Safeguard the Most Valuable Asset of
Your Financial Contact Center:
Customer Trust

Invest in Improved CX

Contact center security is essential for building trust with customers who want to take control of their finances. MotionCX helps balance absolute security with speed and convenience for customers by delivering increased data controls and seamless integration.

Omnichannel Engagement

Connect with customers at every stage of their financial journey whether they email, text, call, or use chat.

Data-driven Improvement

Generate hundreds of data visualizations to provide leadership with insights on customer behavior and agent performance.

Automate Communications

Automated alerts and account information, reduce agent handling time, and streamline communications.

Remote Security

Role-based permissions and layers of security enable you to remain compliant and manage customer privacy.

Intelligent Routing

Leverage customer insight to more effectively route customers to the right resources and improve first-contact resolution.

Assist with AI

AI chatbots and virtual agents can provide customers with answers and reduce the exposure of their sensitive identity and transactional data.

Empower Agents to Deliver Value, Anywhere

Today’s contact center agents need the flexibility to work anywhere. The cloud-based Motion CX platform gives them the ability to manage customer conversations in real time through a single customer view for a more personal, more insightful CX.

Seamless Engagement
Seamless engagement through a single customer profile view, regardless of the contact channels used
AI and Knowledgebase
AI and knowledgebase help agents and customers resolve issues faster
Real-time Access
Real-time access to customer data helps financial agents understand their customers and respond more intelligently

A Platform for Clearer Communication

MotionCX gives financial agents more context for every conversation while streamlining
processes across all channels, so customers feel heard, understood, and more satisfied with outcomes.

AI and Automation

Let automation do some of the heavy lifting when routing and managing common inquiries so your contact center agents can focus on addressing the financial needs of customers.


Provide omnichannel support, improve first-contact resolution, and avoid duplicating agent efforts with a more intuitive and configurable CRM solution.

Omnichannel Routing

Financial agents can manage several conversations across multiple channels while providing the fast answers customers want.

Realize the power of a more intelligent, intuitive, and unified customer experience.

© MotionCX 2023 | All Rights Reserved | Legal Agreements