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  • 1.  Customizations

    Posted 3 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

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    Chantelle Fraser
    Senior CX Advisory Consultant
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  • 2.  RE: Customizations

    Posted 2 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.



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    Cesar Padilla
    INDRA COLOMBIA
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  • 3.  RE: Customizations

    Posted 2 days ago

    Awesome. Thank you



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    Chantelle Fraser
    Senior CX Advisory Consultant
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