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Cloud Software for Bank Sector

V1.0.0

The Callplus Enterprise Contact Centre Management Platform is a secured, highly-reliable cloud communications suite built specifically for banking and financial sectors. It provides robust, real-time telephony capabilities critical for customer support, high-volume loan collections, and compliance adherence.

Core Specifications

Core Features from Cloud Operations

  1. Multi-Campaign Dialer: Facilitates intelligent outbound and inbound routing across progressive and predictive dialing modes.
  2. Role-Based Access Control (RBAC): Secure access tiering ensuring only authorized personnel process sensitive client data.
  3. Real-Time Analytics: Deep-dive live metrics on Agent Occupancy, Inbound Queue limits (max wait), and live Call Graphs.
  4. OTP Two-Factor Auth (2FA): Bank-grade security validation via SMS or Call prior to dashboard access to eliminate unauthorized intrusions.

System Architecture

Dashboard & Live Monitoring

  • Agent Performance: Tracks active agents, Idle/On Call/Wrapup mix, and tracks live Active/Connected ratios.
  • Predictive Call Panel: Monitors TOTAL RECORDS, Live DIALING, connection rates (%), and failure analytics in real-time.
  • DNC Management: Directly manages National Do Not Call compliance via single-number or Bulk Excel uploads to restrict outbound solicitations automatically.

Deployment Guide

Workflow Integration

  1. Administrator accesses the encrypted portal via sysadmin.
  2. OTP triggers via 2FA; once verified, access is granted.
  3. Configure Campaigns and assign Extensions (e.g., ext 2001).
  4. Monitor live Predictive Call nodes to measure real-time connect rates.

Extended Documentation

Banking institutions operating via Callplus achieve strict operational compliance thanks to 256-bit encryption, role-based session locking, and auto-logout on inactivity. The DNC Upload module serves as a mandatory firewall against non-compliant marketing calls.

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