Banking CX Automation Solutions

AI-powered CX Automation for banking, capital markets, and financial services contact centers.

Elevate CX while improving efficiencies and compliance across your contact center, branch, back office, and digital teams.

 

AI Business Outcomes from Verint Customers

  • $10M Saved

    A bank contained 10M interactions (80% containment rate) through AI-driven self-service with Verint IVA.

  • +39 NPS

    A mortgage lender increased NPS from +3 to +39 through real-time agent coaching with Verint Coaching Bot.

Evolving banking challenges require a new, open approach

As customer expectations and user behavior change, challenges evolve. It’s becoming harder to:

  • Grow sales and revenue
  • Provide seamless customer experience
  • Improve workforce effectiveness
  • Prevent fraud and instances of non-compliance.

We can help you do all this on a best-in-class Open platform. Achieve AI business outcomes with Verint now.

With Verint, leading banks can

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Increase sales and revenue in your branch

Bank and credit union branches are evolving into true customer engagement centers. By aligning staff roles and skills to market opportunity and customer needs, banks can drive more sales and grow revenues while increasing operational efficiency.

Regions Financial Corporation increased customer satisfaction and loyalty by 14%, improved employee retention by double digits, and grew households and deposits using Branch Workforce Management.

 

Read Region Bank’s Story

Connect CX to revenue

Listen everywhere, analyze deeper, and act immediately with Verint Voice of the Customer (VoC) solutions – to increase customer loyalty and business performance.

Comerica Bank used Verint Voice of the Customer solutions to predict which web and mobile enhancements would provide the greatest lift in customer satisfaction. One enhancement resulted in a 5% increase in CSAT.

 

Read Comerica’s Story

Deliver seamless experiences across telephony, digital, and physical channels

Your customers are increasingly going digital, so providing seamless customer experiences across all channels, bots, branches, and agents is key. Empower your customers to self-serve in your IVA, or easily transition to chat or voice without the need to repeat themselves. Intelligent routing ensures each interaction goes to the right resource, at the right time, for the best possible experience.

With Verint Telephony and Digital Channels solutions and AI-powered bots, you can streamline CX across all channels.

 

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Unify data to improve CX

Understanding customer interactions and experiences is essential to your success. Our AI-powered Voice of the Customer solutions enable you to listen to your customers across every touchpoint – including, direct, indirect, and inferred sources.

Using Verint’s AI-powered Speech Analytics and Voice of the Customer solutions, VyStar Credit Union can understand their members’ experiences, analyze their sentiments, and proactively respond to their feedback from across channels. As a result, they’ve improved average speed to answer by 67.7% and increased member satisfaction by 7.5 %.

 

Hear VyStar’s Story

Find, retain, and empower your employees

Your operations are growing in complexity, with more communication channels, work types, and increasing customer expectations. We’ve made it easier to create accurate, omnichannel forecasts and flexible schedules to align employees with demand and work volumes across the enterprise.

We’ve added new AI-Powered Bots to help you find and hire the best candidates and keep your agents engaged with hyper-flexible scheduling.  Check out the Verint Interview Bot and Verint TimeFlex Bot.

Navy Federal Credit Union uses Verint Workforce Management for Enterprises to create a One Workforce approach to their staffing.

 

Hear NFCU’s Story

Balance costs and service in your back-office

Slow turnaround times and processing errors in the back office directly impact CX. Verint Operations Manager solution is purpose built for back-office operations and provides real-time performance data on the work, your people and your processes.

The Work Allocation Bot automatically prioritizes and allocates work to the employee with the skills and availability to execute it.  The solution continually rebalances work so that your service goals are cost effectively met.

Santander Bank UK was able to increase mortgage application processing speed by 20%, improve employee productivity by 25%, and boost NPS by 5%.

Prevent branch fraud, mitigate risk, and improve security

Verint is the leading provider of fraud prevention and security solutions for financial institutions. Identify risks and vulnerabilities in real time and help investigators mitigate threats, ensure compliance, and improve investigations.

From versatile and scalable network video recorders to robust video management software and more, our best-in-class security solutions can help keep your branches safe.

 

Explore our Fraud and Security Solutions

Master financial compliance

Keeping up with compliance requirements like Dodd-Frank, MiFID II, and MAR is complicated. Master regulatory adherence with a unified compliance platform complete with AI-powered speech transcription and analytics.

Saxo Bank chose Verint Financial Compliance to transform its compliance operations and navigate through complex trading regulations. With Verint, they can now record, secure, analyze, and understand all their regulated interactions across leading communication and collaboration platforms.

 

Read Saxo Bank’s Story

Increase sales and revenue in your branch

Bank and credit union branches are evolving into true customer engagement centers. By aligning staff roles and skills to market opportunity and customer needs, banks can drive more sales and grow revenues while increasing operational efficiency.

Regions Financial Corporation increased customer satisfaction and loyalty by 14%, improved employee retention by double digits, and grew households and deposits using Branch Workforce Management.

 

Read Region Bank’s Story

Connect CX to revenue

Listen everywhere, analyze deeper, and act immediately with Verint Voice of the Customer (VoC) solutions – to increase customer loyalty and business performance.

Comerica Bank used Verint Voice of the Customer solutions to predict which web and mobile enhancements would provide the greatest lift in customer satisfaction. One enhancement resulted in a 5% increase in CSAT.

