Analytics & Integration for Banking & Financial Services

Unify data flows, accelerate compliance, and elevate CX with emite Advanced iPaaS + Advanced Analytics.

Unlock real-time insights and mitigate risk across financial operations by orchestrating data pipelines with emite Advanced iPaaS and surfacing outcomes with emite Advanced Analytics & Visualization. Connect core banking, CRM, contact centre, payments, fraud, and risk systems into a single, governed view—so you can act with confidence.

HOW emite SUPPORTS THE
BANKING AND FINANCIAL SERVICES INDUSTRY

emite has long been the go-to contact centre reporting and analytics solution for financial institutions. Now, with Advanced iPaaS, you can build and control integrations, govern data pipelines, and deliver analytics value faster—across CX, operations, and risk.

Omnichannel Reporting & Analytics

Real-time and historical CX dashboards across voice, chat, email, and callbacks—backed by governed data flows from iPaaS into emite’s analytics engine.

Workforce Management & Performance

Right-time staffing and KPI visibility, with pipeline-level controls to ensure consistent, timely metrics.

Ingest Multiple Data Sources- Faster

Use emite Advanced iPaaS to rapidly connect REST APIs and cloud apps, correlate multiple sources, and publish custom KPIs to analytics—with versioned, self-service integrations.

Interaction Analytics & Sentiment Analysis

Combine transcript/sentiment with operational data to reveal drivers of churn, compliance breaches, or sales uplift.

Data Governance Built-In

Domain-driven governance and configurable actions help standardise definitions (customer, case, queue, SLA) and reduce report drift across teams.

Competitive, Predictable Value

Reduce integration complexity and accelerate time-to-insight by managing pipelines and analytics in one platform.

Financial institutions operate complex stacks—core banking, payments, fraud, AML, CRM, data lakes, and contact centres. emite Advanced iPaaS provides a config-over-code way to build and control integrations, route and enrich data, and publish clean, consistent KPIs to emite Analytics—without long ETL cycles.

  • Faster time to insight: Rapidly connect new APIs and publish governed KPIs to dashboards and wallboards.
  • Data as a product: Package and share validated datasets across CX, Risk, and Ops to align decisions.
  • Versioned, self-service pipelines: Build, test, publish, and roll back integrations as requirements evolve.
  • Lower complexity vs. traditional ETL: Reduce handoffs and accelerate delivery across cloud services.

Why Advanced iPaaS matters in BFSI

Why emite Advanced iPaaS for Financial Services

VISUALISING THE END-TO-END CUSTOMER JOURNEY

With Advanced iPaaS orchestrating data from core systems and Advanced Analytics visualising your KPIs, you get a real-time, end-to-end view—from first contact through servicing and retention.

Learn how emite helped this global fintech leader to:

  • Create decision points, track customer progress, and map the call flow process
  • Provide reliable, real-time & historical agent performance data for the Customer Operations team
  • Dramatically improve interactive voice response call flows
  • Create a better experience for customers and agents

Level-Up Your Contact Center Reporting

Power your dashboards with governed pipelines. emite iPaaS ensures that what you visualise in emite Analytics is consistent and trusted across queues, regions, and brands—so executive decisions match what’s happening on the floor.

emite gives contact center managers full control over their data visualizations with powerful real-time dashboards and wallboards that are fully customizable. emite comes out-of-the box with standard KPIs but also allows users to completely customize their KPIs based on their unique data and needs.

  • Visualize KPIs specific to the unique needs of your business and goals
  • Make reporting easy and aligned to your specific KPIs
  • Increase levels of productivity
  • Improve operational efficiency

Improve Your Customer Experience (CX)

Unify omnichannel data—reliably. Mobile, web, voice, video, SMS, and chat all flow through emite iPaaS into emite Analytics, enabling continuous CX improvement and faster root-cause analysis.

The financial services industry requires a tremendously high level of customer service, especially as savvy customers have come to expect experiences that are tailored to their specific needs and preferences. Mobile apps, video, voice, SMS, and web chat features are used by customers in financial services contact centers more than any other industry, which means the demand for tools to help report on this ever-evolving and increasingly complex environment are growing.

At a time when it’s relatively easy for customers to switch to a competitor, keeping them happy and engaged with a consistent and high-quality customer experience across all channels critical. emite will help your team analyze performance across all of these channels to continuously improve the experience for the customer and keep your contact center operating efficiently.

Integration with Third Party & In-House Apps

Integrations made simple

Financial services contact centres often run 10–12+ interconnected technologies. With emite Advanced iPaaS, point actions at new APIs, enrich and route data, and publish to analytics—without juggling multiple tools. Spend less time assembling reports and more time improving outcomes.

  • Reduce reporting toil with governed, reusable pipelines
  • Analyse agent performance and case status in near real time
  • Ensure staffing decisions use consistent KPI definitions
  • Share insights across teams and data platforms (lakes/warehouses)

This immediate access to actionable data provides the type of real-time insights that allow contact center managers to make informed decisions faster.

Financial services use cases

High-impact BFSI use cases

  • KYC/Onboarding: Correlate identity checks, calls/chats, and fulfilment steps to reduce time to activation.

  • Fraud & Disputes: Blend interaction analytics with risk/fraud events for faster investigation handoffs.

  • Payments & Lending Ops: Track cycle times and failure points across channels and partners.

  • Complaints & Vulnerable Customers: Combine sentiment with case progress to improve outcomes and compliance documentation.

Effectively Manage Remote Agents

Over the past year, nearly all industries across the world have had to quickly pivot to address a rapidly evolving economic environment and with a rise in calls and digital interactions from customers, the financial services sector needs to continue delivering reliable customer service while also adjusting to agents working from home.

Those companies with the tools and flexibility to make the necessary changes have an advantage – and the companies with the ability to effectively analyze contact center performance right now will continue to prevent customer churn and grow revenue by providing a high-quality customer experience.

emite can help effectively manage a remote workforce by providing:

  • Real-time operational and agent performance analytics
  • Historical agent performance analytics
  • Custom KPIs to pull in the data your team needs to analyze remote agent performance
  • Sentiment analysis
  • Gamification
  • Automated Alerts

Pipeline-level controls in Advanced iPaaS ensure remote-work KPIs are consistent across regions and BUs, with alerting to flag data breaks before they affect reporting

By unifying all communication channels, interactions and work items through automated routing, the right cloud platform lets you design, monitor and tune the entire customer journey.

Our previous on-premise system provided inconsistent and inaccurate data. emite provided visibility, giving the team assurance that our new contact center with Amazon Connect was actually working.

Before emite, we were spending hours logging onto multiple reporting platforms and even more time trying to create reports to show our Board exactly how our contact center was performing. emite’s dashboards are simple to use and have transformed the way we analyze our agent performance and improve the customer experience.

READY TO TALK ABOUT emite FOR YOUR
FINANCIAL SERVICES OR BANKING ORGANIZATION?

emite
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