Financial Services and Insurance
Help your customers control their finances by giving agents the information they need to deliver the best support at the right time.
Meet expectations for connected customer journeys
Customers want seamless experiences with banking and insurance providers.
Join the dots
By leveraging the potential of AI and integrations with external systems, Syntelate XA makes it easy for agents to handle customer inquiries and applications successfully.
Unify and simplify
The unified agent desktop provides a full view of the customer, while scripts and on-screen notices provide essential support through each interaction.
With everything they need at their fingertips, your agents are in the best position to strengthen your customer relationships and grow your revenues.
Compliant and secure
Each step of your customer's journey meets industry standards, including ISO 27001 and GDPR (EU and UK). Third-party integrations extend Syntelate XA's compliance with other key regulations.Explore Syntelate XA
AI chatbots and routing
Before the customer reaches an agent, AI-enhanced chatbots triage the conversation and link with Syntelate XA's routing to pass the customer to an appropriately skilled live agent.Explore chatbots
Merge CRM data and show crucial information at the right time to support your agents to deliver quality customer engagement. Use scripts as part of your up-selling and cross-selling strategy.Explore Syntelate XA