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.
360° Client Dashboard
Advisors can seamlessly prepare for client meetings with a comprehensive dashboard of past interactions, client profiles, and sentiment insights – facilitating tailored, high-value engagements.
Engagement overview
Offer a quick summary of past interactions, ensuring financial advisors start each meeting with full context.
Sentiment analysis
Analyze client sentiment to provide actionable insights for more personal conversations and deeper engagement.
Agendas and reminders
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.
Bot Sidekick for AI-assisted support
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.
Real-time call and text translation
Break down language barriers with AI-powered live translation in messaging, video meetings, and voice interactions.
Automated tasks delegation
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.
Meeting recordings and summaries
Capture and summarize with meeting notes, retaining full transcripts for compliance needs.
Task management
Effortlessly track action items, set automated reminders, and streamline post-meeting workflows.
Integration
Deliver intelligent, always-available support across multiple channels.
