The Challenge:

The pandemic triggered a rapid spike in inbound customer interactions across banking services—from loan forbearance requests and account servicing to digital banking issues. The bank’s existing CX infrastructure was not equipped to handle this volume, threatening both customer satisfaction and regulatory compliance.

Key pain points included:

• Excessive wait times that jeopardized customer trust and satisfaction
• Limited remote work readiness, raising data security and business continuity concerns
• Inadequate agent training, especially in handling emotionally sensitive, high-stakes customer scenarios
• Difficulty scaling the workforce quickly while maintaining onboarding quality and compliance awareness

The bank needed a partner with agility, scale, and regulatory understanding to act swiftly and effectively.

The Solution:

Aucera rapidly deployed a three-pronged operational strategy to help the bank manage the crisis and build long-term CX resilience:

• Enhanced Agent Training
  A tiered training approach covering Tier 1, 2, and 3 support was introduced with interactive modules focused on compliance, empathy, and complex financial resolutions. This upskilling was vital in enabling agents to navigate emotionally charged customer conversations with confidence and care.
• Accelerated Hiring & Seamless Onboarding
  Hundreds of new agents were recruited and onboarded within weeks to meet demand spikes. The approach prioritized speed without sacrificing quality, equipping agents with tools to meet both customer and compliance expectations.
• Secure, Scalable Infrastructure
  A hybrid support model combining brick-and-mortar operations with secure work-from-home capabilities ensured 24/7 service continuity—even during lockdowns. Security protocols were reinforced to maintain trust and compliance.