For financial services executives, operational efficiency and customer experience are top priorities. Yet, every call into a bank or credit union contact center inherently touches a core banking system—whether for an identity check, balance lookup, transfer, or card update. When customer service agents or branch employees are forced to toggle between disjointed systems, handling time increases and friction mounts.

Through a new partnership with NovelVox, RingCentral connects contact center and unified communications platforms directly into core banking and credit union architectures. The result? Human agents and AI solutions don’t just describe transactions—they complete them.

Unifying systems of record and interaction

RingCentral has partnered with NovelVox’s Agent Accelerator and CCIP solutions across RingCentral AIR, RingCentral AIR Pro, RingCX, RingEX, and RingCentral Contact Center. For banking and credit union leaders, this yields turnkey, out-of-the-box integrations to industry-standard core banking and credit union platforms.

Instead of agents manually cross-referencing separate core banking systems while on the phone or while a customer is sitting in front of them, unified customer profiles and embedded workflows are delivered directly within the primary interaction window.

Streamlining high-volume banking transactions

By directly targeting the interactions that consume the highest volume in financial contact centers, this integration dramatically speeds up key service workflows:

  • Identity verification: Instantaneous authentication without toggling applications
  • Balance lookups: Real-time account data pulled seamlessly from the core platform
  • Fund transfers: Initiated, validated, and executed in a single screen
  • Card management: Comprehensive control from card activation to lost/stolen reporting
  • Fraud detection: Automated fraud alerts and compliance support

Crucially, this real-time execution layer isn’t restricted to human operators. RingCentral’s Agentic Voice AI solutions—such as AI Receptionist (AIR) and AI Representative (AIR Pro)—can directly update core records in Fiserv, Jack Henry, Keystone Corelation, FIS and others, allowing full end-to-end self-service resolution without agent intervention.

For banks and credit unions, NovelVox connects RingCentral with core banking and financial services platforms, including Jack Henry, Fiserv, FIS, Corelation (KeyStone), and VisiFi, allowing human agents to securely access member and customer information and complete relevant service workflows within their RingCentral experience. By streamlining high-frequency transactions, the integrated solution drives higher self-service adoption, lowers call volumes, and provides frictionless, secure resolution for every interaction.

Later in 2026 NovelVox will extend these capabilities across the insurance industry. Integrations with platforms such as Guidewire & Applied EPIC will help agents work with policy and claims information as part of the customer interaction.

Governed AI and compliance-first operations

In regulated environments, compliance and data integrity are non-negotiable. Every extra handoff or manual data entry increases operational risk. To achieve true enterprise value requires AI that operates strictly within business guardrails to complete end-to-end actions—not just serve static answers. And modern customer service demands actionable resolution directly in the system of record. Closing this gap allows financial institutions to modernize their contact centers while reducing risk and overhead.

How NovelVox governs RingCentral for financial institutions

agent accelerator ringcentral novelvox partnership

CCIP RingCentral AI

Strategic takeaways for executive leaders

For financial services executives evaluating digital transformation initiatives, this partnership delivers clear measurable impact: lowered Average Handle Time (AHT), reduced manual re-keying errors, elevated self-service containment rates, and increased satisfaction for both customers and agents.

Ready to transform your contact center and branch performance? Learn more about RingCentral for Financial Services or contact us to explore how the RingCentral and NovelVox integration can optimize your existing core banking, credit union, and insurance platforms today.

 

Originally published Oct 01, 2026