Financial services

Reliable and secure CCaaS for the finance industry 

In the financial services industry, customers expect airtight security. With every customer interaction, banks, insurers, building societies and fintech providers all need to use tools that boost customer confidence whilst meeting strict compliance standards.  

Our in-house UK-hosted contact centre platform, Cxp, gives the finance sector the confidence to discuss highly secure customer information and maintain service quality from within one unified interface.

finance
finance

Industry Challenges

 

Balancing compliance with customer experience. FCA regulations and GDPR regulations require strict, security controls on how to store and the use of customer data. At the same time, businesses must meet the demands of customers. 

A growing service offering. Whether it’s email, chat or social media, customer service has become more digital. No matter how they reach out, customers expect continuity and personalisation.

Business continuity. Downtime can heavily disrupt both operations and customer experience. Worse still, it can damage trust, especially with the exchange of highly sensitive information such as payments.

Reducing risk across the business. With on-site and remote teams, BPOs or multiple business units, there's a lot of data protection and service standards to adhere to.

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How TelXL helps

Compliance-ready, scalable communications

Our Cxp platform will give you full peace of mind with ISO27001, PCI-DSS Level 1 and Cyber Essentials Plus certifications. Expect 99.999% voice uptime, multi-layered encryption, and secure PCI payment capture, meeting the highest levels of data protection.

Get control at every level

Easily separate customer data by brand, business line or location, set role permissions and record access rules. Configure workflows, get full visibility into employee activity and call recordings, see performance metrics and be audit-ready.

Efficient, personalised service

Manage all communications in one interface including voice, email, WhatsApp and social media messaging. Get a 360-view of each customer case history to understand customers challenges. Cxp also integrates easily into Teams.

Advanced omni Omnichannel platform with enterprise-grade security

For businesses in the finance industry to generate customer trust, security should be top of the list of priorities. Protect sensitive customer data across your organisation and maintain compliance with financial regulations at every level.

Cxp screenshot

Why TelXL for the finance industry

 

Our Cxp platform combines strong infrastructure with compliance-ready features, offering financial institutions a secure way to handle sensitive customer data across all channels.

From navigating FCA regulations to managing complex workflows and dispersed teams, get advanced control and visibility where it matters most. 

Cxp is built to scale with you, backed by 20+ years of industry experience and UK-based support to keep financial institutions secure and connected. 

Success story

 

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success-story