Ensure regulatory compliance across every aspect of your contact center operations with custom scorecards, 100% interaction analysis, targeted coaching, and more.
Tailored solutions for financial services
Increasingly complex regulations and customer care responsibilities mean compliance is top priority. Any slip-up could lead to severe financial and reputational damage.
Scale you QA sampling size and analyze 100% of interactions with AI to catch lapses. Build custom compliance scorecards with auto-fail rules. Prevent errors with targeted compliance coaching.
With complex back-office processes and a demanding QA function (plus a lack of development opportunities) agent attrition is rising. Not to mention the growth of AI driving job displacement fears.
Deliver agent feedback faster via personalized dashboards to maximize impact. Tailor coaching based on AI insights. Drive agent upskilling with a fully featured LMS.
Fintechs have mastered data analytics to seize a competitive edge. Those stuck with legacy QA tools are lagging behind and missing growth opportunities.
Build custom reports to uncover insights about CX, agent performance, process efficiency, and more. Break down data silos with seamless integrations.
In this webinar, a panel of industry experts discuss the new compliance challenges in 2024—and where AI comes into play.
This white paper explores how financial services providers can use tech innovation to ensure regulatory compliance, manage omnichannel CX, and optimize the customer journey.
'Scorebuddy offers an amazing way to keep track of performance'
What do you like best about Scorebuddy?
I enjoy the many possibilities it offers for easier learning.
Enterprise Financial Services Customer
‘Easy and Seamless’
What do you like best about Scorebuddy?
Scorebuddy is a one-stop shop, everything that I need to make my job easy and seamless is on Scorebuddy and information is never lost because I am able to backtrack should I require information about an agent from years or months back
Mid-Market Financial Services Customer
‘Scorebuddy has been a game changer for our company'
What do you like best about Scorebuddy?
The ever changing legal and regulatory rules and obligations have been a constant battle to keep our staff up to date and following. Scorebuddy allows us to leverage QA to improve those areas.
Yes, Scorebuddy’s analytics and reporting tools provide an easily accessible compliance audit trail, illustrating due diligence to regulators. You can build reports specifically aligned to your regulator requirements and even highlight how you’ve implemented targeted coaching to meet previously identified risks.
Our business intelligence add-on takes it a step further, allowing for drag-and-drop report-building and easy sharing with stakeholders—even if they don’t have access to Scorebuddy.
Our scorecard builder offers the most extensive customization options on the market. You can design tailored scorecards to ensure adherence with specific regulatory demands and internal quality standards—and then segment by agent, team, department, and more.
Choose from numeric, non-numeric, and pass/fail formats so you can evaluate both the quantitative and qualitative aspects of any interaction. Build in auto-fail criteria to ensure no compliance lapse goes unnoticed.
Rising interaction volumes are creating additional opportunities for compliance lapses. Scorebuddy safeguards against this added risk with embedded AI features constantly monitoring all your interactions:
Details of our different plans are available here. You can view the features included with our Business and Enterprise plans, as well as details of optional add-ons like Scorebuddy BI, Scorebuddy Coaching, and our integrated, fully featured learning management system.
You book a meeting and tell us about your needs and challenges. Using this information, we design a custom trial just for you. You’ll have a dedicated account manager throughout the entire process and full access to our QA solution. At the end of the trial period, we’ll catch up and see how it went.
Yes, Scorebuddy is fully ISO27001 certified. You can read full details of our security and data usage practices here.
Full access to Scorebuddy. No commitment, no payment info required.