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Convin assists agents embrace the transition from product-oriented selling to a customer relationship model. The agent-friendly solution offers meaningful recommendations to retain existing customers and win new ones while ensuring regulatory compliance.
Don’t let compliance monitoring slip away. Build a custom scorecard to track the agent’s performance based on PCI, SSAE 16 (SAS 70), ISO, and CFPB regulations. Track 100% of omnichannel conversations and gain visibility into agents’ following call scripts and abiding by financial services rules & regulations.
Automated Call QAAssist agents deal with angry and unreasonable customers. Recommend best practices and winning behavior data to deal with difficult customer questions and objections. Encourage agents to replicate actions and phrases that stand out as positive responses. Address payment collection situations while keeping customers happy and satisfied.
Guiding agents on the correct selling techniques and debt collection strategies is the first step towards improved revenue. Coaching can help managers assign automated and manual coaching instances that present best-selling practices in a competitive and complex financial environment.
Automated Agent CoachingStaying one step ahead of customers’ movements is the best way to retain and invite new customers. Allow customer intelligence to analyze 100% of multi-channel conversations to extract information on common objections, sentiments, discussion topics, emerging customer trends, and fresh opportunities.
Conversation IntelligenceSee how our clients transformed their customer conversations.