defi SOLUTIONS Business Process Outsourcing (BPO) Implements State-of-the-Art Technology: Amazon Lex, chatbots with conversational AI, and Genesys®, a global cloud leader in customer experience orchestration

Working remotely or in-facility, defi team members offer digital, AI-enabled experience to lenders and their borrowers

WESTLAKE, Texas–(BUSINESS WIRE)–defi SOLUTIONS is pleased to announce the implementation of both Amazon Lex and Genesys Cloud CX™ to empower its business process outsourcingteam that represents lenders from across the US and in Canada.

The Genesys Cloud CX platform is an all-in-one, composable CCaaS and employee experience solution and Amazon Lex is a fully managed artificial intelligence (AI) service with advanced natural language models to design, build, test, and deploy conversational interfaces.

Using the two cloud platforms, defi BPO team members can offer a modern client experience with digital interactions and intelligent virtual assistants, whether they are working remotely from across the US or in the defi BPO Amherst, New Yorkfacility.

With the addition of Amazon Lex and Genesys Cloud CX, the defi BPO technology stack is:

  • OMNI CHANNEL for all customer interactions via a single hub
  • AI ENABLED for current and future innovation
  • INTELLIGENT VIRTUAL ASSISTANTS for all or part of a customer interaction

defi BPO offers lenders and their borrowers improved response times and the digital interaction borrowers demand through:

  • AI-powered messaging that simulates human conversation through voice or text commands
  • Natural Language Processing (NLP) with Interactive Voice Response (IVR) for hands-free menu responses
  • IVR payments that are accepted anytime, from anywhere without agent interaction
  • Virtual Assistants that automate and personalize the customer experience
  • Instant access to customer account information to inform and improve the conversation
  • Click-to-call integrations that streamline agent interaction
  • Callback for IVR offers an option for a callback while keeping the caller’s position in the queue

“We are continuously seeking to improve our processes and services. These cloud technologies from Amazon and Genesys are giving us the tools we need to satisfy our lenders and their borrowers today and for the future.” said Steve Bissett, VP client services, defi SOLUTIONS.

About defi SOLUTIONS

defi SOLUTIONS offers lenders an end-to-end, total solution for the loan or lease lifecycle. Partnering with captives, banks, credit unions, and finance companies, defi’s market-leading solution helps lenders exceed borrower expectations. From digital engagement through the complete lending process, defi sets new standards for flexibility, configurability, and scalability in originations and servicing (by your experts or ours). For more information, please visit www.defisolutions.com.

Contacts

Charlie Lewis
Dir, Communication
(682) 717-8481
[email protected]

Author Information

As a detail-oriented researcher, Sherril is expert at discovering, gathering and compiling industry and market data to create clear, actionable market and competitive intelligence. With deep experience in market analysis and segmentation she is a consummate collaborator with strong communication skills adept at supporting and forming relationships with cross-functional teams in all levels of organizations.

Sherril holds a Master of Business Administration in Marketing from University of Colorado, Boulder and a Bachelor of Arts in Psychology from Rutgers University.

Latest Insights:
How Genesys and AWS Are Redefining AI-Driven Customer Engagement
July 24, 2026
Article
Article

How Genesys and AWS Are Redefining AI-Driven Customer Engagement

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Genesys Cloud's expanded AWS partnership leverages agentic AI to transform enterprise customer engagement and enable autonomous interactions at scale....
So This Is How AIs Attack- Observations From the OpenAI & Hugging Face Incident
July 24, 2026
Article
Article

So This Is How AIs Attack: Observations From the OpenAI & Hugging Face Incident

Fernando Montenegro and Mitch Ashley, VPs at Futurum, read the OpenAI and Hugging Face agentic incident as a live test of enterprise readiness to detect and contain AI agents that go off-goal...
Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026
Article
Article

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth
July 24, 2026
Article
Article

Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth

Brendan Burke, Research Director at Futurum, reviews Texas Instruments' Q2 FY 2026 earnings, the broad industrial recovery, doubling data center revenue, and automotive re-acceleration....
Latest Research:
Redefining Creative Workflows in the AI Era
July 21, 2026

Redefining Creative Workflows in the AI Era

In Redefining Creative Workflows in the AI Era, completed in partnership with Adobe, Futurum Research examines how organizations are moving beyond isolated AI productivity gains toward unified creative platforms that...
The Governance Gap Why Scaling AI Requires More Than Monitoring
July 15, 2026

The Governance Gap: Why Scaling AI Requires More Than Monitoring

In our latest market brieft, The Governance Gap: Why Scaling AI Requires More Than Monitoring, completed in partnership with IBM, Futurum Research examines why AI governance must evolve from periodic...
The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise
July 13, 2026
Research
Research

The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise

In our latest Market Brief, The Rise of the Super Agent: How Agentic AI Is Reshaping the Enterprise, completed in partnership with Lenovo, Futurum Research examines how autonomous AI systems...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.