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Oct 22, 2026 | By Larry Ekiert
A game plan for financial institutions and credit unions, part 2: Process modernization

Process modernization: The battle for the best client and member experience is well underway, and FSIs need a firm handle on it to stay relevant. AI has moved from pilot projects to everyday tools in the contact center, and client and member expectations have risen with it.

Oct 15, 2026 | By Larry Ekiert
A game plan for financial institutions and credit unions, part 1: Simplified, successful client engagement

Simplified, successful client engagement: Investment firms, insurance companies and other financial services institutions, including credit unions, are often limited in their operational flexibility by their existing infrastructure and systems.

Jan 19, 2024 | By Hellen Billingham
Why agent empowerment is key to achieving customer service excellence

Agent empowerment is vital to contact center success. Empowered agents deliver better service, stay longer, and improve the customer experience.

May 2, 2022 | By Larry Ekiert
A Game Plan for FSI’s and Credit Unions (Part 3)

The Power of Moving Forward Faster - Legacy Technology Affects Client/Member Identity Authentication - It's an Impediment to Successfully Serving Your Clients, Members, and Customers. Investment Firms, Insurance Companies, and Financial Services organizations (FI for short) including Credit Unions (CU) are typically limited in their operational flexibility due to the state of their existing infrastructure, systems, and the rigid, typically manual processes they rely on. The reality is that these organizations can’t or are unwilling to replace their core systems any time soon, due to cost, proprietary technologies, or archaic data structures. A Hybrid Approach Helps Things Happen. Faster and More Efficiently.

Jan 27, 2022 | By LarryE
Integrate UC and CC

Benefit from integrating UC into your CC for a quick ROI. The acceleration of hybrid working has made simplifying and increasing collaboration a business-critical requirement for every organization. As we have seen across a wide range of our recent deployments, integrating Unified Communications (UC) either Enghouse UC or Microsoft Teams, with the Contact Center (CC) plays a significant role in breaking down departmental silos and enabling companies to work in a more agile and effective way.  

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