Phone & Digital Self-Service
Enable simple tasks to be completed quickly without waiting—while routing complex cases with context.

The expectation
Members and customers expect simple tasks to be completed quickly without waiting on a representative. They want the convenience of digital channels combined with the security and trust of their institution.

How NetWare helps
Connect systems to support self-service
Integrate with your core and other systems to enable automated request handling.
Enable common self-service flows
Balance lookups, recent activity, simple servicing requests—all without agent intervention.
Hand off complex cases with context
When automation isn't enough, route to staff with full context of what was already attempted.
The impact
Reduced wait times
Members get instant answers to routine questions
Lower call volume
Staff can focus on complex, high-value interactions
Better experiences
Fast, convenient service builds trust and satisfaction
Transform phone and digital experiences
Let's discuss how self-service can reduce costs and improve satisfaction.
Contact us