Solutions for Financial Services

Improving Compliance, Customer Service and Overall EfficiencyFinancial Institutions

In today’s economy, businesses operating within the financial services industry face increased risks, fueled heavily by ongoing regulatory change and heightened public scrutiny. Additionally, to thrive within this highly competitive environment, financial services organizations need better insight into their customer dynamics and greater control over the quality of service their agents provide.

OAISYS call recording and interaction management solutions can help businesses within the financial services industry, such as banks and credit unions, capture a wealth of customer intelligence, monitor employee and customer interactions for quality assurance purposes and obtain protection from compliance and liability issues.

OAISYS call recording and interaction management solutions offer many benefits to the financial services industry, including:

  • Improved compliance with various regulatory requirements, such as the Gramm-Leach-Bliley Act, Payment Card Industry Data Security Standards (PCI DSS), SEC Rule 17a-4 and Sarbanes-Oxley.
  • Enhanced superior customer service, improved customer loyalty and maximized revenue generation through more effective cross-selling and upselling efforts resulting from ongoing call monitoring, live coaching, training and agent evaluation.
  • Protection against “he said/she said” customer disputes that may initiate unnecessary refunds or legal action.
  • Verification of broker or agent transactions conducted over the phone, as well as an accurate and reliable audit trail of verbal commitments, reducing the amount of customer paperwork.

OAISYS provides innovative, reliable and affordable call recording and interaction management solutions for the financial services industry that help to ensure regulatory compliance and improve both customer service and risk management. Contact an Authorized OAISYS Partner today to find how our solutions can benefit your organization.

How Are You Documenting Your Calls?

Organizations in nearly every industry conducting all or part of their business by telephone are faced with a complex web of legal, industry and service-level compliance guidelines. But, how are they documenting calls to address those requirements?

OAISYS provides the most comprehensive solution for voice compliance, offering an extensive array of exclusive features and functionality to meet specific business needs and requirements.