Puzzel for
Financial Services & Insurance

Smarter customer service for modern 
money management

Transform traditional banking and finance with next-generation service

Customers today want effortless financial services with personalised support — available across all channels, all the time.

Puzzel’s Contact Centre for Financial Services makes this possible with all channels and customer data consolidated into one powerful cloud platform. From opening new accounts to processing claims or conducting online consultations, you can deliver the service, attention and care your customers expect with a seamless blend of live assistance and AI-powered self-service tools built for next-generation experiences.

A customer service platform built for banking, finance and insurance:

  • Superior security and compliance
    Protect your customers’ information with the highest security and compliance across all customer service channels.
  • Fully customisable to suite your workflows
    Our open software can integrate with your existing CRM, plus dozens of other payment and analytics apps available via our Puzzel Marketplace.
  • Guide customers through complex tasks
    Share screens with customers to assist with complex tasks, such as filling out a form or making a transaction, with all sensitive details obscured.
  • Enriched and empowered Agents
    Leverage AI to automate routine tasks and guide your agents on more advanced enquiries in real time.

Trusted by award-winning Financial Services and Insurance providers

Trusted by leading financial institutions

Josh Kirkbride photoSimply Business logo

“Makes life so much easier”

“Multi selecting out of adherence events is brilliant and a feature I hadn’t thought of but makes life so much easier.”

Josh Kirkbride, Resource Planner at Simply Business

“By far the biggest benefit of using the Puzzel contact centre solution is its flexibility and scalability, essential to supporting us during a period of tremendous growth and change. The transparency of the system and the visibility it provides puts us in complete control of our day-to-day contact centre operations. Thanks to Puzzel, we have a carefully tailored solution that brings operational and business agility to the contact centre.”

Senior Planning & MI Manager, Business Support at Ombudsman Services

Build customer relationships and earn loyalty with world-class service

Smarter experiences for Fintech

If you’re looking for innovation and smarter experiences for your customers and agents – look no further! We engineered one of the first cloud contact centre solutions and today our expert product team continue to push the boundaries of customer service. Our sleek Agent Application brings all the tools your agents need to deliver exceptional experiences into one simple, widget-based interface. And from conversational AI to robotic process automation, we’ve got the latest technology and integrations you need to deliver proactive service and drive the future of banking and wealth management. 

Revolutionise banking and lending

With more than 20 years’ experience building tailored customer service solutions and helping businesses migrate to the cloud – we are the technology partner you can trust to guide and support you on your digital transformation journey. Whether you want to add new digital channels, improve omnichannel orchestration or consistency, upgrade from a legacy on-prem solution, or boost efficiency with automation and AI, our expert team is ready to help. Our cloud solutions are ISO 27001 and ISO 9001 certified, so you can ensure the highest quality service and security for your customers. 

End-to-end efficiency for insurers

Selling insurance is busy work! To support your agents and reduce friction for policyholders, you need a contact centre solution that can manage every touchpoint within the claims process, from risk assessment to renewal, simply and effectively. When customers need a little extra help, agents can video chat or securely share their screens to assist with complex tasks or discuss policies and claims in more detail. Our contact centre also comes with a range of employee engagement tools, including call blending and workforce management, to ensure your contact centre is always efficiently and effectively staffed.