FinTech Solutions

Take Customer & Member Engagement to the Next Level

Proven Expertise, Trusted by 1,500+ Banks & Credit Unions

Secure solutions that enable world-class service with Teams Phone, Omni-Channel Contact Center, Authentication and AI Self-Service

Secure solutions that enable world-class service:

Microsoft Teams Phone Migrations & Support
AI Omni-Channel Contact Center for Teams
Unified Communications and Contact Center

For institutions using a Fiserv Core Account Processor, we provide the following under Fiserv’s ConvergeIT® brand:

TrustID/Biometrics Authentication
Al-Enabled IVR Self-Service

Seamlessly integrated with Fiserv’s Core Account Processors and delivered under their ConvergeIT® brand, our solutions help financial institutions improve efficiency, security, and customer experience.

Why Banks and Credit Unions Migrate to Teams Phone

Cost Reduction

Teams Phone license can be added to Microsoft 365

Vendor Consolidation

A single, secure platform for communications

Replacement of Aging Platforms

A safe path forward that keeps pace with technology

Security

Teams incorporates encryption, MFA and compliance

Artificial Intelligence

Utilizes secure Azure AI for advanced functionality such as translation, sentiment, speech recognition, etc.

Everything You Need for a Successful Teams Migration

Seamless Teams Phone Integration

Replace your traditional PBX with Microsoft Teams Phone, ensuring reliable, cost-effective enterprise communication.

CoreEngage Omni-Channel Contact Center

A fully native Teams-based contact center supporting voice, chat, SMS, social media, and WhatsApp.

Microsoft-Certified Direct Routing

Secure, high-quality SIP trunk services with domestic & international calling, number porting, caller ID, and E-911.

PBX to Teams Migration & Deployment

Effortless migration from your existing system to Teams, including project planning, deployment, and support.

24/7 Teams Premier Support

Ongoing technical support to keep your Teams platform running smoothly at all times.

AI-Enabled IVR Customer Self-Service

Transform customer interactions with ConvergeIT® IVR by Fiserv, featuring:

Speech Recognition & Text-to-Speech for seamless conversations
AI-Driven Self-Service to reduce wait times
TrustID/Biometrics Authentication for secure, automated verification

By enabling self-service for routine transactions, your agents can focus on high-value interactions and new business opportunities.

Secure SIP Authentication & Fraud Prevention

Protect against telephone-based fraud with Secure SIP Authentication, a dual-layer security solution using:

Pre-Answer Caller Authentication

Verifies identity before the call connects

Post-Answer Voice Biometrics

Ensures secure access for sensitive transactions

One-Time Password

SMS and Email codes

Pre-authenticated calls mean faster agent response times & improved security!

CoreEngage Omni-Channel Contact Center

Elevate every customer interaction at your Bank or Credit Union— directly within Microsoft Teams.

CoreEngage upgrades your Microsoft 365 investment into an enterprise grade Omni-channel Contact Center.

Native Microsoft Teams Integration

Unlike standalone platforms, CoreEngage is built within Teams for a unified experience.

AI-Driven Insights & Automation

Powered by Microsoft Azure OpenAI for smarter, faster responses.

Seamless CRM Integration

Works with Salesforce, MS Dynamics, Zoho, HubSpot, ServiceNow, and more.

Comprehensive Reporting & Compliance

Get real-time analytics, call recording, and regulatory compliance for better decision-making.

MaxCloud UC Phone System

A fully hosted cloud phone system with built-in Unified Communications & PBX features. No hardware to maintain, no costly upgrades—just seamless, hassle-free communication.

Web & video conferencing options available
Automatic updates—no manual upgrades needed
User-friendly, web-based admin & user apps

Cost-Effective Cloud Communications

Migrating to MaxCloud UC eliminates on-premises equipment, and reduces IT management overhead, while significantly reducing telecom expenses.​ ​

Everything You Need in One Solution

MaxCloud UC is a comprehensive solution offering Voice, Messaging, Mobility, Audio & Video Conferencing, plus local and domestic calling plans.​

Easy-to-Use | Easy-to-Migrate

Easily set up and configure users, assign phone numbers, features, and applications all with a few clicks. Each user license includes support for a desktop phone, softphone and cell phone application.

Ready to Elevate Your Customer Service Capabilities?