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Scalable Growth For Wealth Management Firms Without Loosing Operational Efficiency
Scalable Growth

Without Loosing Operational Efficiency

EVA

B/D Home Office Assistant

Broker-Dealer Home Office Assistant

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

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

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. 

EVA B/D Home Office Assistant 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

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

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 Assistant

Contact Center Support Assistant

AI assistants 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

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

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

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

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.

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