Personalised finance

Building trusted connections

Personalised finance

Building trusted connections

Every customer interaction is an opportunity to build loyalty, earn trust and create value.

But fragmented digital journeys and inconsistent service can quickly undo hard-won progress. Customers expect more than speed. They want to feel understood – and they want experiences that are seamless, secure and personal, whether online or in conversation.

With contact centres under threat from rising fraud, and expectations shifting fast around inclusion, ESG and wellbeing, the pressure is on to get it right. We help you bring together data, AI and empowered teams to deliver smarter, more human support – reducing costs, improving protection and creating meaningful moments that build lasting loyalty.

of customers expect real-time service and immediate query resolution

of employee’s state poor tools impact productivity (Capgemini)

of firms plan to embed personalisation across all journeys

between each fraud attempt in UK contact centres

How we can help you move forward

Scalable AI-enabled contact centres that empower agents

Unify front-to-back office integration

Real-time fraud detection

Seamless omnichannel experiences

The blueprint for personalised transformation

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The blueprint for personalised transformation

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Making every conversation count at Coventry Building Society

Coventry Building Society wanted to transform the way they supported members – without disrupting the service their customers relied on every day. Together, we helped them make the move to a cloud-based contact centre and Microsoft Teams voice solution, creating a flexible setup that’s built for growth, collaboration and better customer conversations.

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Making every conversation count at Coventry Building Society

Coventry Building Society wanted to transform the way they supported members – without disrupting the service their customers relied on every day. Together, we helped them make the move to a cloud-based contact centre and Microsoft Teams voice solution, creating a flexible setup that’s built for growth, collaboration and better customer conversations.

Read more

Let’s find the right way forward for you

Every organisation is different. That’s why we’d love to hear more about what matters most to you – whether it’s a specific challenge you’re facing, a project you’re planning or simply a space to explore what’s possible.

Our team is here and ready to help, with expertise across every area of financial services. Whatever you need – from building resilience to boosting efficiency – you’ll find the right person to talk to.

Get in touch

© BT 2025

© BT 2025