Automation is the road to efficiency for financial institutions

Every account inquiry, disputed charge, and fraud flag still carries regulatory weight. The Agentic CX Suite resolves routine requests instantly, connects AI with live agents when judgment matters, and keeps every interaction audit-ready no matter the volume.

Measurable Impact

92%
Accurate action execution
4.3/5
CSAT score, based on real customer feedback
46%
Calls handled end-to-end by AI Agent
98%
Speech Recognition accuracy

Key features for Financial Services

Agentic AI

AI handles routine account activity instantly and accurately, so live agents are reserved for the moments that require judgment.
A customer asks about a recent charge; the AI Agent retrieves the transaction and explains it without a transfer. Another customer requests a balance update, and the AI Agent resolves it in real time, no wait, without routing to a queue.

Agent Copilot

Keep live agents focused on disputes and complex cases, and equip them to resolve those faster.
When a request needs a person, the agent isn't starting cold. A live agent picking up a disputed transaction gets account history and prior context surfaced instantly with AI. On a fraud-flagged case, the agent gets relevant risk context up front instead of piecing it together mid-call.

Conversational Intelligence

See 100% of interactions instead of a small sample, and turn that visibility into measurable improvement.
Manual QA only samples a fraction of calls, so most compliance risk goes undetected until it's a pattern. Conversation Intelligence reviews every interaction, flags disclosure gaps as they happen, and surfaces which agents need coaching before it becomes an audit finding.

Leading companies trust our conversational technologies

Today, 46% of our calls are handled by the Virtual Agent, and 37% of these calls are fully resolved without live agent support.
46%
of calls handled by the virtual agent
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Through the automatic detection of silence durations and advanced analytics capabilities, we achieved 704 hours of monthly workforce savings.
Customer Experience Director
704
hours monthly savings through silence monitoring
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How It Works for Financial Services

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Start with AI

A customer contacts you about a balance, a transaction, or a routine request. Agentic AI picks it up first, understands the request, and resolves it instantly in most cases. You get lower cost per contact and an immediate answer, without a queue.

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Bring in a Human

If it needs a person; a dispute, a fraud flag, a complex case, Agent Copilot hands the conversation over with account history and risk context already surfaced. You get faster resolutions and more consistent decisions.

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Learn from Every Contact

Every conversation, AI or human, gets analyzed. Conversational Intelligence scores it, flags anything that touches compliance, and looks for the pattern behind it. This gives your operation the visibility to fix root causes, while the same insights make Agentic AI and Agent Copilot sharper on the next contact.