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INDUSTRY

Financial Services

As customer expectations continue to rise across digital and voice channels, financial services organizations must modernize engagement without compromising security, compliance, or trust. OneSupport delivers a unified CX platform — omnichannel engagement, intelligent routing, AI-powered automation, and managed IT services. Compliant. Secure. Always on.

 

PCI-DSS
ROUTING 99.97%
SOC 2
TYPE II
CX OMNI
AI AUTO
0%
First-Contact Resolution
OneConnect
OneConnect
Live · 24 / 7
Secure Every Transaction
Deliver consistent, compliance-ready interactions across every voice and digital channel — protecting client trust while meeting PCI-DSS, SOC 2, and evolving regulatory mandates at scale.
Modernize Core Banking CX
Bridge legacy core banking platforms with modern CRM and contact center infrastructure — so account history, product context, and service records flow seamlessly across every client touchpoint.
Route to the Right Advisor
Intelligently match clients to the right specialist — wealth management, lending, fraud, or support — based on account type, intent, and urgency, reducing escalations and improving first-contact resolution.
Turn Data into Decisions
Real-time dashboards surface call volume trends, resolution rates, and compliance gaps — giving financial operations leaders the visibility to act quickly, report accurately, and continuously improve client outcomes.

WHAT WE DELIVER

One Platform.
Every Financial Interaction.

Built for financial services environments that can’t afford fragmentation, downtime, or gaps in customer communication.

 

Unified CX Platform
One Connected Platform for Clients

Unify customer interactions across voice, chat, email, SMS, and digital channels with a real-time view of the entire client journey and account history.

Cloud Contact Center
Scalable Support Built for Financial Demand

Compliance-ready contact center designed for financial services — intelligent routing, AI automation, real-time analytics, and core system integration.

Intelligent Routing
The Right Connection, Every Time

Route clients to the right support team instantly — improving first-contact resolution, reducing transfer frustration, and delivering faster, secure support.

Managed IT
Reliable IT for Regulated Environments

From service desk to endpoint support — compliance-ready managed IT services that keep financial systems secure, monitored, and running strong around the clock.

Real-Time Analytics
Visibility that Drives Smarter Decisions

Insight into client behavior, call trends, and CX performance — helping financial leaders improve service quality and meet regulatory requirements without manual reporting.

AI Automation
Smarter Support at Scale

Virtual agents, IVR self-service, and automated triage — resolving routine inquiries fast while keeping humans at the center of complex financial moments.

WHY ONESUPPORT

Modern Financial Engagement Requires More Than Legacy Systems.

Financial institutions face growing pressure to deliver fast, consistent, and personalized service without compromising security or compliance. OneSupport solves this challenge by unifying CX, cloud contact center, and managed IT capabilities — eliminating platform fragmentation, improving visibility, and enabling support teams to operate efficiently while maintaining customer trust.

Our unified CX platform, powered by OneConnect, integrates seamlessly with Salesforce, ServiceNow, and core financial technologies — including CRM systems and customer portals. Every conversation supports enterprise-wide data visibility and secure digital transformation.

✔  Integrates with legacy systems without disrupting live operations
✔  Connects legacy platforms with modern CRM and contact centers
✔  SOC 2 & PCI-DSS Compliance-ready infrastructure
✔  Unified Reporting Within Existing BI Tools

READY TO MODERNIZE?

Ready to Modernize Financial
Customer Engagement?

See how Financial Services Customer Experience Solutions powered by a unified CX platform, cloud contact center, AI-powered automation, intelligent routing, and managed IT services can help your organization deliver secure, scalable, and compliant customer engagement — 24 hours a day.