Financial Services Call Center Software

Secure Call Center Software for Financial Services

Financial Institutions today are struggling to manage the various forms of communication demanded by their customers. Customer expectations have increased dramatically over the years and they expect personalization and the ability to choose their preferred form of interaction (i.e. chat, messaging, SMS. voice, etc.). Bright Pattern has addressed this challenge by delivering a fully integrated omnichannel contact center platform in which, regardless of the form or forms of communication a customer may choose, the context of each interaction is retained and it is treated as a single conversation.

From day one, our employees saw the value in the Bright Pattern solution and liked using it. The positive feedback from end-users and agents speaks to the ease of use of the Bright Pattern technology.

Powerful CX Features for Finance

Omnichannel Support for Voice, Video, and Digital Channels

Provide consistent customer service with multichannel interactions via voice, email, SMS, social messenger apps, and video. Driving additional revenue efficiently is key to continued success. When a customer comes to the bank wanting a credit card, it is to purchase goods and services. The credit card is a means to an end. Suggesting new purchases or linking to certain sites enhances the customer journey and experience.

Unified Agent Desktop

Consolidating customer data, communication tools, and easy-to-access information into a single desktop is critical in servicing your customers. The decluttered Agent Desktop puts actionable customer data and knowledge at your agents’ fingertips so they can solve customer problems, not hunt for information. By bringing all customer data to a single screen, agents are empowered to personalize each interaction.

Banking Call Center Software

Retail banking is more competitive than ever and consumers are starting to demand an omnichannel experience similar to what they are getting from other companies. As the banking industry is faced with adding channels, it is also battling increasing security threats. Bright Pattern Contact Center software helps banks meet customer demands with the highest security standards. Bright Pattern also meets the global needs of banks reaching across different geographies and time zones.

Outbound Calling Campaigns

Bright Pattern’s outbound contact center helps you automate and organize outbound calling campaigns and resources. Increase productivity by rapidly calling leads with Bright Pattern’s predictive dialer. The advanced algorithm ensures increased occupancy and regulatory compliance.

Integrate with Existing CRMs Out of the Box

Increase agent productivity with an integration UI, click-to-call, screen pop, and activity history automatically saved with each ticket. Bright Pattern has out-of-the-box integrations with top CRM providers, including Salesforce, Microsoft Dynamics, Zendesk, Oracle Service Cloud, and ServiceNow.

Support Conversations Anywhere the User Starts Their Journey

Digital transformation is a imperative for today’s financial institutions, and omnichannel is critical in reimagining the customer journey. According to McKinsey & Company, digitized entrants hold 17 percent of global revenue, yet 47 percent of digital revenue. In the financial services sector, this is now closer to 50/50. Omnichannel and moving to digital accelerates this transformation and creates new opportunities for enhancing the customer journey by developing new customer segments and increasing revenue.

Reduce Costs While Improving the Customer Experience

More financial service providers are moving to the cloud to take advantage of its many economic benefits, including reduced operational expense and improved efficiency, which drive increased revenue. Bright Pattern’s cloud software also improves ROI through innovative omnichannel features and an advanced integration ecosystem with out-of-the-box CRM integrations available. Whether you are a bank, brokerage firm, credit union, or other financial service providers, you can provide best-in-class customer experience to improve your bottom line.

PCI Compliant Call Center Software

Finance and banking require higher levels of security and compliance to protect all customer data and avoid litigation. It is important to have special security standards in place to prohibit agents from viewing sensitive information and to protect customer information from outside sources. Bright Pattern is PCI DSS 3.2 compliant and has received an independent third-party compliance certification from CompliancePoint.

CompliancePoint is a skilled team of contact center compliance consultants with a successful history of consulting and auditing Fortune 500 firms and global industry leaders.


Additional Financial Contact Center Software Features

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Best ROI and Time to

Bright Pattern beat all other CCaaSS vendors in the enterprise contact center market for the best ROI and the fastest time to implement by G2 Crowd and customer reviews! Bright Pattern’s low and fixed implementation price, minimal to no professional service fees, and quick onboarding allow our customers to realize ROI in half the time of other CCaaS providers.

Related Resources

Frost & Sullivan Contact Center Buyers Guide
Case Study
Money Ladder Innovates the Customer Experience

Hundreds of Five Star Reviews

The ease of implementation for chat has enabled us to quickly build and turn chat on for our customer facing sites in less than a day.
Derek G.
It is an extremely robust, while easy to use software. It can handle massive telephony centers with ease while maintaining competitive telco charges.
Easy to Administer and Powerful to Use
Howard Leary II
The power of predictive dialing technology and the flexibility offered by a first-rate company. With Bright Pattern, we have the ability to be agile and effective.
Gerardo G.
I use Bright Pattern as an outbound telephone and SMS platform. They have been very helpful!
William Ayer
I recently deployed this software for an outsourcing firm. They were able to deploy it in service of over a dozen customers. Bright Pattern was easy to deploy.
Tripp K.
First, the Brightpattern team is extremely customer focused and always willing to support customizations, or modifications to the product to address feature requirements in a quickly changing market.
Brian Feinberg

Frequently Asked Questions

Bright Pattern is one of the leading vendors for AI-driven omnichannel contact center software. Our contact center software is true omnichannel, allowing you to seamlessly connect with customers over any channel. Bright Pattern has the fastest ROI and the best ease-of-use in the industry.

Yes! Bright Pattern is fully compliant with all major laws and regulations, and is committed to protecting sensitive information. Bright Pattern is fully HIPAA compliant, TCPA compliant, GDPR compliant, SOC compliant, and PCI compliant. Read about our other compliances in our compliance page.

Bright Pattern’s contact center software is flexible, dynamic, and cloud-based. Bright Pattern’s contact center solution can be tailored to any industry and any situation. Request a demo and see how we can tailor Bright Pattern’s solution to your industry.

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