Finance | Smile.CX

Para los líderes financieros, la experiencia del cliente ya no es una función de soporte, es un activo estratégico.

En los servicios financieros, cada interacción con el cliente es un posible riesgo de cumplimiento, un motor de ingresos o un desafío de lealtad. Smile.CX brinda a los líderes financieros visibilidad y control en tiempo real sobre todo el recorrido del cliente, transformando las operaciones de servicio en una ventaja competitiva.

Impacto comprobado en más de 4,500 clientes

XX%

Increase in right-party-contact (RPC) conversions

XX%

Reduction in hold times violations

XX%

Improvement in internal and external compliance adherence

XX%

ROI achieved

XXX,XX$

Extra revenue per agent

Descubre las historias de éxito de nuestros clientes

Qué frena el CX en servicios financieros hoy

Service interactions are fractured by product line

Mortgage, card, deposit, and wealth teams each run different tools, scripts, and processes. Customers move across channels, but internal logic often doesn’t follow.

Trust relies on real-time decision quality

A delayed KYC re-check, an unresolved dispute, or a fraud lockout can trigger churn or worse, reputational loss. SLA compliance doesn’t equal customer recovery.

Automation is accelerating without oversight

Generative AI handles tier 1. But what happens when it touches regulated flows without audit trails, role-based access, or escalation triggers?

CX maturity varies across generations and journeys

Some customers expect instant embedded servicing; others rely on voice. But all face the same regulatory logic. Without orchestration, personalization becomes non-compliant.

Dónde ayuda Smile.CX

Smile.CX asegura que los flujos de alto riesgo como verificaciones KYC, bloqueos por fraude o escalamientos de quejas nunca se gestionen a ciegas. Cada disparador es explicable, cada paso queda registrado y cada incumplimiento es prevenible.

Integrates with your existing systems — no replatforming

Connects to CRMs, risk engines, call center tools, and core banking without disrupting governance or introducing latency.
Meets FS-grade security by default

Includes bank-level encryption, role-based access, and traceable data flows that align with internal policies and external mandates.
Keeps critical decisions human-led and auditable

No black-box AI. Smile.CX ensures high-risk moments (like complaints, escalations, or fraud holds) remain explainable, controllable, and escalation-safe — with humans in control when it matters most.
Orchestrates journeys across support, risk, and product ops

Complaint handling, onboarding, and fraud response follow a unified, logic-driven path — not fragmented scripts or channel silos.
Supports concurrent case handling with full context memory

Agents can manage multiple flows at once — rejoining AI-handled interactions with instant copilot summaries and no loss of continuity.
Adapts to how you work — then learns

Avoids template lock-in. Smile.CX evolves with how your workflows, teams, or regulatory pressures shift.