Secure Support for Finance
Deliver exceptional customer service while maintaining the security and compliance financial institutions require.
Financial Services Support Challenges
Regulatory Compliance
Financial regulations require careful handling of customer data and communications.
Fraud Prevention
Identifying and escalating potential fraud quickly is critical.
Complex Products
Financial products require accurate, compliant explanations.
High Stakes Interactions
Customer trust depends on accurate, professional support.
How Relay Helps
Enterprise Security
Bank-grade security with encryption, SSO, and access controls.
Security FeaturesPriority Detection
AI identifies urgent issues like fraud reports for immediate escalation.
Priority PredictionConsistent Responses
Macros and AI suggestions ensure compliant, accurate responses.
Macros & TemplatesFull Audit Trail
Every interaction is logged for compliance and quality review.
Activity LoggingCommon Financial Services Use Cases
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