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      • Financial ServicesDescoping the contact centers from PCI DSS in financial services
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PCI Pal
  • Products
    • Secure & Capture
      • Key to PaySecurely capture card details with keypad entry.
      • Click to PayPay by card, ewallet, and bank through digital links.
      • Speak to PayAccessible payments using AI-powered speech recognition.
    • Verify & Protect
      • Customer AuthenticationVerify customers without time-consuming Q&A.
      • Fraud ManagementDetect high-risk interactions before sensitive steps begin.
    • Services
      • Services and SupportSeamless, reliable services and support every step of the way.
  • Platform
  • Outcomes
    • Industries
      • Financial ServicesDescoping the contact centers from PCI DSS in financial services
      • RetailSecuring omnichannel payments in retail
      • GovernmentPayment compliance for public sector contact centers
      • UtilitiesEnsuring flexible, secure payment experiences for utility companies
      • HealthcareSecuring patient payment interactions in healthcare
      • Travel & LeisureSimplifying and safeguarding transactions for travel and leisure companies
      • BPO / OutsourcedPCI DSS compliance in outsourced and BPO contact centers
      • Logistics & ShippingSecuring delivery and booking payments across every channel
      • Not For ProfitProtecting donations from phone appeals to online giving
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Enabling Secure and Seamless Payment Experiences in Financial Services and Insurance

How we support financial services organizations to take payments in a secure, PCI DSS-compliant way.

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Streamlining & Securing the Payment Process

Operating within the financial services or insurance sector, your contact centers need to be able to take payments from your customers, and it is critical that this process is both secure and PCI DSS compliant. With increased competition, you are also focused on delivering the best possible customer experience and as such, your payment process must be effortless for customers and a seamless part of the customer journey. You need a secure payment solution that meets the following key requirements:

Secure & Compliant

Ensuring that every payment transaction is secure and is fully PCI DSS compliant.

Enhances Customer Experience

By removing friction from the payment process and making it an effortless and seamless part of the customer journey.

Improve Agent Experience

By providing them with an intuitive and streamlined process to take customer payments.

Embrace Digital Channels

With the ability to take payments over the customer’s preferred channel including phone, chat, SMS, email, and IVR self-service.

Provide Payment Choice

With the ability to take payments from customers using cards, eWallets, and pay by bank transfer.

Future-Fit Scalability

Able to scale with the business and capable of supporting new interaction channels and payment types.

Enhancing the Customer’s Payment Experience

The payment process is a key moment in the customer journey, and it is essential that it provides the best possible experience. You need the process to be effortless for your customers and a seamless part of the interaction.

With PCI Pal, the payment is secured without having to break the interaction with the customer; agents are able to guide the customer through each step of the payment process. We also enable you to more closely align with customer preferences by offering a wide range of payment options including pay by card, pay by eWallet and pay by bank.

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Customer holding a payment card while tapping on a tablet
  • No transfer
  • No hold
  • No handoff
  • No friction
  • No exposure
  • No drop-offs

Simplifying Compliance

Being in the financial services and insurance sector, you are familiar with the pressures of ensuring, auditing, and evidencing compliance; the last thing you need is to have an additional burden of PCI DSS compliance.

By utilizing PCI Pal l, you can ensure that no sensitive payment information is captured or held within your systems. This descopes your compliance requirements, enabling you to benefit from the fact that our system is fully PCI DSS compliant and is regularly audited and validated.

Contactless card being tapped on a payment terminal showing Transaction Approved
Authenticated confirmation over a masked payment card number, showing no sensitive payment information is captured

The Unique Value We Offer Financial Services & Insurance Firms

Enhanced Customer Experience

By simplifying the payment process and enabling customers to utilize their payment method of choice.

Increase Digital Channel Adoption

With the ability to support interactions over digital channels all the way through to payment completion.

Complete More Transactions

By having agents guide the customer through the payment process and ensuring that more transactions are successfully completed.

Reduce Costs

By ensuring more transactions are completed the first time, reducing interaction times, and leveraging lower transactional cost payment methods.

Building Customer Trust

By showing that you are protecting their sensitive information and ensuring this is not shared with your agents.

Reducing Compliance Costs

By removing your contact center from the scope of PCI DSS compliance.

Referenceable and Extensive Customer Base

With wide-reaching industry experience and proven success across recognizable brands.

Resources

See All
  • PCI Compliant Payments for Chill Insurance
    Success Stories

    PCI Compliant Payments for Chill Insurance

    Learn More
  • Financial – GC Business Finance
    Success Stories

    Financial – GC Business Finance

    Learn More
  • Financial – MAPFRE: InsureandGo
    Success Stories

    Financial – MAPFRE: InsureandGo

    Learn More

Let’s Talk

Get in touch today to discover how we’re helping financial services and insurance companies streamline their payment process.

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