Personal Finance Coach Agent
Sits inside your banking app, understands each customer’s finances and offers timely, personal guidance.
The challenge
People wait in queues for answers and simple requests, and staff spend their day repeating the same information.
How it works
- 1Someone gets in touch by phone or chat.
- 2The agent works out who they are and what they need, and asks if anything is unclear.
- 3It finds the right information in your data.
- 4It completes the request in your system, after confirming with the person.
- 5If a member of staff is needed, it hands over with the full conversation.
Your people stay in control
The agent confirms before it changes anything, and hands over to a member of staff whenever a request is outside what it is allowed to do.
Systems we work with in Finance & Banking
- Core banking and card platforms
- Case management for fraud and AML
- Sanctions and identity data providers
- Loan origination
- Portfolio and order management
- Market data feeds
How we measure success
- How many requests are resolved without a handover
- How satisfied people are afterwards
- How long people wait
Kind of work
Conversations. The agent talks with people by phone or chat, answers their questions and completes their requests.
More in Finance & Banking
Fraud Investigation AgentInvestigates suspicious payments from start to finish and gives the analyst a complete case file to decide on.New Customer Identity Check AgentCarries out the identity checks on new customers: reviews documents, screens against sanctions lists, maps who owns the business and rates the risk.Dispute Resolution AgentTakes a customer’s disputed card payment, gathers the evidence and decides within your limits, passing larger cases to staff.Compliance Monitoring AgentReviews staff communications and trading activity for breaches of the rules, and raises concerns early.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.