Industries › Financial services
Take card payments securely and handle sensitive conversations with care.Take card payments securely and handle sensitive conversations with care.
Customers calling about a missed payment reach someone who already sees their account and last conversation. They can pay by card without the agent hearing the details, and if they need extra support, a trained adviser takes over on the phone, webchat or WhatsApp.
Customers calling about a missed payment reach someone who already sees their account and last conversation. They can pay by card without the agent hearing the details, and if they need extra support, a trained adviser takes over on the phone, webchat or WhatsApp.
Customers calling about a missed payment reach someone who already sees their account and last conversation. They can pay by card without the agent hearing the details, and if they need extra support, a trained adviser takes over on the phone, webchat or WhatsApp.
Card payments over the phone that agents never hear. Ciptex Pay is PCI DSS 4.0 compliant.Card payments over the phone that agents never hear. Ciptex Pay is PCI DSS 4.0 compliant.
Keypad tones masked
Keypad tones masked
Customers key their card number on their own phone. The agent hears flat tones and carries on the conversation.
Customers key their card number on their own phone. The agent hears flat tones and carries on the conversation.
Card data out of the call
Card data out of the call
Card details are captured off the call, never shown to the agent and never stored in the recording.
Card details are captured off the call, never shown to the agent and never stored in the recording.
Vulnerable customers reach a trained adviser sooner.
Vulnerable customers reach a trained adviser sooner.
Vulnerable customers reach a trained adviser sooner.
MAIA picks up signs of difficulty in what a customer says or types, such as a lost job or a payment they can’t make, and hands the conversation to an adviser with everything said so far.
MAIA picks up signs of difficulty in what a customer says or types, such as a lost job or a payment they can’t make, and hands the conversation to an adviser with everything said so far.
MAIA picks up signs of difficulty in what a customer says or types, such as a lost job or a payment they can’t make, and hands the conversation to an adviser with everything said so far.
Picked up on any channel
Picked up on any channel
The same signs are spotted on calls, webchat and WhatsApp.
The same signs are spotted on calls, webchat and WhatsApp.
Handed over mid-conversation
Handed over mid-conversation
The adviser sees what has been said and carries on from there.
The adviser sees what has been said and carries on from there.
Support needs remembered
Support needs remembered
A note about vulnerability stays on the customer’s record, so the next agent adjusts from the first hello.
A note about vulnerability stays on the customer’s record, so the next agent adjusts from the first hello.
One record of every conversation, ready for audits and complaints.One record of every conversation, ready for audits and complaints.
Quality and compliance teams can open any customer and see what was said, what was agreed and who handled it.
Quality and compliance teams can open any customer and see what was said, what was agreed and who handled it.
Quality and compliance teams can open any customer and see what was said, what was agreed and who handled it.
One timeline per customer
One timeline per customer
Calls, chats, messages and payments sit in order on the same record.
Calls, chats, messages and payments sit in order on the same record.
Outcomes written as they happen
Outcomes written as they happen
Each conversation closes with what was agreed and who agreed it, ready for a file review.
Each conversation closes with what was agreed and who agreed it, ready for a file review.
Complaints answered from the record
Complaints answered from the record
When a complaint comes in, the recording and notes from that conversation are already on the customer’s record.
When a complaint comes in, the recording and notes from that conversation are already on the customer’s record.
Connects to your CRM and case management. 30+ ready-made RACE plugins.Connects to your CRM and case management. 30+ ready-made RACE plugins.
Advisers work in one window with your CRM, case management and payment systems connected, and each outcome is written back to the system it belongs in.
Advisers work in one window with your CRM, case management and payment systems connected, and each outcome is written back to the system it belongs in.
Advisers work in one window with your CRM, case management and payment systems connected, and each outcome is written back to the system it belongs in.
Debt Free Advice supports 24,000+ Londoners a year across 55 advice centres.Debt Free Advice supports 24,000+ Londoners a year across 55 advice centres.
Face-to-face debt advice kept going through lockdown, across 55 London advice centres.
When COVID-19 closed the centres overnight, advisers from 21 partner charities moved to calls, webchat, WhatsApp and video from home, all in one place.
Read the case studyCallers choose Welsh or English at the first menu, and team leaders see each queue as it happens.
Citizens Advice Cardiff & Vale takes thousands of enquiries a month, many from people in vulnerable situations. Managers now plan staffing from live reports, with the spreadsheets retired.
Read the case studyOne customer history in front of 6,000 employees, at the contact centre and in the showrooms.
Vertu Motors' showrooms and contact centre now share one customer record, so website visits, emails and calls are in front of whoever picks up next.
Read the case studyHousing advice for people at risk of homelessness, from 22 offices on one platform.
Shelter advised more than 31,000 households in 2023. The next phase adds a chatbot that sorts enquiries, so advisers can focus on emergency and highest priority cases.
Read the case studyQuestions lenders and debt advice teams ask about their contact centre.Questions lenders and debt advice teams ask about their contact centre.
Can customers pay by card over the phone without the agent hearing the details?
Yes. With Ciptex Pay, customers key their card number on their phone keypad and the agent hears flat tones while the call carries on. Card details never reach the agent, their screen or the call recording, and Ciptex Pay is PCI DSS 4.0 compliant.
Can customers pay by card over the phone without the agent hearing the details?
Yes. With Ciptex Pay, customers key their card number on their phone keypad and the agent hears flat tones while the call carries on. Card details never reach the agent, their screen or the call recording, and Ciptex Pay is PCI DSS 4.0 compliant.