Solutions for Financial Services
In today’s economy, businesses operating within the financial services industry face increased risks, fueled heavily
by ongoing regulatory change and heightened public scrutiny. Additionally, to thrive within this highly competitive
environment, financial services organizations need better insight into their customer dynamics and greater control over
the quality of service their agents provide. OAISYS call recording and interaction management solutions can help
businesses within the financial services industry, such as bank and credit unions, capture a wealth of customer
intelligence, monitor employee and customer interactions for quality assurance purposes and obtain protection from
compliance and liability issues.
OAISYS call recording and interaction management solutions offer many benefits to the financial services industry,
including:
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Improved compliance with various regulatory requirements, such as the Gramm-Leach-Bliley Act, PCI
Data Security Standards and the SEC Rule 17a-4.
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Enhanced superior customer service, improved customer loyalty and maximized revenue generation through more
effective cross-selling and upselling efforts.
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Protection against “he said/she said” customer disputes that may initiate unnecessary refunds or legal action.
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Verification of transactions conducted over the phone as well as an accurate and reliable audit trail of verbal
commitments, reducing the amount of customer paperwork.
OAISYS provides innovative, reliable and affordable call recording and interaction management solutions for the
financial services industry that help to ensure regulatory compliance and improve customer service. Contact an
Authorized OAISYS Reseller today to find how our solutions can benefit your organization.
