong person's question.
  • Knowledge that is current and owned, an out-of-date policy page becomes a confidently wrong answer.
  • Write access to the systems of record, otherwise the customer is told to call back.
  • Call and transcript history for evaluation baselines.
Controls

Guardrails and KPIs

A human owns every consequential decision

Agents draft, route and execute reversible steps. Anything that moves money, changes a record of consequence or affects a person's rights stops at a named human approver with the reasoning attached.

Every action is logged and replayable

Inputs, retrieved context, model version, output and the human decision are written to an immutable log, so an auditor can reconstruct any single interaction months later.

Data stays where your regulator requires

In-country, in-region or on-premise deployment, with the model portfolio right-sized to the workload instead of routing everything to a frontier endpoint abroad.

Accuracy is monitored, not assumed

A held-out evaluation set runs on every model or prompt change, with drift alerts and a documented rollback path when quality moves.

KPIs it moves

  • • First-contact resolution
  • • Average handle time
  • • Containment rate
  • • Transfer and repeat-contact rate
  • • CSAT and complaint volume

Integrations

GenesysAvayaCiscoAmazon ConnectTwilioSalesforceMicrosoft Dynamics 365ServiceNowZendeskWhatsApp Business

Questions buyers ask

Cookie & Privacy Notice

We use cookies to improve your experience and analyse site traffic, in line with our Privacy Policy and the Personal Data Protection Law (PDPL). You can keep essential cookies only.