The Experience Studio
for financial services
Orchestrate AI-powered customer engagement with
no-code workflows, intelligent agents, and real-time contextual intelligence – all within a single, secure platform.
ORCHESTRATION
Design intelligent workflows, without writing code
Aria provides a visual, no-code interface for designing complex engagement sequences – combining AI intelligence with rule-based logic for full control.
No-or-low-code flow builder
Design complex engagement sequences via a visual interface. Business users build logic without code, while developers get low-code extensibility – significantly reducing development cycles.
Drag-and-drop visual workflow designer
Hybrid AI + rule-based logic paths
Low-code extensibility for developers
Multi-model orchestration
Configure specific LLM providers (OpenAI, Azure, Anthropic, or local models) per node. Optimize for cost and performance at each step while maintaining provider independence.
Seamless system integration
Connect to CRM, CMS, or ERP systems via native integration nodes – no intermediary middleware required. Reduce architectural complexity and data latency.
Contextual data engine
Utilize real-time session data, conversation history, visitor metadata, and agent availability to steer flow transitions with full context awareness.
ai agents
Purpose-built agents for every interaction
Deploy intelligent AI agents that handle customer inquiries, route conversations, and manage escalations – available 24/7 across all channels.
Virtual Agent with cross-channel support
Consistent 24/7 support across Live Chat, WhatsApp, and SMS. Handles common inquiries, guides users through processes, and escalates seamlessly to human agents – ensuring a responsive experience across all channels.
Customizable to your organization's tone and compliance rules
Role-based access control for agent features
Knowledge-grounded answers from your data sources
Intelligent routing
AI detects customer intent and routes to the right team – support, advisory, or specialist – after checking availability in real time.
Queue & schedule management
Inform visitors about wait times, suggest alternative time slots, and book scheduled meetings – all automated and with opening-hour awareness.
Escalation & sentiment detection
Monitors conversation sentiment in real time and seamlessly escalates to human agents when the tone shifts, including full context handover.
Concierge
Manages conversation scope, opening hours, routing, and initial triage. This ensures a seamless handoff to specialized agents or automated tools based on specific user needs.
FAQ & knowledge agent
Answers common banking questions with knowledge-grounded responses from your data sources. Declines out-of-scope topics gracefully.
Answer validation
A compliance layer that checks every AI-generated response before it reaches the customer, ensuring accuracy and brand consistency.
efficiency
Supercharge advisor performance
Equip your advisors and agents with AI-powered tools that surface the right information at the right time, reducing manual effort and improving every interaction.
Bot Sidekick for advisors
Context-aware assistants embedded within the advisor interface offer real-time support: suggesting next-best actions, surfacing relevant client data, and answering common questions – all without switching tools.
Real-time suggestions during live conversations
Connected to CRM and internal data sources
Meeting preparation with talking points and open tasks
Conversation summarization
Automatically condenses lengthy interactions into actionable summaries for documentation, searchability, and auditing.
Real-time translation
Bidirectional translation for chat, plus live captioning and translation for voice and video calls. Serve international and multilingual clients effortlessly.
Call transcripts & captions
Live, multilingual captions on Video & Voice calls enhance accessibility and transparency – critical for regulatory and high-stakes advisory contexts.
Security & Compliance
Enterprise-grade governance, built in from day one
Full control over data exposure, audit trails, and access – so you can move fast without compromising on compliance.
Admin access control
Data exposure control
Audit trails
Credential store
Flexible deployment
Your model, your rules
Unblu-managed AI infrastructure or bring your own LLM – with full provider independence and regional data controls.
Unblu-managed
Enterprise-grade AI via Microsoft Azure infrastructure with regional data control, zero model training on your data, and full privacy guarantees. Unblu handles setup, monitoring, and scalability.
Regional data processing
No model training on your data
Full privacy compliance
Customer-managed
Connect your own LLM subscriptions or on-premise deployments. Use the direct connector to Microsoft Copilot Studio for conversational experiences within your existing Microsoft environment.
Bring your own LLM provider
On-premise deployment support
Copilot Studio connector
Ready to transform your customer experience?
See how Aria can orchestrate intelligent, personalized engagement for your financial institution.
Request a demo