WestCX for Finance

Orchestrated Engagement. Trusted Financial Growth.

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Trusted by leading financial institutions to manage millions of customer interactions across voice, SMS/RCS and digital channels.

WestCX helps banks, credit unions, and financial institutions replace fragmented channels and manual service with a unified AI-powered engagement layer that automates everyday requests, drives smart promotions, and builds trust across every interaction.

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Enabling Financial Teams to Deliver Seamless, Connected Customer Experiences

WestCX is built to deliver measurable, executive-level impact.

Reduce Routine Calls

Up to 40% reduction in routine calls through self-service automation.

Boost Campaign Results

Double-digit lift in campaign conversion and cross-sell rates from smarter, targeted outreach.

Prevent Fraud Faster

Faster fraud detection and loss prevention via real-time alerts and automated workflows.

 
Other Platforms
Typical deployment takes months or even years Launch in weeks – fastest in the industry
Many platforms lack dedicated pharmacy compliance and deep privacy controls Enterprise-grade, HIPAA-compliant; built for strict pharmacy compliance
Often siloed or require third-party integration One platform-unified SMS/RCS, voice, chat, and email
Basic or delayed reporting; limited outcome transparency Real-time proof of ROI, fill rates, and patient satisfaction dashboards
CASE STUDY

Leading One of the Nation’s Largest Banks to Drive Data-Backed CX Transformation with Insights360

WestCX’s analytics and optimization platform, Insights360, delivers enterprise-level intelligence that improves IVR performance, boosts containment, and uncovers millions in potential annual savings.

Read More >

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What changes when engagement is orchestrated – not manual?

With WestCX, financial institutions shift from reactive, labor-intensive communication to proactive, intelligent engagement:
   
  Other Platforms
Go Live Timeline Typical deployment takes months or even years Launch in weeks – fastest in the industry
Security & Compliance Many vendors skip finance grade controls and lack deep protection for payment and account data Enterprise-grade, PCI DSS and SOC 2 compliant; built for strict financial data protection and privacy
Engagement Channels
 Often siloed or require third-party integration One platform – unified SMS/RCS, voice, chat, and email
Analytics & Reporting
 Basic or delayed reporting; limited outcome transparency Real-time proof of ROI, efficiency optimization, and customer satisfaction dashboards tailored for financial services
This enables financial institutions to scale engagement without scaling labor.

Seamless Integration

WestCX seamlessly integrates with major financial systems and communication platforms, enabling unified voice, SMS/RCS, chat, and email engagement from a single solution.

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How WestCX Powers Smarter Financial Engagement

WestCX provides an AI-powered engagement layer that automates outreach, personalizes every interaction, and turns routine customer interactions into opportunities for growth.
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Conversational Al & Digital Self-Service

Always-on AI virtual agents handle routine inquiries – balance checks, card controls, fraud alerts, and loan questions – reducing call volume and freeing agents.

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Total Journey
Orchestration

Coordinates onboarding, payments, servicing, retention, and alerts in real time so customers experience consistent, personalized, and compliant interactions.

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Multichannel Engagement

Reach customers where they prefer – voice, SMS, RCS, email, or web – while automating timely outreach for payments, renewals, fraud notifications, and product offers, helping teams launch smart campaigns quickly without IT support.

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Analytics and Optimization

Journey Insights and Insights360 provide real-time dashboards that reveal engagement drop-offs, benchmark performance, and link outreach to outcomes, compliance, and ROI.

PLAYBOOK

Unlock Your AI Roadmap to Measurable Banking

Transform your institution’s AI vision into an executable roadmap that boosts efficiency, strengthens compliance, and elevates every customer interaction. This guide shows financial leaders how to move beyond one-off pilots and build scalable AI programs that deliver real business outcomes.

Download Now >
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Ready to exceed revenue targets with smarter engagement?

Schedule a demo to see how WestCX helps banks and financial institutions cut costs, prevent fraud, and grow with orchestrated, AI-powered customer journeys.

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