Conversational AI Solutions for Customer Experience

CoreConnect: A secure integration layer for contact centers
that surfaces the right record instantly.
No rip-and-replace required. CoreConnect runs inside the contact center platform you already have.
The Difference

Same call,
two different outcomes.

Before CoreConnect
Agents search across systems
cross-mark
15 to 45 seconds of dead air per call
cross-mark
Identity verified manually, call by call
cross-mark
Agents alt-tab between the phone system and the core
After CoreConnect
Full record on screen instantly
The account or patient record pops the instant the call connects
Identity pre-confirmed before disclosure
The agent leads the call from second one
How It Works

Caller ID tells you the number.
CoreConnect tells you the customer.

01 — RECOGNIZE
Call connects

CoreConnect listens for the call-answered event inside NiCE CXone or Zoom Contact Center and matches the caller in real time.

02 — RETRIEVE
Core is queried

A secure, server-side lookup pulls the record live from the core or record system. Nothing cached, nothing stale.

03 — RENDER
Screen pops, agent leads

The record, and the flag that matters, appears inside the agent's existing workspace, in under a second.

Verification-first

Identity is confirmed before anything is disclosed, with a complete audit trail of every data access.

Skinned to your brand

The workspace matches your institution's colors, logo, and terminology, banking, credit union, or healthcare.

Native, not bolted on

Runs inside NiCE CXone and Zoom Contact Center directly. Agents never open a second window.

Expected Operational Impact

The difference CoreConnect
makes on every call.

Figures are estimated product benchmarks, not guarantees, sized against your own call volume and handle-time data during discovery.

30–40%

Reduction in average handle time

20–30%

Increase in first-call resolution

25%

Reduction in agent training time

Built For Regulated Industries

What the agent sees
on connect.

Banking & Credit Union
Member identity, account summary, and balances
Recent transaction history
Holds, alerts, and servicing flags
Quick actions: transfer funds, make a payment, reset PIN, order a card
Healthcare
Patient banner: MRN, date of birth, PCP, insurance payer
Upcoming appointments and encounter history
Active medications, allergies, lab results, and vitals
Quick actions: schedule an appointment, refill a prescription, verify insurance
Works With What You Already Run

No rip-and-replace
required.

Supported Platforms
NiCE CXone
Zoom Contact Center
Core & Record Systems
Fiserv

Banking

Jack Henry

Banking

FIS

Banking

Corelation

Credit Union

Epic

Healthcare

Other Systems

Confirmed in discovery

Security & Compliance

Built to be
verification-first.

CoreConnect is built around one principle: identity is confirmed before anything is disclosed. Every access is logged, credentials never leave the server side, and the platform runs on your own infrastructure, not ours.

Verification-first architecture
Identity is confirmed before any data is disclosed.
Progressive information disclosure
Agents see only what the interaction requires.
Complete audit trail
Every data access is logged.
No cloud component in the data path
CoreConnect runs on your own infrastructure.
Server-side credentials only
API credentials live in server-side edge functions, never exposed to the browser.
Compliance-aligned
Built with SOC 2 and HIPAA-aligned controls.

FAQs

Can we see a live demo before committing?
What does it cost?
Where does the data live? Is anything stored in the cloud?
How is caller identity verified before information is shown?
How is this different from the screen pop or CTI integration we already have?
Can CoreConnect be configured to our specific systems and workflows?

See the ROI on your own call volume. 

One focused conversation. We'll size the impact against your own call volume and handle-time data.