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Financial Services

Digital Innovation in Financial Services

Transformation Starts Here

Secure Access, Anywhere, Anytime

Competition and challenges in Financial Services never ease up and never slow down. From banking to insurance, to accounting firms and stock brokerages, there is growing complexity, security and regulatory requirements. The requirements often make it hard to give customers the reliable and instant anywhere, anytime access they expect. As those expectations keep growing, you need the agility to adapt to the latest technology advances and deliver an amazing experience, every time.

Avaya brings the experience, innovation and open approach that helps you make the most of every customer interaction.

The U.S. Fintech Symposium

Attend September 23-24 in Orlando to find networking opportunities and attend educational sessions. Avaya is the Technology Leadership Sponsor at this conference—don’t miss the demos and discussions showcasing our FinTech solutions.

Register Now
The U.S. Fintech Symposium

Stand Out from the Competition

New Technologies for Personalization

Avaya’s open digital platform can help you offer new compelling experiences.

  • Serve up a personalized experience with AI and machine learning
  • Connect with customers on multiple channels seamlessly and securely
Financial Services
Financial Services

Innovate On Top of Legacy Systems

Aging Systems Can Hinder Innovation

Avaya can help you turn your existing systems into a competitive advantage.

  • Integrate new technologies with your software and hardware platforms and workflows
  • Use historic data to streamline processes and deliver personalized engagement

Build Customer Loyalty

Maintain Loyalty in a World of Choices

Avaya can help you attract new demographics and retain your existing customers.

  • Deliver communications that are targeted and timely
  • Offer new mobile and digital experiences that inspire loyalty to go viral
Financial Services

Avaya OneCloud CCaaS for Financial Services

With a single view to how your employees engage with your customers and technologies, leaders can more easily see where strategic solutions can enhance work experiences, drive efficiencies, and transform your customer experience.

  • Automation and Self Service: Proactive notifications, speech and visual self-service, IVR, campaign and outbound management
  • Voice and Digital Channels: Video, voice, chat, SMS, messaging, social, co-browsing, and bring-your-own-channel
  • AI and Virtual Assistants: Sentiment analysis, knowledge management, and virtual co-workers
  • Workforce Engagement Management: Call and screen recording, quality management, workforce collaboration
  • AI-Enhanced Workflow Orchestration: Workflow design and automation
  • AI Analytics and Insights: Analytics on desktop, speech, and processes—plus CRM integration and performance management
  • Security and Biometrics: Highly secure, private, and compliant voice and facial biometrics
  • Advanced Routing: Context, insight, attributes, and AI that matches customers to the best resources
  • Seamless Transfers: From self-service to agents or member advisors, includes full context and a single view of the customer and channels

Solution Demo Videos


Credit Card Application


Interest Rate


Fraud Detection

Standard Chartered

Standard Chartered: The Digital Bank with a Human Touch

View Case Study
Canon Financial Services

Financial Services

Self-Service is ‘Golden’ at Canon Financial Services


Financial Services

O Yeah: All-Digital O-Bank Succeeds Without Brick-and-Mortar Branches


Financial Services

Account Opening by Video: Sparda-Bank Baden- Württemberg Makes Eye Contact with the Customer


Deliver a Personalized Experience

IDC Infobrief - The branch is a place to deliver a personalized experience and showcase innovation and transformation.



Make Mobility a Standard


For Financial Services Organizations - Experience is Everything


The Future of Customer Experience in Financial and Insurance Services

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