Financial Services

Maintain compliance and build customer loyalty

Keeping customers happy, while managing complex processes and compliance regulations is a challenge. Elevate the associate experience to enable your frontline customer service, collections, and branch teams to build customer loyalty with every interaction. Empower associates to own their success, while ensuring quality and compliance with real-time performance feedback, AI-powered coaching, and personalized learning. 

Improving EX and CX for the world’s leading financial services organizations and their partners

Changing the game for financial services teams


Increase in Resolution Rate


Reduction in Early Attrition


Increase in CSAT

“Employees’ engagement in the learning process is amazing.”

Neomie Rothnie
QA Manager, Customer Care Payoneer 


 Elevate the associate experience 

Actionable, Gamified KPIs

Leverage operational data to provide employees real-time performance visibility and make KPIs actionable with connected learning and coaching.

Personalized, AI-Driven Microlearning

Mitigate risk, improve resolution rates, and maximize selling opportunities with performance-driven microlearning.

Easy, Effective Coaching

Support stronger, empathetic supervisor and associate coaching conversations with AI-powered coaching insights and recommendations that make coaching efficient and timely.

Full Suite of Engagement Tools

Inspire and motivate employees to improve performance and engage with training through competitions, dynamic leaderboards, milestone badges, rewards and recognition. 


Create a culture of learning to reduce risks and ensure compliance

Payoneer’s customer care associates must be aware of changing regulations in financial services. As a global team providing round-the-clock support, daily-face-to-face briefings were impractical. It heightened risks and the potential for non-compliance. With Centrical, Payoneer cut the time to create new learning items in half and boosted compliance and post-learning assessment scores.

Top-tier financial services company supercharges training and performance

A top-tier consumer financial services company operates several global facilities for training its customer support personnel. It wanted to both shorten training time and ensure it achieved desired behaviors from employees. The company found Centrical lets them leverage performance data to fine-tune the training needs of each employee. The results were phenomenal. 

Request a Free Demo