AI-Powered Workbench
The key to advisor productivity
Turn customer engagement into a fine art with AI-powered tools – before, during, and after every interaction.
Gain insights and prepare
Enhance advisor efficiency, reduce prep time, and foster deeper, more relevant client conversations.
Advisors can seamlessly prepare for client meetings with a comprehensive dashboard of past interactions, client profiles, and sentiment insights – facilitating tailored, high-value engagements.
Offer a quick summary of past interactions, ensuring financial advisors start each meeting with full context.
Analyze client sentiment to provide actionable insights for more personal conversations and deeper engagement.
Automate meeting preparation with AI-generated agendas, outstanding action points, and personalized follow-ups.
Communicate with confidence
Increase productivity, ensure consistent service quality, and improve real-time decision-making for both advisors and customer support teams.
Empower advisors and customer support teams with Gen AI, delivering precise, context-aware suggestions. Receive instant assistance and maximize the value of your existing knowledge base – with an added human touch.
Break down language barriers with AI-powered live translation in messaging, video meetings, and voice interactions.
Regain valuable time. Seamlessly delegate routine tasks – such as document processing, appointment scheduling, or compliance checks – allowing financial advisors and support teams to focus on meaningful client interactions.
Simplify the follow up
Seamlessly connect AI with your banking ecosystem to enhance self-service.
Capture and summarize with meeting notes, retaining full transcripts for compliance needs.
Effortlessly track action items, set automated reminders, and streamline post-meeting workflows.
Integrations
Deliver intelligent, always-available support across multiple channels.
