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FINANCIAL SERVICES

Move the process forward. Keep every decision in context.

Bring document collection, service requests and dispute handling into a case that carries the work through system checks, specialist review and resolution.

Illustration of financial services work progressing through a shared case
People. AI. Systems. In sync.

THE DIFFERENCE IN PRACTICE

60%Faster dispute resolution
50%Reduction in call volume
85%Self-service completion

Selected results reported by Cention. Customer identities are confidential. Outcomes vary by workflow and implementation.

FROM TRIGGER TO OUTCOME

Go beyond answering.
Get the work done.

01Dispute handling

THE WORKFLOW

A dispute creates a case. Retrieve relevant records, gather the supporting information and route the required review.

WHEN JUDGEMENT IS NEEDED

A disputed fact or decision needs specialist judgement. A person continues the work in the same case.

THE OUTCOME

The decision, supporting records and resulting actions stay together.

02Document collection

THE WORKFLOW

Request missing information and track it against the case as it arrives.

WHEN JUDGEMENT IS NEEDED

A document is incomplete or requires clarification. A person continues the work in the same case.

THE OUTCOME

Reviewers receive the information with the history already attached.

03Account service requests

THE WORKFLOW

Collect the request, perform connected-system checks and coordinate the required updates.

WHEN JUDGEMENT IS NEEDED

An authorisation or policy decision is needed. A person continues the work in the same case.

THE OUTCOME

The request has a traceable path from receipt to outcome.

CAPABILITIES

A workflow foundation for your operating model.

01

Gather information

Bring the request and its supporting information into a shared case.

02

Review documents

Retrieve relevant information from connected systems and preserve it with the work.

03

Route decisions

Use explicit rules and human review points to coordinate the next action.

04

Record outcomes

Record the outcome and keep responsibility visible through completion.

Build around your requirements.

Use a demo to examine your systems, review points and operating requirements before choosing the first workflow.

See how the case keeps work together →

Enterprise-Grade Compliance

Built for the most regulated industry

🔒 PCI DSS

Level 1 certified for secure payment data handling

🇪🇺 GDPR

Full compliance with EU data protection

📊 SOC 2 Type II

Audited security controls and processes

🏦 FINRA

Compliant record-keeping and archival

🔐 256-bit Encryption

Bank-grade encryption at rest and in transit

👤 MFA & SSO

Enterprise authentication standards

FROM COMPLEXITY TO PROGRESS

What would you take off your team’s plate?

Bring one process to your demo. We’ll map the manual steps, show where Cention can do the work and identify where your people add the most value.

Book a demo