Scalable Growth
Without Loosing Operational Efficiency
EVA
B/D Home Office Copilot
Empower your Home Office staff to provide concierge level service to the Field staff with their expert knowledge of subject matter, prompt responses and timely next best actions. Maintain high service levels even when products or policies change or when there is a high staff turnover in the contact center by incorporating wealth management focussed AI digital assistants into your Home Office contact center operations. Leverage Knowledge Graphs, Large Language Models(LLMs) and Use case libraries used by the industry.
Find Case Related Policies and Procedures
Pro-actively resolve case related queries with the help of a co-pilot that is trained on your company's policies and generic industry information.
Recommend Next Best Actions
While working on a case, get related Next Best Actions, suggested by our AI library that is trained one several actions from the industry.
Initiate Home Office Actions
Check the status of operations and receive customized alerts from downstream financial institutions at one place, prioritized and personalized according to your preferences.
Automate Custodian Actions
Initiate a variety of Custodian workflows directly from Case management portals without having to key in data in multiple forms.
JANE
Contact Center Support Copilot
AI Copilots can be very helpful in assisting Backoffice staff in processing cases faster. They achieve this by automating routine tasks and providing real-time contextual knowledge support as well as collecting tribal wisdom from SMEs.
Answer calls faster and better
When your support agent answers calls, having JANE on top of their active screen will enable them to get their queries answered faster. JANE can be trained with your existing call records, Knowledge portals and also by Subject Matter Expert (SMEs)
Enhance Agent Knowledge
Easily connect your enterprise knowledge system to JANE and ingest the knowledge residing in documents to a Knowledge graph that can drive on the job learning for agents with a variety of skill development tools like quiz, games, scenarios etc.
Recommend Next Best Actions
Check the status of operations and receive customized alerts from downstream financial institutions at one place, prioritized and personalized according to your preferences.
Initiate Actions
Trigger custodian actions, Check the status of operations and receive customized alerts from downstream financial institutions at one place, prioritized and personalized according to your preferences.