AI FOR BANKING & FINANCIAL SERVICES
Magnify your contact center’s revenue potential with Observe.AI
With Observe.AI, brokers, agents, advisors, and representatives are empowered with real-time assist and GenAI knowledge access to accelerate lending, improve promise-to-pay rates, and deliver complex wealth and tax support–all while reducing compliance risks.
Automated quality assurance (QA) and detailed omnichannel reporting provide full transparency into customer outreach intent, headship reasons, and winning agent behaviors to help banking and financial services leaders take strategic actions. AI and automation tools accurately and securely address fund transfers, mortgage rates, loan eligibility checks, and other common customer inquiries 24/7, leaving your customers happy and your team focused on driving more business opportunities.
Proven impact across 350+ enterprises
44%
increase in right-party-contact (RPC) conversions
60%
reduction in hold times violations
44%
improvement in internal and external compliance adherence
77%
ROI achieved
$115,100
extra revenue per agent
Use Cases
Your everyday processes: optimized
Banking and financial services organizations see remarkable improvements and ROI with Observe.AI across these everyday use cases.
Uncover all possibilities- Loan origination and servicing
- Collections
- Payment assistance
- Account and technical support
- Claims and dispute resolution
- Tax advisory, planning, and filing
- Administrative inquiries
BANKING AND FINSERV BENEFITS
Understanding intent fuels superior business outcomes
You’re already capturing and storing every interaction. With Observe.AI, banking and financial services institutions can unlock the full potential of this data by automatically analyzing 100% of engagements and converting these insights into actionable, revenue-driving process improvements across retail banking, investment and health management, lending and mortgages, fintech and digital payments, and tax services.
Invest in growth
Accelerate collections and conversions
Increase loan origination and collection rates (promise to pay) by automating non-revenue, first-touch interactions with AI-powered voice agents and empowering live agents with revenue-winning real-time scripts, prompts, and coaching.
Identify high-impact business drivers
Leverage comprehensive omnichannel reporting to understand customer outreach reasons, hardships trends, and winning “promise-to-pay” behaviors by analyzing 100% of all interactions and adopting data-driven strategies.
Reduce costly non-compliance and fraud errors
Maintain regulatory compliance, protect customer data, and safeguard agent licenses/certifications with 100% compliance monitoring, automatic PCI/PII redaction, and agent script and compliance statement prompts. Proactively flag potential fraud activity with automated QA.
See how Observe.AI works
Our AI-powered conversation intelligence solution is here to help your team derive more value at every stage of customer engagement.
VoiceAI Agents
Automate your high-volume, complex customer calls with agentic AI that understands caller intent and resolves inquiries with human-like eloquence.
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Real-time AI
Replicate winning actions for your customer-facing teams with real-time agent assist, smart scripts, prompts, and after-call summaries.
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Post-interaction AI
Automatically QA 100% of interactions to drive better service quality and mitigate risk through targeted coaching.
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Business Insights
Tap into millions of critical business insights to drive data-backed revenue, customer engagement, and operational efficiency decisions across the enterprise.
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Jon Reynel Lumongsod
Global Head of Speech Analytics
“If these [loan volumes] continue throughout 2024, we expect to generate an additional annual loan amount increase of $1,726,500 for a headcount of 15. That’s $115,100 in extra revenue per agent.”
Resources
