Banking and Financial Services


Daisee leverages cutting edge artificial intelligence technologies to accurately capture, translate and decipher every customer interaction. Capturing 100% of conversations, Daisee scans and flags interactions using the world’s first Programmable Scorecard™ to automate insights into functions as diverse as external marketing and employee training.



Discover the power of Daisee's AI-driven voice analytics software today

$0 installation — see the magic for free

Complete customer relationship suite, from analytics to workflow management

Automated analysis to provide deep understanding of all voice interactions

Disruptive forces are changing the way banking and financial services institutions compete for customers. The rise of neobanks and fintech firms, coupled with the increasingly sophisticated nature of consumers who are protected by stringent regulations, has increased the level of competition at every level.

Today, customers hold financial institutions to much higher standards than ever before. Firms face stricter compliance requirements, more complex customer expectations and ever-evolving community values. To provide world-class service delivery, firms need absolute accuracy when developing policies and procedures.

The ability to react to acute customer insights and deliver cost-effective solutions to daily operational challenges is likewise crucial to ongoing sustainability.For banking and financial services companies to stay ahead of the competition, they need to be able to anticipate change and proactively innovate according to customer requirements. Firms that are able to provide a superior customer experience put themselves in a position to build on past successes.

Daisee leverages cutting edge artificial intelligence technologies to accurately capture, translate and decipher every customer interaction. Capturing 100% of conversations, Daisee scans and flags interactions using the world’s first Programmable Scorecard™ to automate insights into functions as diverse as external marketing and employee training. Daisee facilitates the identification of themes across your firm as well as at the level of an individual agent.


Get in touch with the experts at Daisee to learn more about how to gain the benefits of voice analytics at your financial services firm.




Quality Assurance Outcomes. Provide a World-Class Customer Experience

Daisee provides individual and thematic insights on the customer experience.

  • Measure Customer Experience (CX)

    Monitor and analyse 100% of interactions for customer satisfaction.


  • Understand Your Team's Performance

    Discover best practices across all agents and locations to coach others how to improve the overall customer experience.


  • Customer Churn

    Proactively identify and remediate customer churn or complaints.


  • Analytics and Actionable Insights

    Improve the customer journey by identifying common pain points through interaction analytics.


Reduce Cost

Daisee’s advanced speech analytics generate cost savings by reducing time and resource wastage.

  • 100% Quality Management Coverage

    Attain 100% QM coverage at a fraction of the cost of monitoring manually.


  • Automate Quality Management

    Extend and automate QM scorecards.


  • Improve Financial & Corporate Relations

    Improve SLAs (FCR, AHT).


  • Minimise Salary Costs and Overheads

    Reduce agent and customer attrition costs.


  • Future Focused

    Gain the benefits of scalable infrastructure built for enterprise.


  • Understand The Voice Of Your Customers

    Identify common customer enquiries that can be automated, directing the more complex enquiries to your agents.


Increase Revenue

Daisee analyses unmet client needs and increases your sales of relevant solutions.

  • Up-Sell Opportunities

    Identify cross-sell and up-sell opportunities.


  • Script Adherence

    Provide coaching on script adherence and sales call outcome predictors.


  • Forecasting

    Predict sales success.


  • Optimise CX

    Increase customer satisfaction.


  • Act with Foresight

    Identify new commercial opportunities from conversational data.


Improve Training

Daisee identifies areas for training and agent development to improve agent effectiveness, which leads to greater agent satisfaction and higher employee retention.

  • Improve customer satisfaction.

  • Identify and target agent training needs.

  • Diagnose call friction factors.

  • Guide agents to the correct call path.

  • Identify 50+ unique call behaviours.

Improve Compliance

Daisee monitors all calls for regulatory and conduct standards.

  • Listen to and understand 100% of conversations.

  • Identify and train out individual and team compliance mistakes.

  • Establish vulnerable groups who might require a specific approach.

  • Identify and alert supervisors to behaviours such as mis-selling.

Marketing Effectiveness

Daisee’s data and analytics provides actionable insights to improve marketing effectiveness.

  • Adjust campaign messages and improve results by monitoring daily customer sentiment and reaction.

  • Identify and use customer words and phrases to improve messaging and Adword buying.

  • Create reports for product teams to identify pain points and recommend enhancements.

Contact Daisee to see how the Programmable Scorecard™ can revolutionise your business

Flagged high risk calls and explanation of failed calls

90%+ accuracy in processing, analysing and interpreting calls

Complete customer relationship suite, from analytics to workflow management

Trusted by Our Customers and Partners

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  • MYOB logo
  • ZIP logo
  • Prospa logo
  • Employsure logo
  • TSA logo
  • BizCover logo
  • Microsoft logo
  • Five9 logo
  • AWS partner logo
  • Genesys logo
  • Twilio logo
  • Cloudwave logo
  • Unit4 logo
  • GSN logo
  • MYOB logo
  • ZIP logo
  • Prospa logo
  • Employsure logo
  • TSA logo
  • BizCover logo