Financial Services Solution
Our robust suite of tools, including omnichannel customer contact, strategy and decisioning tools, customer self-service and performance management helps you solve operational challenges and turns your contact center into a business-building enterprise.
Manage Regulatory and
Industry Compliance
Our patented tools help you manage your operations in accordance with today's many regulatory and industry guidelines, including wireless dialing, data security, and a host of other requirements for DNC/TPS, FTC, FDCPA, TSR, TCPA, PCI-DSS, GDPR, Ofcom, ACMA and more.
Assign Contacts
to the Right Agent
Use intelligent contact routing to get customers and prospects to the best agent for their needs with skills-based routing, Account Ownership, last agent contacted, cost-based and other routing options. Outbound messaging and inbound self-service tools help optimize resources to allow agents to work with the most productive customers.
Enhance Efficiency
with Self Service
Integrate Noble solutions with your existing service software to provide personalized information for customers. Self-service menus allow account holders to handle routine requests without requiring a live agent.
Create a Unified,
Location-Agnostic Operation
Allow your agents to handle inbound and outbound, omnichannel contacts, no matter where they are based. Agent desktops are browser based and can handle voice and non-voice interactions, whether the agent is in a corporate center, at a remote office or working from home.
Optimize
Agent Workflows
Real-time, comprehensive account information and features like CTI screen pops enable agents to focus their energies on helping answer customer questions and spend less time looking up accounts.
Boost Your
Marketing Programs
Transfer customer data directly into agent qualification workflows to speed up lead generation and financial qualification. Integrate inbound and outbound leads and enable agents to send emails for follow-up.
Improve
Database Management
Flexible, secure and easy-to-control databases put you in charge of your data. Changes or additions can easily be made by management and require no IT intervention.
Get The Features that Financial Services Providers Need
Our products and solutions are ideal for complex financial services environments, with flexible deployment options and right-fit configurations to meet your specific needs.
Flexible Workflow Management
Control how your agents view and capture information, give them quick access to a range of tools and information and help them complete sales and service processes.
Robust Outbound/Inbound Campaign Management
Run unlimited inbound and 1,000+ outbound campaigns simultaneously and allow agents to handle inbound and outbound voice and non-voice contacts at the same time.
Personalized Customer Messaging
Focus agent time on productive contacts with outbound calling tools that can deliver personalized information and transfer calls to an agent upon request. When contacts are not available, the system can leave an automated message with a return phone number.
Payment and Data Security
Provide advanced protection and keep sensitive customer data safe with our patented security options and payment tools, like our Secure Payment Assist feature.
Agent Callbacks
Improve contact management and close more leads by scheduling customer callbacks. Calls can be routed to a specific finance agent or to a group of agents.
Three-Way Conferencing & Transfer with Data
Improve contact handoffs with tools that allow agents to easily conference in a third party, such as a bank officer, and then transfer the call with data.
The Industry's Leading Tools for Customer Contact Management
Get the right solutions and and give your service representatives the tools they need to be successful, helping your operation run smoothly to meet your business goals and provide a better customer experience, while reducing costs.
Related Resources
View All
August 26, 20204 Key Areas Where Financial Services Can Benefit from Gamification
Gamification can boost performance for financial services organizations beyond the contact center. Many companies find that looking at…
Learn More
December 18, 2020Paragon Bank • Noble Contact Center, IQ and WFM for Financial Services
The Noble CC solution allows this leading financial brand to take a more customized approach to customer communications.
Learn More
February 17, 2021Compliance Briefing: Exploring Operational Impacts of the New CFPB Rules (Part 2)
Presented by Noble Systems’ resident compliance expert, Karl Koster
Learn More