Compliant quality service for any financial scenario.

When money and trust are on the line, there’s no room for error. Give your contact center team the confidence to handle the most complex banking and financial calls with visual knowledge management.

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Deliver trusted answers for any customer inquiry.

Visual step-by step guides help new and experienced agents easily navigate any financial services process and policy with confidence.

Credit Applications

Fraudulent Transactions

Loans and Investments

Mortgage Renewals

Policies and Premiums

Benefits for Financial Services contact centers

Quality compliant service.

Avoid the risks and costs associated with ever-changing processes and regulations with one source of process truth your team can count on.

Improved agent performance.

Agents no longer dig through endless documents and can lean on automation to take care of manual error-prone tasks for faster call resolution.

Faster training.

Step-by-step guides and expert knowledge transfer means anyone can handle complex financial calls from day one and quickly ramp up with confidence.

Results seen across our financial services customers

Decrease
in Escalations

Reduction in
Compliance Audit Time

Reduction in
Training Time

How visual knowledge management helps

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Reduce complexity with intuitive guidance.

Financial inquiries, from loan applications to fraud disputes, are often complicated and high stakes meanwhile customers expect instant answers.

Turn complex policies into step-by-step visual guides that are accessible and give every agent a clear path to accurate answers, no matter the experience level.

Stay on top of changes and regulations.

With compliance standards shifting constantly and inevitable staff churn, keeping information current is a full-time challenge.

Use built-in approval workflows, knowledge capture, and change history to manage updates and crowdsource improvements across teams so procedures stay accurate.

Eliminate errors and costly escalations.

In finance, mistakes are expensive — both financially and reputationally. Accuracy and consistency are everything.

Automate manual, error-prone steps so agents can focus on serving customers and ensure every call follows the right process the first time.

Hear from our customers

“Procedureflow gave us a new way of creating processes. We were able to get rid of the bulk of physical processes and now everything lives in one place.”

Christine Bollendorf, Assistant Vice-President, Member Services Operations

“As a centralized hub for all our processes, Procedureflow is the only way we can operate. It works for any ‘if this, then that’ process scenario, and we found value in using Procedureflow in areas outside our contact center, including back-office and application processing.”

Meredythe Miles Training and Development Program Manager

“Implementing Procedureflow has made our agents’ lives easier by creating consistency and removing the intimidation and guesswork around our processes. Agent satisfaction is the highest it’s ever been in our contact center and customers benefit from a better, more consistent customer experience.”

Ryan Janicki VP of Operations

Is your knowledge ready for AI?

With strong governance and a trusted knowledge foundation, you’ll be ready for future innovation. Whether scaling AI tools or meeting new regulations, Procedureflow ensures your knowledge is accurate, compliant, and AI-ready.

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