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Workmate for Real-time Customer Intelligence in Banking

image hero Provide best-in-class customer experience for financial clients by using Workmate to arm Relationship Managers and Customer Service Teams with contextually relevant recommendations for next best actions in real-time.

Overview

image 1 Workmate for Real-Time Customer Intelligence equips banking Customer Service Teams and Relationship Managers with the tools to provide best-in-class customer experience. This is achieved by offering hyper-personalized guidance and intelligent suggestions for next best actions during real-time interactions.

Workmate leverages the Ontology to create a contextualized understanding of the customer and their anticipated behavior during live interactions. That way, operators are able to seamlessly suggest most relevant recommendations and data-informed financial guidance based on similar, previous interactions, recommendations and outcomes. image 2

The Ontology evolves with every interaction, ensuring that the suggested guidance is increasingly tailored and pertinent to each customer. As a result, Workmate streamlines the interaction cycle, offering immediate, AI-driven financial guidance and targeted support for Relationship Managers to suggest to clients during live exchanges.

Key Features:

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  • AI-driven Recommendations: Real-time audio-to-text transcription including intelligence extraction and suggesting hyper-personalized next best actions supporting 50+ languages to facilitate best-in-class customer experience and guidance live.
  • Dynamic Information Capture: Workmate enables organizations to facilitate automated note taking, customer interaction summaries and customer reactions for further operational usage, analytics and intelligence extraction.
  • Integrated Suite of Configurable Business Rules: Fully and easily customizable not only within different banking contexts such as retail-, corporate and private banking banking but also for other business functions and industries such as call centers for accelerated incident resolution, insurance for claims management, and many more.