Finance Call Center

what is a financial call center?

A finance call center refers to the support agents handling inbound customer service requests in order to resolve customer problems, update accounts, collect payments, and provide general assistance to a financial institution’s customers. Since financial institutions are highly regulated, finance call centers are focused on risk mitigation and security and data privacy in their customer communications.  

The best finance call centers use software programs that have built-in consent capture and risk mitigation, among other security measures such as secure payment capture,  to ensure that financial transactions are confidential and safe for their clients.


More Finance Call Center Resources

Call Center Software For Financial Institutions & Banking (livevox.com)

From payment reminders and account alerts to two-way conversations, quickly initiate and respond to customers on their chosen channel while maintaining a high-level of personalization and insight across their entire journey.

Solutions – Use Cases – Collections (livevox.com)

LiveVox collections call center software provides business intelligence and performance analytics that empower data-backed decisions. In addition, our quality management and eLearning tools streamline workflows and eliminate manual processes.

Financial Service Industry Challenges (Banking, Retail & Global) | LiveVox

The financial services industry has undergone a fundamental shift for many years now. As more people rely on digital to handle tasks and expect businesses to meet their new digital needs, financial services have been pivoting.

Ways to Tackle Financial Service Call Center Challenges (livevox.com)

The financial services sector includes banks, credit unions, financial advisors, investment firms, credit card companies and debt collection agencies–all services pertaining to the customer’s financial well-being. It should come as no surprise, then, that reaching a high-functioning call center is even more important to customers when they need to reach a business in this industry.

Financial services firms need to get creative with how they differentiate themselves. This means doubling down on customer insights. With shifts in customer expectations, there’s more pressure than ever to really deliver for your loyal base of repeat customers. 

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About LiveVox

LiveVox (Nasdaq: LVOX) is a next generation contact center platform that powers more than 14 billion omnichannel interactions a year. By seamlessly unifying blended omnichannel communications, CRM, AI, and WEM capabilities, the Company’s technology delivers exceptional agent and customer experiences, while helping to mitigate compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation. The Company has more than 650 global employees and is headquartered in San Francisco, with offices in Atlanta; Columbus; Denver; St. Louis; Medellin, Colombia; and Bangalore, India. To stay up to date with everything LiveVox, follow us at @LiveVox or visit livevox.com.

To stay up to date with everything LiveVox, follow us at @LiveVox, visit www.livevox.com or call one of our specialists at (844) 207-6663.