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How we serve the Finance Industry

The world of finance is turning digital. Today, 93% of the population has embraced online banking, whilst a quarter of British adults have an account with a digital-only bank. Has your finance Contact Centre made the move?

How we can help you to optimise your finance Contact Centre

Keeping ahead of the latest trends and satisfying customer demand is essential to the fast-paced finance industry. We can help you balance the demands of a digital transformation programme by delivering a compliant and secure system that meets the needs of your customers.

Inflexible legacy systems

Out-of-date systems can account for significant issues with agent productivity, customer experience and TCO. To make migrating to a new cloud system as frictionless and cost-effective as possible, we provide AI, automation and integration services.

Digital transformation

Whether evolution or revolution is your strategy, we ensure end-of-life technologies are replaced with innovative and reliable solutions that deliver the features and benefits you need.

Protecting your customers’ financial health

First contact resolution

Investment in FCR brings significant short- and long-term benefits. Anticipating needs and delivering customers to the most appropriate resource quickly pays dividends in increasing revenues and reducing customer churn.

Competitive advantage

Consumer-driven business strategies and staying ahead in a multi-channel world can make or break a financial organisation. We can help you take all the steps necessary to stay ahead of the competition and enable you to attract and retain customers.

Driving innovation securely

Security & compliance

Having a secure environment means you tick many compliance boxes, as well as creating a great service for your customers. Our intelligent security solutions are designed to simplify your compliance requirements.


See how Hodge Bank benefited from a Genesys Cloud solution

Genesys Cloud Contact Centre

We were rapidly able to deploy the full benefits of Genesys Cloud CX to allow for a new Contact Centre solution that included the ability for agents to work remotely.

Consultancy services for Finance

Driving change within the financial services industry need not be taxing. IPI’s team of dedicated consultants can work closely with you to optimise your Contact Centre, delivering a better experience more suited to your digitally-enlightened customer base.

Contact us to find out more

Latest updates



New to the ElasticCX CCaaS suite of solutions, Service Recovery provides robust and scalable service recovery for contact centres.



Insights into the evolution of contact centres, harnessing the power of AI and other technologies, and the next 5 years.