Financial Services
Unlock seamless Access from AI to Human experts, when Trust, speed, and Precision matter most
In financial services, 83% of customers expect to interact with someone immediately, and the same percentage expect to resolve complex problems through a single person (salesforce).
In financial services, trust and reliability are paramount
88% of customers believe trust becomes more important in times of change. For financial institutions, ensuring that customers can quickly and effectively resolve their issues with knowledgeable experts is essential in building and maintaining this trust.
SentioCX enhances precision in human intervention by more than 60% through intent-level pairing and continuous triaging
to optimize transitions between AI agents and human experts when it matters
Resolve Complex Inquiries, First Time
ensuring complex or sensitive requests (like mortgages, fraud, or investment advice) are handled by the most qualified person, not just the next available agent
Prioritize High-Value Customers and Critical Interactions
giving priority to urgent cases, high-net-worth clients, vulnerability or compliance-sensitive issues
Reduce Operational Risk and Compliance Gaps
Regulatory, vulnerable customer, or fraud scenarios) are always paired with authorized, properly skilled advisors, reducing errors
and audit exposure.
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Download our whitepaper: “It’s Time to Prioritize the Valuable and Vulnerable ”
Today’s contact centers are flooded — not just with volume, but with complexity. Despite major investments in automation, customers still struggle to reach the right human when it matters most.
In this whitepaper, we explore how intent-level orchestration and continuous triage can reduce unnecessary contact by millions interactions per year — while protecting the most valuable and vulnerable customers.
Learn how leading banks, insurers, and public sector organizations can:
- Strip out low-value contact at scale
- Prioritize the right expert for every conversation
- Enable intelligent handoffs from AI to human, not just escalation queues
- Achieve First Contact Resolution and lower operational costs
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Curious about
how it works?
Seamlessly Balancing Digital Self-Service with Human Assistance exactly when needed
Delighting
Customers
Using data for a personalized, predictive and proactive customer experience based on intent, sentiment and business impact.
Harmonizing Automation And Human Interaction
Using data for a personalized, predictive and proactive customer experience based on intent, sentiment and business impact.