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Cloud Communications within the Financial sector

Putting communication in the financial services sector at the forefront of your mind

Empower your teams with company-wide collaboration to enhance creativity and accelerate responsiveness. AI-driven cloud communications platform can help financial institutions transform into agile businesses where people can work from anywhere, from any device, any time.


The three challenges explained below show you just a few of the main concerns solvable with the correct solutions in place.

Customer Engagement and Experience

The Challenge

With a heavy focus on contact centres helping maintain customer relationships, it’s more important than ever to ensure you can provide a smooth customer experience. Agent attrition, poor training and outdated technology are all limiting this experience.

Our Solution
  • Experience Communications as a Service (XCaaS) – Having a combined solution provides agents the technology they need, to interact with other employees and SMEs outside the confines of the contact centre.
  • Quality Management – offers innovative collaboration tools not found in other solutions, driving quicker and more productive knowledge sharing resulting in more engaged agents
  • Unified Communications and Contact Centre Solution – Having a combined solution provides agents the technology they need, to interact with other employees and SMEs outside the confines of the contact centre to reduce agents frustration.

Mobile Apps and Web Chat

The Challenge

As client demands, modern technological solutions and the need for more agile technologies to handle client-facing processes, increases. Mobile apps and web chat features are more popular in financial services contact centres, than in other industries.

Our Solution
  • SMS Solutions – Reliably reach customers anywhere with: notifications, reminders and alerts; enhance data security by sending customers an OTP to authenticate access to online apps.
  • Advanced Reporting and Analytics – Track SMS performance, expenditure and delivery receipts.
  • Intelligent Message Routing – Selects the best SMS routes and adapts messages, phone numbers and Sender ID formats to ensure successful delivery.

Rapid Problem-Solving for Customers

The Challenge

Recent rises in self-service, mobile and online banking; as well as online financial product quotes and comparison sites further add to the complexity of the customer’s journey.

Our Solution
  • Frequently Asked Questions (FAQ) / Knowledge base — Increase productivity and decrease call handling time with virtual agents. This allows contact centre agents to focus on more complex engagements.
  • Cross-channel support — Directly insert answers from the FAQ / Knowledge base into an email, chat or other text-based interaction. Agents can also reference information during phone-based support.
  • Interactive Voice Response (IVR) — Design better experiences with support for all channels and proactive, AI-powered self-service options for today’s digitally connected customers.

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EveryCloud and Slater+Gordon Case Study
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How Integrated Communications Drives Disruption at a UK financial firm.

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Did you know...

EveryCloud has over 15 years’ experience in the Cloud Communication space and we can help your journey to a cloud-based Contact Centre improving Customer Service in an omni-channel environment integrating Call Centre, Email, Live Chat, Co-browsing, Instant Messaging and much more. Click below to find out more...

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