Contact center intelligence for the financial industry

Your agents are responsible for assisting customers with complex and emotionally charged issues while also meeting regulatory requirements. It’s not an easy job, but Creovai Real-Time Guidance can reduce stress and improve first contact resolution.

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• Guide agents through workflow steps and deliver intent-based prompts in one simple interface, ensuring successful resolutions to the most challenging issues.
• Keep conversations in compliance with AI-powered dynamic checklists.
• Reduce after-call work—and give agents more time to focus on customers—with AI-generated call summaries and wrap-up assistance.

It’s easier than ever for customers to switch financial institutions, and the quality of your service can make or break customer loyalty. Improve your coaching and ensure your agents consistently deliver great experiences with Creovai’s QA Automation.

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• Automatically score 100% of customer interactions to identify your best coaching opportunities and reduce your manual QA time.
• Identify the agent behaviors with the biggest impact on the customer experience—and build these insights into your coaching.
• Avoid costly fines, legal fees, and reputational damage by tracking compliance criteria across every interaction.

Understanding your customers’ needs is the key to strengthening loyalty and growing wallet share. Creovai Conversation Intelligence lets you listen to your customers at scale, spot trends, and make high-impact CX decisions.

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• Uncover conversation insights to reduce repeat contacts, increase self-service adoption, and make other operational improvements.
• Capture feedback about your financial products and services to improve the customer experience upstream.
• Prevent fraud by identifying suspicious language and automatically notifying the right team.