The Ultimate QA for BPO Call Centers

Financial services are among some of the most scrutinized industries in the world. Data security is paramount. The right Quality Assurance solution for financial services requires specific technologies, processes, and skill sets. Call Criteria has technology, processes, and QA agents designed for the financial sector.

Call Criteria solutions enable our clients to easily comply with the rules and regulations that are at the heart of the financial sector, avoiding situations where falling short of the requirements can lead to fines and even litigation.

Secure Financial Data

Compliance Monitoring
Data Security
PCI Certified Agents
Call Tagging
Customer Acquisition
Omnichannel Auditing

Data Breach Security

Data breaches are one of the biggest threats to any industry. The financial sector is even more vulnerable. Therefore, you need a Quality Assurance team that can handle the data in a sensitive and compliant way. Call Criteria has a vast track record of keeping the data you need safe and secure.

Accurate Tagging

There are many sides to the financial institution, and it can become messy, keeping all of the data on different systems depending on the type of call. The Call Criteria dashboard will allow you to filter types of calls with ease.

Top Missed Points In Finance

Tax Authorization
Filing Extensions
Previous Loans
Safe Sender
Major Life Changes

Least Missed Points In Finance

Rebuttals
Good Attitude
Avoid Interruptions
Avoid misleading Statements
Return Filing