Fragmented information creates poor customer experiences:
Panviva for financial services contact centers
Knowledge management in finance transforms CX
Knowledge management in finance transforms CX
Panviva is the best contact center solution for bank tellers because it delivers AI-powered, compliant guidance in real time, empowering frontline teams to handle complex inquiries accurately, improve customer experience, and strengthen knowledge management in finance.
Compliance risks
Outdated resources and processes lead to compliance gaps and regulatory penalties.
Disconnected knowledge silos
Static, hard-to-find information slows teams down and reduces overall productivity.
Inconsistent experiences
Scattered documents leave room for mistakes—resulting in poor customer experiences.
How Panviva improves knowledge management in finance
Ensure strict compliance and customer focus
Ensure strict compliance and customer focus
Panviva provides a secure environment that allows your team to access, share, and collaborate on approved content safely. Our Guide on the Side technology delivers the exact information agents need directly within their workflow. And because every article features a named owner, a review date, and a full change history, you maintain a compliance-grade audit trail at the same time.
Reduce employee time-to-proficiency
Reduce employee time-to-proficiency
Empower your team to onboard in record time from one hub. Panviva delivers key customer, organizational, and procedural knowledge so agents can easily answer queries, follow compliance scripts, and offer tailored financial advice. By providing clear, step-by-step instructions, your team can focus on expanding your business rather than memorizing complex manuals.
Give your customers seamless self-service
Give your customers seamless self-service
Our platform ensures your digital channels pull from the same governed repository as your live agents. Panviva delivers consistent answers across your websites, chatbots, and CRM systems. Customers quickly get the answers they’re looking for, without having to pick up the phone, reducing call volume and lowering operational costs.
Accelerate resolutions with AI-assisted guidance
Accelerate resolutions with AI-assisted guidance
Leverage Panviva’s AI Conversational Search to give your agents instant, accurate answers within their workflow. This improves first-call resolution, reduces time spent searching for complex financial information, and allows staff to deliver a more responsive experience.
Panviva financial success stories
Panviva financial success stories
See how banks and credit unions improve compliance, training, and CX
Panviva transforms how financial contact centers operate, enabling agents to provide tailored, focused, and compliant support. From initial onboarding to ongoing training, our platform enhances agent productivity and engagement, leading to better customer experiences.
Panviva
Park National Bank Reduces Agent Turnover by 32% with Panviva
Park National Bank Reduces Agent Turnover by 32% with Panviva
Park National Bank transformed its customer care operations, reducing turnover and boosting associate efficiency by implementing Panviva.
32%
decreased agent turnover
Panviva
Regional Bank increases accuracy across operations
Regional Bank increases accuracy across operations
Guidance through Upland Panviva creates high-performance teams at a regional bank.
Panviva
Desert Financial transforms member experience with Upland Panviva
Desert Financial transforms member experience with Upland Panviva
New content ownership and feedback capabilities lead to consistency of information.
Panviva
Central One Credit Union streamlines operations using Upland Panviva
Central One Credit Union streamlines operations using Upland Panviva
Discover how Panviva helped consolidate a complex database for faster deployment of processes system-wide.
Panviva
How Salem Five Bank reduces time to competency
How Salem Five Bank reduces time to competency
In today’s competitive job market, it’s challenging for contact centers to find skilled agents with previous banking or financial services experience.
What financial services teams say about Panviva
It does cut down on how often team members need to reach out for help because they are able to search and find the answers themselves quickly.
It does cut down on how often team members need to reach out for help because they are able to search and find the answers themselves quickly.
Panviva's 'guide on the side' allows the user to key transactions while having Panviva beside the transaction application. Panviva's style and standards create a uniform product that allows employees ...
Panviva's 'guide on the side' allows the user to key transactions while having Panviva beside the transaction application. Panviva's style and standards create a uniform product that allows employees to seamlessly change roles while remaining familiar with the look and feel. This is ideal for firms that invest in employee growth.
Our call center uses it for everything from maintenance changes, to transactions and interoffice procedures. Our retail staff has also implemented the use of it and can easily find what they need whil...
Our call center uses it for everything from maintenance changes, to transactions and interoffice procedures. Our retail staff has also implemented the use of it and can easily find what they need while assisting members face to face.
How Salem Five Bank uses Panviva to improve time to competency
Knowledge management in finance FAQs
Knowledge management in finance FAQs
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The most compliant knowledge management software provides strict governance, clear content ownership, and full audit trails. Panviva is specifically designed for highly regulated industries like finance. It ensures that every piece of information used by an agent or AI tool is approved, up-to-date, and traceable, significantly reducing regulatory risk.
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Many modern contact center platforms incorporate AI to assist with routing, transcription, and self-service. However, AI is only as effective as the knowledge it accesses. Panviva integrates with leading contact center software to provide an AI-ready knowledge foundation. This ensures your generative AI and chatbots pull exclusively from curated, approved, and compliant data.
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A strong solution for bank tellers centralizes complex banking procedures, fee schedules, and compliance scripts into one accessible location. Panviva acts as an ideal guide for tellers, delivering real-time, contextual answers directly within their primary workflow. This reduces teller hesitation, speeds up transaction times, and ensures uniform service across all branch locations.
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Credit unions require software that prioritizes the member experience and community trust. Panviva replaces fragmented shared drives with a single source of truth. It allows credit unions to maintain highly accurate, easily searchable information, ensuring members receive consistent and helpful answers during every interaction.
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Panviva provides intuitive, guided workflows designed to shorten the learning curve. New hires gain confidence quickly—resulting in higher satisfaction and retention rates for call center agents.
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Panviva integrates directly with Salesforce and other CRMs. Plus, Panviva partners with Microsoft, Google Chrome Store, Genesys and more for a seamless experience.
Ready to improve knowledge management in finance?
Ready to improve knowledge management in finance?
We’re here to help. Improve worker productivity and elevate your customer experience, all while making sure regulatory compliance remains your top priority.
