Finance Contact Center Workforce Ops, Made Insanely Easy

From complex inquiries to sensitive data transactions, ShyftOff autonomously scales and manages your workforce around your generative AI + W2s—so your contact center is perfectly staffed, optimized, and cost controlled.

See How it Works

The problem

Finance and banking contact centers face unique challenges:

Strict compliance requirements (PCI, GDPR, KYC, fraud protection)

AI adoption struggles — generative AI handles simple queries but can’t manage complex financial cases alone

Fraud prevention and accuracy demand highly trained human agents

Traditional BPOs are opaque, costly, and inflexible

WFM tools are great for workforce ops, but don’t offer people—they can’t recruit, certify, QA, or run payments.

Financial institutions are left juggling compliance risk, rising costs, and operational complexity.

The ShyftOff Solution

ShyftOff is the Agentic Workforce Delivery Platform for finance and banking contact centers. An automated platform that scales and manages a high quality, human workforce around your generative AI + W2s.

How It Works

[ 1 ]

Connect

your contact center stack – we support over 50+ integrations

[ 2 ]

Import

your FTE forecast and agent training

[ 3 ]

Automate

matching and certification of top agents to your exact standards

[ 4 ]

Done-For-You

orchestration of the right mix of AI + human agents for perfect staffing

[ 5 ]

Optimize

performance continuously with Agentic AI QA

ShyftOff workflows dashboard showing customizable workforce delivery workflow builder with illustrated rocket graphic.

Not just words, Proof

Close-up of a person using an ATM machine, pressing a button on the side panel.

A large healthcare firm experienced a data breach that affected over 100 million Americans. With ShyftOff:

Scaled 400 agents with data breach expertise within 1 week
Reduced staffing costs by 35% vs. traditional BPO contracts
Monitored 100% of interactions for PCI compliance
Achieved faster resolution and reduced risk exposure

Benefits

Flexible work designed for top customer service professionals that love supporting customers 

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For Leadership

Lower costs with full transparency into agent quality and performance

Business professionals discussing strategy during a meeting in modern office

For Operations

One-click orchestration simplifies complex workforce needs

Remote customer support agent working on laptop with headset

For Customers

Faster, secure, and more reliable support from passionate, helpful agents

The Easiest Tech You’ll Ever Implement

Built to work with your existing CcaaS tech
Secure API-based connections with seamless data transfer
Provided engineering support to ensure low-effort integration from your team
Fully automated support that gives you transparency and control
50+
more integrations available

Features

Flexible work designed for top customer service professionals that love supporting customers 

Smiling customer support agent wearing a headset and orange shirt, engaging in a video call at her desk.
Command Central Dashboards

Watchtower view into workforce ops + spend

Agent Matching & Certification

ID-verified expert agents certified with your materials

Illustration of ShyftOff global workforce map with agent profile photos pinned across North America, South America, and Asia.
Elastic, On-Demand Staffing

Scale in 30-minute shifts for perfect staffing during intraday and seasonal surges

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Priority Boarding

Top agents take 90% of shifts for consistent service

ShyftOff platform interface showing new agent matches with reliability scores
AI QA Layer

Monitors every interaction for compliance + quality

ShyftOff training video of professional support agent with headset
Remote worker wearing glasses and headphones, concentrating while looking at a laptop screen during an online session.

Competitive Differentiation

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Vs. BPOs

ShyftOff isn’t a black box. You get real-time visibility, elastic staffing, and better agents at 35–55% less cost.

Female customer support agent wearing a headset having a video call with a smiling woman on a laptop screen.

Vs. WFM Tools

These tools are gamechangers for workforce ops but don’t provide the people. ShyftOff automatically recruits, onboards, schedules, runs QA and payments for you.

Woman in a headset working on a desktop computer with multiple windows open on the screen.

Vs. Tech-enabled outsourcing

We aren’t an agency—we’re an automated platform that manages and supports your scalable workforce ops for you.

Frequently Asked Questions

Still curious? We’ve answered the most common business questions.

Have more questions?
Read our FAQ page. 
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The easiest way to run contact center ops, automatically.

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Collage of diverse people representing ShyftOff’s global talent network