Genesys Cloud - Developer Community!

 View Only

Sign Up

  • 1.  Customizations

    Posted 20 days ago

    Hi there

    Has anyone done some customizations in financial services that you super proud of and happy to share some information on? I am looking for some ideas that are out of the box for the contact centre of the future. Anything innovative in financial services will be helpful.


    #Uncategorized

    ------------------------------
    Chantelle Fraser
    Senior CX Advisory Consultant
    ------------------------------


  • 2.  RE: Customizations

    Posted 19 days ago

    Hi Chantelle, great question.

    In financial services, some of the most innovative Genesys Cloud customizations I've seen focus on moving from reactive service to proactive, trusted engagement:

    • Event‑driven journeys using Genesys Cloud Journeys + Architect to trigger proactive outreach (WhatsApp, SMS, outbound calls) based on customer behavior or financial events.
    • AI‑assisted, human‑led interactions where bots collect context and authenticate upfront, and Predictive Routing sends the interaction to the best-fit agent with full journey visibility.
    • Frictionless authentication leveraging Voice Biometrics and journey context to reduce repetitive security questions while staying compliant.
    • Predictive Routing with journey data, routing customers based on lifecycle stage and intent, not just skills or VIP status.
    • AI summaries and analytics to reduce after-call work and support compliance in regulated conversations.

    When fully leveraged, Genesys Cloud transforms the contact center into a strategic financial engagement hub, especially critical in high-trust, regulated environments.

    Would love to see what others are building with Journeys and AI in FS.



    ------------------------------
    Cesar Padilla
    INDRA COLOMBIA
    ------------------------------



  • 3.  RE: Customizations

    Posted 19 days ago

    Awesome. Thank you



    ------------------------------
    Chantelle Fraser
    Senior CX Advisory Consultant
    ------------------------------