Banking and financial services

Digital natives revolutionized CX across banking and financial services and encouraged customers to question their relationship with traditional banking providers. Today’s banking customers want the best of all worlds, expecting simple transactions with intuitive digital solutions and live support to be readily available for more complex needs. At the same time, they want low fees and protection from cybercriminals.

Carefully planned customer journeys designed to meet low-complexity needs in low-cost channels while enabling escalation to live agents when needed are essential to attract and retain customers in banking and financial services.

Improving CX with Zest Vibes Interaction Analytics

The challenge

Our client, a top-five banking and financial services provider, needed to quickly ramp up support for customers. Government regulations required social distancing in response to COVID-19.

The  Zest Vibes Solution
  • Deployed 160+ agents using a hybrid working model
  • Leveraged Zest Vibes Cloud to enable 80% of agents to work from home while ensuring adherence to regulatory and compliance requirements
The results
  • Maintained adherence to security and privacy policy requirements
  • Enabled customers to be serviced despite a global pandemic