Human assist
Deliver the human touch where your customers need it most
From contact center agents to branch staff and relationship managers, equip your teams with tailored, unified workspaces that combine client data, workflows, and AI-powered recommendations. Resolve requests faster, spot cross-sell opportunities, and deliver meaningful support and advice at scale.
Do your teams have what they need to deliver great service and advice?
Outdated applications and disconnected workflows make it hard for employees to deliver fast, personalized service. Customer service reps juggle screens, relationship managers lack a 360° view of their clients, and customers end up repeating themselves. Financial institutions need to empower teams to step in at the right moment, on the right channel with the right answers—to deliver efficient, meaningful support and advice every time.
50%
of financial institution staff consider leaving their jobs, due to outdated systems bogging them down with administrative tasks
44%
of consumers had difficulty getting human support when they needed it
70%
of advisors’ time is spent on non-client facing activities
Empower your teams to deliver smarter support and advice
Give every role the tools, insights, and guidance they need to resolve issues faster, spot growth opportunities, and deliver personalized service at scale.
Support every role, across every channel
From call centers to relationship managers, adapt tools to your team’s unique roles and needs. Use a single platform to power specialized workspaces for advisors, RMs, branch teams, and support staff—so everyone has the tools to perform at their best.
Guide employees with AI
Help employees make smarter, faster decisions with AI-powered next-best action suggestions. Your teams stay one step ahead — from surfacing common resolutions to flagging clients at risk, AI equips your employees to act with confidence, no matter their role.
Resolve issues faster
Equip teams with everything they need to support customers without friction — profile and product data, open cases, interaction history, in-app chat, “act on behalf of” capabilities, and cross-department case collaboration
Personalize every interaction at scale
Unify customer data across channels so employees can offer support that feels connected and contextual and deliver timely advice through chat, video, at the branch, or over the phone with an RM.
Designed to support your teams across any line of business
Retail banking
Deliver the right mix of digital convenience and human touch
Whether it’s a quick card inquiry or a complex account issue, give customer service agents and branch staff the tools to step in seamlessly. Personalize service options by customer segment and resolve issues faster with tools like in-app chat, video, appointment booking, and secure document sharing.
Small business banking
Support more clients without increasing costs
Equip relationship managers to better serve small business owners with personalized, contextual service at scale. Surface real-time insights like recent transactions, cash flow challenges, or product usage to help RMs spot high-value opportunities and recommend the right products—like invoicing, FX, or short-term credit.
Commercial banking
Deliver better advice for more profitable relationships
With unified workspaces and 360° client views, relationship managers can act fast—whether it’s following up on a treasury inquiry, analyzing account activity, or suggesting payment solutions tied to growing business volumes. Leverage AI-powered insights to help your teams with personalized recommendations that deepen relationships and drive profitability.
Private banking
Free relationship managers from manual tasks
Free relationship managers from manual tasks and equip them to focus on what matters most—deepening client relationships. Offer easy access to client portfolios, preferences, and past interactions, enable them to act on real-time insights from internal and third-party sources, and deliver timely, personalized next-best actions powered by AI.
Wealth management
Deliver expert wealth management at scale
Enable advisors with unified workspaces, AI-powered workflows, and real-time insights. With a complete view of each client’s portfolio, goals, and past interactions, they can quickly generate proposals, respond to requests, and strengthen relationships. And when you’re ready to scale, the same tools and data can be extended to external advisors—securely and compliantly.
