Retail Banking
Effortless Banking, Lasting Customers
Secure, high-touch support that enhances customer satisfaction and financial confidence.
How We Help You Succeed
Retail banking requires secure, seamless, and personalized support to strengthen customer relationships and enhance financial experiences. We provide compliance-driven solutions that optimize banking operations and improve engagement.
Solving Key Roadblocks in Retail Banking Success
Banking Support
Our expert teams provide real-time assistance for account management, transactions, and inquiries.
Customer Assistance
Banking never stops, and neither do we. Our team delivers always-on support across chat, phone, and digital channels.
Retention & Financial Engagement
AI-driven insights help banks anticipate needs, provide tailored recommendations, and strengthen long-term relationships.
Fraud Prevention
We protect customer accounts with proactive fraud detection, secure transactions, and regulatory compliance.
Loan & Account Processing
From new account openings to loan applications, we streamline banking workflows to ensure efficient service.
Why Choose Iterum?
Banking Expertise
We enhance customer experiences, improve service efficiency, and build stronger banking relationships.
Tailored Solutions
Custom support that streamlines operations, boosts engagement, and adapts to your needs.
Multilingual Service Support
Fluent service in English, Spanish, French, and Portuguese for seamless global banking interactions.
Confidential Transactions
Advanced fraud prevention and full compliance with PCI DSS, KYC, and financial regulations.
Smarter Solutions Banking Solutions
Retail banking customers expect fast, secure, and personalized service at every touchpoint. Our AI-powered tools enhance customer interactions, streamline banking operations, and improve fraud prevention with real-time insights. Here’s how:
Speaker Recognition
Identifies and verifies customers instantly, ensuring secure banking transactions, personalized account assistance, and fraud prevention without added friction.
Sentiment Analysis
Detects customer emotions in real time, helping banks proactively address frustrations, enhance satisfaction, and tailor financial solutions to individual needs.
Disposition Automation
Automatically categorizes banking inquiries, streamlining loan applications, dispute resolutions, and transaction support—reducing manual effort and improving response times.
Transcriptions
Converts customer interactions into searchable text, enabling better compliance tracking, dispute resolution, and service optimization across all banking channels.
Word Flagging
Flags critical terms like “fraud alert,” “account freeze,” or “loan application” to ensure high-priority issues are identified and resolved immediately.
AI Phrase Analyzer
Understands customer intent to refine chatbot and agent responses, ensuring quicker, more precise financial support while improving self-service options.
Business Logic Mapping
Maps customer interactions and financial behaviors to refine personalized banking offers, detect fraud patterns, and streamline account servicing workflows.
Call Summary
Generates concise overviews of customer interactions, allowing teams to quickly follow up on fraud cases, loan approvals, and account modifications with full context.
Feature Extraction
Extracts key insights from customer conversations to refine banking products, improve loyalty programs, and enhance customer engagement strategies.
Measuring Silence Time
Analyzes pauses in customer interactions to identify friction points, optimize agent scripts, and improve response efficiency for seamless banking support.
Security & Trust – Protecting What Matters Most
We meet the highest industry standards, ensuring enterprise-grade protection across every layer of operations. From compliance to advanced threat prevention, we safeguard your business, customers, and data.
Background Checks
Criminal records, OFAC verification, and ongoing security training ensure a trusted workforce.
Workplace Policies
Strict clean desk policies, paperless environments, and 24/7 CCTV monitoring keep operations secure.
IT Security
VLAN segmentation, restricted internet access, guest PC controls, and USB port restrictions prevent unauthorized access.
Controlled Communication
VLAN segmentation, restricted internet access, guest PC controls, and USB port restrictions prevent unauthorized access.
Our Results in Your Advantage
We don’t just deliver numbers—we deliver real, measurable value that BPO buyers care about.
Flexible, No Long-Term Commitment
We operate on month-to-month contracts, giving you the agility to scale up or down without being locked into rigid agreements.
30-Day Launch in Any of Our Locations
Need to get up and running fast? We can launch full operations in just 30 days across our global sites, ensuring a seamless, rapid transition.
Recruitment Costs 1/3 of Industry Averages
Finding the right talent shouldn’t break the bank. Our efficient hiring process cuts recruitment costs by 66%, while still delivering top-tier talent.
Case Studies
See how Iterum delivers measurable results and transforms Back-Office Operations for our partners.
Financial Services Company Lowers Cost Per Contact by 25% with Custom Intelligent IVR
See how Iterum supported fast growth with custom solutions.
Medical Device Company Reduces Error Rate and Saves Money with Pareto Database Solution
See how Iterum supported fast growth with custom solutions.
International Airline Successfully “Lifts and Shifts” to Work-at-Home in Response to Pandemic
See how Iterum supported fast growth with custom solutions.
Your Customer Experience?
Iterum Connections is here to help you scale your operations, streamline workflows, and deliver exceptional customer support. Let’s take the next step together.