 

Read Comerica’s Story

Customers demand reliability. Regulators demand proof. Verint helps deliver both

Financial services contact centers operate under pressure other industries don’t face. Customers expect bank-grade reliability. Regulators expect auditable compliance. The cost of getting either wrong is measured in lost trust and seven-figure fines. Verint helps banks, credit unions, capital markets firms, payments providers, and wealth management businesses meet those demands across the contact center, branch, back office, and digital channels.

Financial Services Contact Center Solutions

Compliance built in

Dodd-Frank. MiFID II. MAR. PCI DSS. GDPR. Verint Financial Compliance helps organizations capture, secure, and analyze regulated interactions across voice, video, chat, and leading collaboration platforms. Purpose-built for financial services, it supports compliance with global regulatory requirements by recording and retaining trade-related communications across channels.

Capabilities such as pause-and-resume recording help reduce the risk of capturing sensitive data during interactions, while AI-powered transcription and analytics surface key moments and insights. This enables compliance, legal, and risk teams to monitor communications more effectively and respond proactively to regulatory obligations.

Fraud prevention and security for financial institutions

Financial institutions are among the highest-value targets on today’s threat landscape. Verint Fraud and Security Solutions help organizations continuously identify risks and vulnerabilities, respond to threats, and improve case outcomes through unified video, voice, and case management.

Network video recorders and video management software extend consistent security capabilities across branches – helping organizations monitor activity, investigate incidents, and maintain operational oversight.

Integration with core banking, payments, and payroll

Verint’s open platform is designed to integrate with the systems already running your business – core banking, payment processing, payroll, CRM, ticketing, and your CCaaS or telephony platform of choice – minimizing the need for rip-and-replace. Bots can deploy directly within existing tools, helping agents and supervisors reduce context switching and work more efficiently. This enables financial services organizations to drive measurable business outcomes.

Branch, contact center, and back office – aligned

Banking customer experience doesn’t sit in one channel. Verint helps bring together branch workforce management, contact center workforce engagement, and back-office operations – helping deliver a more consistent customer experience whether customers walk into a branch, call the contact center, or upload documents through a your mobile app. The result: reduced silos, more accurate staffing, and a more complete, aligned view of agent and branch performance.

Supercharge your bank branches: Maximize appointment booking

As more and more people are buying new products and services in person again, bank branches are returning to the spotlight.

Read our eBook to find out how you can:

  • Improve customer experience and retention with appointment booking
  • Increase sales and revenue in bank branches
  • Drive efficiencies through automation
  • Leverage insights from online appointment booking
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Banking solutions

  • Branch Workforce Management

    Align staff to market opportunity to increase sales, drive revenue growth, and improve efficiency and in-branch CX.

    Learn More
  • Forecasting and Scheduling

    Elevate CX and improve employee engagement with accurate forecasts and AI-powered flexible scheduling.

    Learn more
  • Back-Office Workforce Management

    Improve the efficiency of your back-office teams while improving CX and reducing costs.

    Learn more
  • Voice of the Customer

    Listen to your customers across all channels to increase customer loyalty and business performance.

    Learn More
  • Financial Compliance

    Master regulatory adherence with a unified compliance platform complete with AI-powered speech transcription and analytics.

    Learn More
  • Fraud and Security

    Identify risks and vulnerabilities in real time to help mitigate threats, ensure compliance, and improve investigations.

    Learn more
  • Telephony and Digital Channels

    Provide seamless customer experiences across channels, bots, branches, and agents.

    Learn more

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Featured case studies

  • navy federal logo

    Navy Federal Credit Union Unifies Departments with Centralized Workforce Management

    Discover how Navy Federal is better able to manage and optimize its staff across departments leveraging Verint Workforce Management.

    Case Study
  • Associated Bank case study feature thumbnail

    Associated Bank’s Journey to Modernize Branch Workforce Management with Verint

    Associated Bank's Transition to Verint: A journey, involving a meticulous vendor selection process led to the adoption of Verint...

    Case Study
  • first horizon logo

    First Horizon Matches Staffing Requirements to Changing Customer Demand with Verint WFM Branch Solutions

    First Horizon is the fourth largest regional bank in the Southeast United States with $40 billion in assets.

    Case Study

Featured resources

  • The Future of Communication in Financial Compliance–Podcast with Tom Fox

    Verint's Phil Fry visits the Compliance Podcast Network.

    Blog
  • frustrated-man-laptop-thumbnail

    Compliance for Financial Institutions

    Financial and compliance challenges have grown exponentially in the face of digital transformation. See how firms operating across borders and jurisdictions are overcoming these challenges.

    Blog
  • 3 proven ways to increase bank branch sales executive perspective thumbnail

    3 Proven Ways to Increase Bank Branch Sales

    In the fast-evolving landscape of banking, ensuringoptimal branch performance is crucial for driving sales andenhancing customer satisfaction

    Executive Perspective

Banking FAQs

As customer expectations rise, your organization must be able to provide seamless CX across telephony, digital channels, and even in the bank branch. But contact centers have gone digital, and technology has evolved. As the problem’s changed, the solution needs to change, too.

lets you elevate customer experience without additional labor cost using AI. In other words, it lets you do more with less. Learn more about Verint Open Platform now.