Financial Services

Secure Contact Center for Financial Services

Handle sensitive financial data with confidence. Platform28 provides PCI-DSS compliant contact center solutions that integrate with your core systems and meet strict regulatory requirements.

No credit card required. Response within 1 business hour.

PCI-DSS Level 1 Compliant
SOC 2 Type II Certified
99.999% Uptime SLA
256-bit Encryption

Built for Financial Services Requirements

From secure payment processing to compliance recording, Platform28 addresses the unique needs of financial institutions.

PCI-DSS Compliant

Process payments and handle sensitive financial data with full PCI-DSS Level 1 compliance and secure payment integrations.

Fraud Detection Support

Route urgent fraud alerts to specialized teams instantly. Integrate with your fraud detection systems for real-time escalation.

Identity Verification

Multi-factor authentication and secure verification workflows to protect customer accounts and meet KYC requirements.

Real-Time Monitoring

Monitor call volumes, wait times, and service levels in real-time to maintain SLAs during market volatility.

Compliance Recording

Record and archive all customer interactions with tamper-proof storage for regulatory compliance and dispute resolution.

Core Banking Integration

Connect with Fiserv, Jack Henry, FIS, and other core banking systems to give agents complete customer context.

Solutions for Every Financial Institution

Whether you're a community credit union or a national bank, Platform28 scales to meet your needs.

Banks & Credit Unions

Account inquiries, loan applications, fraud alerts, and branch support with secure member verification.

Insurance Companies

Claims processing, policy inquiries, and agent support with document management integration.

Investment Firms

Client service, trade support, and compliance-recorded communications for wealth management.

Fintech & Payments

Customer support, transaction disputes, and merchant services with rapid scaling capabilities.

Security & Compliance

The Security Financial Institutions Demand

Financial services organizations face some of the strictest regulatory requirements. Platform28 is built to exceed them.

  • PCI-DSS Level 1 - Highest level of payment card security
  • SOC 2 Type II - Verified security controls and processes
  • Data encryption - 256-bit AES at rest and TLS 1.3 in transit
  • Audit logging - Complete trails for regulatory examination
  • Role-based access - Granular permissions and segregation of duties
  • Disaster recovery - Geographic redundancy with automated failover
100% Call recording compliance
99.999% Uptime guarantee
24/7 Security monitoring

Ready to secure your customer communications?

See how Platform28 helps financial institutions deliver exceptional service while maintaining compliance.