FINANCIAL SERVICES

Secure, compliant customer & policyholder engagement

Unify interactions across voice, messaging and email while maintaining auditability, consent and data governance for regulated financial operations.

Build Trust, Not Just Transactions

Ensure Ironclad Compliance

Maintain a complete, auditable record of every interaction and disclosure, automatically logged and secured.

Accelerate Case Resolution

Equip agents with a unified view of policyholder data and conversation history to solve issues faster.

Drive Smarter Growth

Use data-driven signals to power personalized retention campaigns and identify cross-sell opportunities.

Modernize the Client Experience

Offer seamless, secure communication on your clients' preferred channels, from SMS to voice.

The Uniconnect Impact in Finance

35%

Reduction in compliance reporting time

20%

Increase in successful policy renewals

40%

Faster claims intake and processing

9.2/10

Average client satisfaction score

Meet Auri, Your Compliance Co-pilot

Auri assists your teams by providing real-time regulatory disclosure prompts, summarizing complex claim documents into structured data, and detecting sentiment shifts that could indicate risk or fraud. It's the AI advantage for secure, efficient operations.

Explore Auri's Capabilities

Frequently Asked Questions

How does Uniconnect support regulatory audits?+

Every interaction, agent action, and AI-generated summary is immutably logged with timestamps. Our platform allows you to easily export comprehensive audit trails for specific timeframes or cases.

Can we integrate this with our existing core banking or policy admin system?+

Yes. Uniconnect's integration layer is designed to sync with systems of record, allowing for a unified view of the customer without replacing your core infrastructure.

How is sensitive customer data (PII) protected?+

We employ end-to-end encryption, configurable data redaction, role-based access controls, and operate within secure, compliant cloud environments to ensure data is always protected.

Is this platform suitable for both large banks and smaller credit unions?+

Absolutely. The platform is modular and scalable, allowing institutions of all sizes to adopt the specific capabilities they need, from a unified inbox to advanced AI-driven campaigns.