GenerativeAgent for financial services
Safe, convenient, automated customer service backing some of the world’s largest financial institutions.
An AI agent that goes beyond basic inquiries
Any bot can tell a customer their account balance. GenerativeAgent does much more.
See how GenerativeAgent helps a customer report a fraudulent transaction
A customer sees a large transaction they don’t recognize on their statement. GenerativeAgent helps them initiate a dispute.
Build trust and loyalty with secure automated service
From managing accounts to resolving disputes, GenerativeAgent delivers secure, conversational service without the wait.
Make managing accounts more convenient
Customers expect 24/7 access to manage their accounts. And sometimes it’s more convenient to talk to an agent than muddle through an app or website.
GenerativeAgent is always standing by and ready to help customers update personal information, open new accounts, and set up recurring payments or transfers.
Troubleshoot suspicious transactions
Suspected fraud creates stress for customers. They want the issue resolved as quickly as possible.
With GenerativeAgent, there’s no waiting. Customers get the help they need to identify fraudulent transactions, freeze the account, and file a dispute. That limits risk for the customer and the financial institution.
Provide conversational investment support
Opening and managing personal investment accounts can require a lot of up-to-the-minute information.
GenerativeAgent can offer investors transaction and performance updates, explain fund risk profiles, and answer detailed questions about investment product fees and policies. That keeps investors informed and in control.
Resolve transaction and fee disputes
When customers disagree with a fee or notice a questionable transaction, they need to talk with someone who can resolve the issue. A bot with a limited skillset won’t cut it.
GenerativeAgent can safely connect to your internal systems, access your knowledge base, and reason through the problem. That means customers get a true resolution without being transferred to a human.
An AI agent built for safety and compliance at scale
Give customers fast convenient service – while maintaining the highest security and compliance standards.
Integration with legacy systems
GenerativeAgent integrates easily into your legacy infrastructure. It connects to other systems using your existing APIs as-is with no additional development required.
Enterprise data security and privacy
Strong security boundaries keep your data safe through advanced encryption, SSO integration, intrusion detection, and more. A zero data retention policy ensures sensitive information is redacted before storage.
AI safety by design
Multiple layers of safety mechanisms keep GenerativeAgent in scope and on task. Automated input safety evaluators protect against a wide range of jailbreaking techniques. Built-in safety agents analyze outputs to ensure accuracy and reliability.
Human collaboration built in
GenerativeAgent knows how and when to ask a human coworker for help – without handing off the conversation. Its groundbreaking Human-in-the-Loop Agent feature ensures you’ve got human judgment where it’s most needed.
Learn more about GenerativeAgent
The modern contact center is 40 years old. That's decades of bad customer service. Customer happiness is at a 17-year low, agents hate their jobs, and companies are investing billions to run their contact centers. It's time for a change.
Learn More
Figuring out how to get started with a generative Al agent might seem like a daunting task. But it doesn't have to be. Ensuring a successful deployment depends on choosing the best use cases to target first. We make it simple with a reliable, data-driven approach to identify interaction types with high automation potential.
Learn more
Download the ebook to learn what a holistic generative AI strategy looks like for your contact center. You’ll discover how AI can behave like your best agents, a framework to get started, and how to use AI to achieve transformative results.
Learn more
