Tealeaf cxVerify

Complete Records of Customer Interactions for Dispute Resolution, Fraud Investigations,
Audit and Compliance

Tealeaf cxVerify preserves a complete and permanent record of all customer online interactions and transactions on your web site. It offers a flexible way to retrieve and replay complete customer sessions — exactly what customers viewed in their web browser and what specific actions they took on each page — even if they took place months or years ago. With this essential documentation, your company can effectively resolve customer disputes, efficiently investigate fraud, and streamline audit and compliance efforts.

How It Works

cxVerify gives you full control over your online customer interaction record-keeping process. For example, you can archive only the sessions in which a purchase, trade, or quote was made. After defining which sessions to archive, you can then choose exactly when or how frequently to archive these sessions. Finally, you can choose to archive these sessions within the Tealeaf system, via Selective Archiving, or export them into your own document management system.

Feature Highlights

• Facilitate quick, effective resolution of customer disputes through documentation of online interactions.
• Provide comprehensive, long-term data for ongoing analysis of potential fraud and online security violations.
• Extend records and compliance management to online applications by establishing a context-inclusive, document-of-record for online interactions.
• Meet regulatory requirements with transaction reporting and archiving of all information involved in online securities transactions.

Key Benefits

• Selective archiving to keep critical sessions within Tealeaf for longer periods of time without being cost prohibitive.
• Seamless integration with cxReveal so customer service agents have the ability to handle customer disputes over a longer time horizon.
• Seamless integration with document management systems, via a standards-based archive format, for long-term business and compliance purposes.