banking, Financial services & insurance.

Quobis Communications Platform unveils the future of customer experience in BFSI. More secure & cost-efficency communication for all bussiness cases.

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Banking, financial services and insurance

Leading banks trust Quobis

Quobis has earned significant experience in the banking, financial and insurance sectors, contributing to the digital transformation of its relationship with its clients and collaboration between employees and guaranteeing the security of its communications.

Quobis BFSI portfolio

ID Verification with video is a key process to enable the execution of remotely common operations such as opening a bank account, keeping sure about the identity of the new customer.

Having a close relationship with the customer without the need to move to the branch office.
Video-calling is a key service to engage online customer.

Reporting issues or damages to insurance companies via video conferencing.

Embedded video, voice or chat into branded banking mobile apps, click to call from Web or ATMs to improve customer experience and lowing connection cost for customers and corporations.

One of the most common challenges when corporations grow or acquire other enterprises are related to securely connecting these new branches with different architectures or technologies. Quobis has been working for 14+ years on the integration of real-time networks (typically voice) in banks and other major companies. Activities include working with 3rd parties on session border controller integration (interconnection and interworking of voice networks) and other voice applications.

BFSI is a highly regulated industry, with relevant differences between countries. Quobis have a demonstrated experience helping banks and financial institutions to be compliance ready.

Quobis collaborator on mobile devices to deliver an Enterprise Messaging Solution, in addition to voice and video, fully compliant with GDPR. Data is kept within the company.

Quobis Platform brings features fully integrated with existing assets like placing the call from the electronic banking application or adding the possibility to handle these sessions from the CRM/ERP for employees or the agents of the call centre.

Employees and contact center agents might use virtual desktops running in dump devices working from home, as it reduces expenses and minimizes the possibility to suffer attacks and any security threat. WebRTC can run as an endpoint in these devices, fully connected to the existing PBX and numbering. No need to add a deskphone.

Digital roadmap for banking, financial services & insurance

embedded communications banking
Internationalization & growth

Mergers and acquisitions or simply open new branches require merging voice networks and consolidate a number of policies.

Teleworkers

Flexibility supporting multiple devices (some owned by the employees) and provide the same services while keeping security.

Online Banking

Retail banking is no longer about visiting the bank branch. How to securely identify a customer is the first step to open all operatives to the new reality.

Service Compliance

Physical security is not valid today. More focus on logical security. Certifications and regulation (MiFID, PCI, etc) must comply.

Success case