Routing and channels
Voice, chat and messaging channels, with routing rules based on need, language and skills.
Industry context
Contact centre and customer experience in financial services
We set up contact centres that route each call, chat or message to the right agent, with the caller's history on screen.
Most of the design work in a contact centre sits in routing rules, integrations and the measures supervisors use. We design the routing, IVR and digital channels, connect them to CRM and case systems, and set up workforce management and quality monitoring.
Financial institutions work under close central bank supervision, with fraud exposure and customers who expect money to move instantly. Risk, compliance and operations teams need to see how each change affects controls before it goes live, so we involve them from design onwards. Regional contact centres usually serve callers in Arabic and English, often on WhatsApp as well as voice, and need call recording and data handling that meet the UAE PDPL and the Saudi PDPL, with numbers and telephony from operators licensed by TDRA or CST.
After stabilisation we hand over to your teams or keep running the service with you.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
How the work is organised
From design to stable operation, with the evidence risk committees, internal audit and regulators ask for.
Agent desktop and integration
Agents see contact history and open cases in one view, without switching between systems.
Workforce and quality
Forecasting, scheduling and quality reviews set up so supervisors can manage service levels.
Regulatory landscape
We map delivery evidence to the expectations of the regulator you answer to: the Central Bank of the UAE or, for capital market firms, the Securities and Commodities Authority; in Saudi Arabia, the Saudi Central Bank (SAMA), including its Cyber Security Framework, or the Capital Market Authority.
IVR and self-service
Menus and self-service flows in Arabic and English, designed around the main contact reasons.
Recording and data handling
Rules for recording, retaining and accessing calls and chats, agreed with privacy and compliance.
Checks before you start
A contact centre programme is ready to start when service leads know why people contact you and which service levels matter.
- The classification of customer and transaction data has been agreed.
- Service leads have agreed the main contact reasons and the service levels they want to measure.
- The channels for launch, including any WhatsApp or chat service, have been chosen.
Plan contact centre and customer experience in financial services
Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.