Financial Services

Provide an exceptional customer experience.

Interactive Intelligence® can help distinguish your company with innovative, multichannel solutions for providing exceptional customer service!

Build loyalty through service.

Today’s consumers demand a highly personalized experience, especially with their financial institution. Drive information to your front-line employees about the customer, what services they use, and what new services might benefit them. And deliver quality service regardless of employee location – in the contact center, at the branch office, at home or remote.

Impress with multichannel access.

Customers want to interact with you on their schedule and through a variety of different channels. Use our multichannel platform to route calls, handle web chats, email and social media – and skills-based routing to match each customer’s unique needs with the best possible agent.

Limit complexity, not capabilities.

Reduce or even eliminate the complexities of multi-vendor integrations with Customer Interaction Center’s™ all-in-one platform in the cloud or on premises, with tools you need to attain your customer experience goals.

  • Multichannel and voice recording – including speech analytics
  • Email, chat, SMS, social media
  • Workforce optimization with quality monitoring and agent scheduling
  • Proactive campaigns and outbound dialing
  • Full-time, 360-degree view of customers and the operations that support them


Banks often have large inbound, outbound, or blended contact centers in multiple locations - so it’s easy for them to realize the benefits of CIC’s all-in-one platform.

Credit Unions

Credit Unions pride themselves on providing exceptional customer experiences to members, so business process automation and contact center capabilities help them achieve service goals.

Over 400 financial services companies call on Interactive Intelligence® for proven communications solutions.

Find a partner that cares as much about your business as you do

Make Interactive Intelligence an extension of your internal IT organization for world-class operations, education, and support.

  • Client Success – Partner with a team committed to your success
  • Professional Services – Tap into experience from thousands of deployments
  • Education – Get the training you need to hit the ground running
  • Support – Ensure the heart of your business doesn’t skip a beat