Blog
Smarter customer service for modern
money management
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.
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.
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.
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.