Contact Center Software for Financial Services and Banking

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Secure, Personalized Interactions for Financial Institutions

Customers and clients are using more digital channels than ever before, and want to perform tasks such as online banking through these new digital channels. Many financial service providers now offer services like accessing savings accounts, opening a checking account, checking home equity loans, viewing insurance products, and opening up new debit cards and credit cards all through mobile apps and websites. The financial industry is often at the forefront of adopting new technology for customer support and are quick to add these digital channels to their solutions. Yet, adding these channels this can lead to a disjointed experience for both the customer and the support team that assists customers.

Bright Pattern’s PCI-compliant omnichannel contact center software helps financial institutions build strong customer relationships through personalized, omnichannel customer interactions on any digital channel. Support a variety of channels in your bank contact center for customers to connect with you through and allow your live agents to switch between channels seamlessly. Stand out in the financial industry with greater customer satisfaction and exceptional customer service.

Bright Pattern turned on 2000 agents in 10 days for one of North America's largest banks handling 3M interactions per month. Big or small Bright Pattern can provide the digital omnichannel customer experience your clients expect.

- 2nd Largest US Bank
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Powerful Features for Financial Serivces and Banking

AI-Powered
Powered by best-of-breed AI, Bright Pattern’s solution enables sentiment and telecommunications analytics to power agent assist and self-service solutions.
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Fully Compliant
Bright Pattern is fully compliant with federal government agency regulations and the standards set by PCI DSS.
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True Omnichannel
Connect with customers on any channel of communication. Support all emerging digital channels in the banking industry.
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Intelligent Routing
Utilize AI-powered interactive voice response to direct a private client to the right call center services. Route inbound calls and outbound calls quickly.
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Cloud-Based
Quickly deploy a remote workforce. Allow agents to be recruited to contact centers around the globe and flexibly adjust the number of agents.
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Quality Management
Ensure consistent, personalized customer experiences with omnichannel quality management. Great interactions, even at high call volume.
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Fully PCI Compliant

Bright Pattern’s contact center software is fully PCI compliant and can be used at any retail banks, financial institutions, brokerage firms, and credit unions. Through a combination of advanced encryption, secure databases, secure data transmission, and role-based access control, Bright Pattern follows regulatory compliance. Protect your customer contacts and your financial brand through secure communications.

Quality Management on Every Interaction

Bright Pattern’s cloud customer experience platform has built-in omnichannel quality management that utilizes AI and analytics to monitor 100% of interactions on every channel. Ensure best practices are being followed, boost first call resolution, implement effective training sessions, access all call recording transcripts, allow supervisors to gain insights, and empower contact center agents.

Comprehensive CRM Integrations

Bright Pattern’s contact center software can be integrated with any major CRM provider, like Microsoft Dynamics, Zendesk, Salesforce, ServiceNow, and Oracle Service Cloud. Connect with customers effortlessly and utilize CRMs to provide a personalized, context-rich interaction. Give the right agent easy access to customer support information and the knowledge base.

Additional Retail Call Center Software Features

Unified Agent Desktop
CRM Integration
True Omnichannel
Cloud-Based
Intelligent Routing
AI-Powered Agent Assistance
Sentiment and Text Analysis
Interactive Voice Response
Built-in Quality Management
WFO and WFM Integration
Call and Screen Recording
Automated Bot Conversations
Drag-and-Drop Scenario Builder
All Digital Channels Supported
Automatic Call Distribution (ACD)
Click-to-Call, Click-to-Chat Capabilities

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    Best ROI and Time to Implement

    Bright Pattern beat all other CCaaSS vendors 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.

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    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.
    KC R.
    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

    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. 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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