Employee AI is an intelligent co‑pilot built for frontline teams at banks and credit unions. By delivering real-time, hyper-personalized, and contextual support, it guides contact center agents and branch staff to resolve inquiries faster and more accurately.
Embedded within your CRM or CCaaS – or available as a standalone tool – Employee AI instantly surfaces caller context, authentication status, and system-wide knowledge. This empowers agents to deliver precise, error‑free support, and complete common actions across core, lending, and digital systems with a single click.
Synthesizes answers, suggests next steps, and enables instant action—cutting down handling time and boosting first-call resolution.
Reduces screen-switching and cognitive load by centralizing answers, context, and actions into a single interface—seamlessly embedded into your CRM/CCaaS and agent workflow.
Equips agents with full authentication details, caller ID insights, conversation transcript, and transfer reason—empowering faster, more informed responses.
Built-in AI guidance and intelligent suggestions help new hires ramp up quickly and confidently, reducing time to productivity.
Automates routine tasks and enables agents to handle more complex nteractions, increasing service capacity without increasing headcount.
Backed by a unified AI brain that powers both member self-service and employee tools, ensuring a seamless, connected support experience.
Precise answers with source links that auto-scroll and highlight the section – no searching needed.
AI-generated overview of call intent, recommended actions, and suggested queries.
Shows caller ID verification and authentication status to reduce fraud and speed up validation.
Connects to various knowledge based repositories to ground Gen AI responses in your trusted content.
Out-of-the-box plugins to popular cores and enterprise systems applications.
Proactively suggests relevant follow-up questions based on conversation context and user intent.
Ensures the right teams see the right documents with department-level access controls.
Customize acronyms and shorthand so AI speaks your institution’s language.
Banking AI Platform Prebuilt to Work with Banking Systems from Day 1
