HYPERAUTOMATION ACCELERATORS
Financial-service solutions built around trust, speed, and accountable decisions
Use adaptable vertical accelerators to modernize customer acquisition, service, fraud, complaints, onboarding, and high-value advisory work without forcing every process into the same path.
Retail Banking Sales
Offer personalized banking and financial services with connected customer context and guided work.
Fraud Management
Open, investigate, document, and resolve fraud cases consistently across teams and channels.
Customer Support
Manage proactive, personalized support with a complete view across front, middle, and back offices.
Complaint Resolution
Resolve complaints quickly, preserve accountability, and prevent avoidable escalations.
Account Opening
Onboard new customers quickly and effortlessly while coordinating data, documents, checks, and approvals.
Wealth Management Cases
Manage high-value customer offers, advice, service requests, and exception-driven cases.
PRE-BUILT VERTICAL SOLUTIONS
Jumpstart financial-services transformation with an adaptable application foundation
Keep the processes that differentiate the institution, modernize the ones that create friction, or introduce new journeys. Eccentex combines reusable financial-services patterns with an agile low-code and no-code platform to digitize, simplify, and optimize work without creating another rigid point solution.
Start with the industry process that matters most
Use a reusable vertical foundation, then adapt it to your customers, employees, policies, systems, channels, and operating model.
CONNECTED CUSTOMER SERVICE
Resolve customer issues end to end
Provide full visibility across front, middle, and back offices. Give employees the customer, account, interaction, case, document, and task context needed to solve problems before they escalate.
Detect Fraud, enforce compliance and support employees with best practices based automated knowledge surfacing.
Leverage the power of AI to craft response proposals and pop up next best action recommendations in each process steps.
EMPLOYEE PRODUCTIVITY
Free employees to focus on higher-value financial work
Automate repetitive tasks and put the right information, tools, guidance, and insights in one place so teams spend less time searching or repeating completed activity. Leverage the power of AI to auto process documents and extract the most important data automatically.
Review and approve AI recommendations through a Human Verification Station to remain in control.
MOVE BEYOND POINT SOLUTIONS
Fragmented systems should not slow financial service down
Self-service and automation resolve simpler requests, leaving employees to manage journeys that demand judgment, context, compliance, and coordinated work.
Repeated Work
Employees lose time repeating activity, rebuilding context, and tracking work that was already completed elsewhere.
Scattered Customer Data
Critical customer and account information remains hidden across core systems, spreadsheets, email, notes, and document stores.
Integration Friction
IT teams struggle to update connected systems without creating new dependencies, delays, or customer-service disruption.
INDUSTRY PLATFORM CAPABILITIES
Connect journeys, cases, content, systems, and accountable work
Use Eccentex HyperAutomation Cloud capabilities to modernize industry processes while keeping people at the center of complex decisions.
Customer 360
Unify customer, account, interaction, product, case, document, and relationship context for employees.
Dynamic Case Management
Support structured processes and exception-driven financial cases on one configurable foundation.
Omnichannel Service
Preserve context across voice, email, chat, messaging, portals, self-service, and assisted channels.
Fraud & Compliance Work
Apply rules, investigations, approvals, evidence handling, privacy controls, and complete audit history.
Intelligent Work Distribution
Prioritize and route tasks using expertise, value, urgency, workload, service commitments, and risk.
Operational Intelligence
Monitor customer journeys, case performance, workloads, service commitments, risk, and outcomes in real time.
SECURE, REAL-TIME OPERATIONS
Stay compliant anywhere without losing the customer context
Securely connect financial data, control who can see what and from where, and keep information current in real time.
Leverage AI to auto-detect Fraud Signals and classify confident documents. Guide through employees on complex processes with a step by step guidance.
Enable your employees and leaders to able to make fact-based decisions from a governed operational picture instead of reconciling multiple versions of the truth.
RELATED SOLUTIONS & PROOF
Continue exploring Eccentex capabilities and customer outcomes
Use these product, thought-leadership, and customer resources to go deeper into the operating patterns highlighted on this industry page.
Genesys-Connected ServiceJourney
Extend contact-center engagement with connected case work, automation, and customer context.
Consumer Loan Customer Story
See how a consumer-loan organization reduced its call center by 210 FTEs and saved more than $3 million.
FairWay Resolution Customer Story
See how AppBase supported digital transformation during a period of rapid operational change.
HYPERAUTOMATION CLOUD FOR INDUSTRIES
Explore the complete Eccentex industry solutions family
Move between industry experiences while retaining the same adaptable platform, human-centered automation approach, and connected operating model.
Government & Public Sector
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Insurance & Pension Funds
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Banking & Financial Services
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Technology & Telecom
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Retail, Travel & Hospitality
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Energy & Utilities
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Healthcare & Life Sciences
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Ready to modernize a financial journey without creating another silo?
Bring us an onboarding, service, fraud, complaint, wealth, lending, or back-office process. We will help you connect the customer, work, data, documents, rules, and decisions.