Trusted by global brands
Financial Services CX Solutions
A WEM Suite to Fuel Customer-Centric Finance
Only Calabrio ONE unites WFO, agent engagement, and AI-fueled business intelligence solutions into a comprehensive, true-cloud WEM software for financial services contact centers, bank branches, and back offices.
Exceptional CX Starts with Interaction Analytics
Capture the true voice of your customer, across 100% of your interactions, and build better experiences with finance and banking customer interaction analytics behind your team. Reliable call recording supports real customer intelligence to deliver seamless, personalized experiences that stand out.
Understand & Elevate Every Customer Interaction
Financial services analytics solutions put the wealth of your customer data to work for your business—and helps you deliver incredible client value.
- Speech and Text Analytics
- Sentiment Analysis
- Custom Dashboards
Cast Studies
A trusted ally to leading brands looking to empower employees and maximize performance
Calabrio ONE is trusted by Fortune 500 brands and counted on by top technology partners. See how we’ve helped leaders in an array of industries get the very most out of their customer experience data.
Contact Center & Branch Workforce Management
WEM Tools You Need to Empower Your Firm
Calabrio ONE provides leading branch workforce management and optimization solutions because empowered employees deliver better CX—for financial services contact centers, bank branches, and beyond.
Why Calabrio
Deliver CX and Service that Stands Out
Calabrio ONE is built to meet the contact center and branch workforce management needs of today’s fast-moving financial services industry. That’s why it’s trusted by top brands and used by millions of agents and counting.
How We Help Brands
Leading-edge tools built—and trusted—to enrich and understand human interactions
Only Calabrio ONE unites WFO, agent engagement, and AI-fueled business intelligence solutions into a true-cloud, fully integrated suite that adapts to your business.
Customer Reviews
Leaders in contact center workforce satisfaction
See why customers choose Calabrio to quickly turn insights into revenue-boosting action.
Charles Angelo V
Outsourcing/Offshoring Quality Analyst
Lisa P
Enterprise Workforce Analyst
Brian W
Mid-Market Workforce Management Planner
Charles Angelo V
Outsourcing/Offshoring Quality Analyst
Lisa P
Enterprise Workforce Analyst
Brian W
Mid-Market Workforce Management Planner
Book a Demo
Empower your employees. Transform your CX
Connect with our contact center transformation and customer experience experts today, and witness firsthand the incredible impact our AI-powered solutions can have for your organization—and your customers.
FAQs
Looking for help?
Explore some of the most frequently asked questions about Calabrio ONE for financial services and banking.
In financial services, customer experience (CX) refers to the sum total of all interactions a customer has with your institution—from initial account opening to ongoing transactions and customer service inquiries. It encompasses every touchpoint, whether in person at a branch, online, over the phone, or through mobile apps. CX, of course, comprises more than just the apparent quality of these interactions. Ultimately, it’s also about how customers feel throughout their entire journey. A positive CX builds trust, loyalty, and drives business growth. In an industry where competition is fierce and consumer expectations are high, providing exceptional CX is essential to attract and retain customers.
Banking customer interaction analytics is the process of capturing and analyzing data from every customer interaction. This includes phone calls, emails, chats, social media interactions, and even in-person conversations. By scrutinizing this data, banks can gain deep insights into customer preferences, pain points, and emerging trends. This information goes beyond surface-level feedback and uncovers underlying drivers of customer behavior. Interaction analytics is the key to understanding the “why” behind customer actions, which is essential for making informed decisions and tailoring services to meet specific needs.
Financial services and banking customer analytics empower institutions to improve CX on multiple fronts. By identifying patterns and trends in customer interactions, you can proactively address issues before they escalate, personalize offerings to individual preferences, and optimize processes to streamline customer journeys.
For instance, analytics can highlight common pain points during loan applications, allowing you to simplify the process. It can also reveal which channels customers prefer for different types of inquiries, enabling you to allocate resources efficiently. Ultimately, customer analytics enables you to tailor every interaction to enhance satisfaction, loyalty, and long-term value.
Yes, Calabrio ONE is designed to seamlessly integrate with a wide range of financial services and banking solutions. This ensures that interaction data flows into a centralized platform for comprehensive analysis, accuracy, and insight. By consolidating data from various sources, Calabrio ONE provides a holistic view of customer interactions, making it easier to identify trends and make data-driven decisions.
Calabrio ONE is a leading workforce optimization suite that provides a range of tools that can support contact centers as well as bank branches. Calabrio ONE can support branch workforce management by precisely forecasting customer demand, supporting optimized staffing levels, and automating scheduling to ensure the right people are in the right place at the right time. This maximizes efficiency, reduces wait times, and enhances the overall customer experience.
