Real-time customer intelligence
The customer's record, the live call transcribed as it happens, facts and intent extracted from it, a recommended product with its justification, the interaction history and a callback booked, all on the relationship manager's screen during the call.
One working session with the people in the seat: which decisions, which systems, what a good week looks like.
The app you see above, running on your own exports instead of the simulated world. Every screen, every decision, your numbers.
Wired to your systems with your permissions, agents proposing, people approving, the ledger recording who did what.
Overview
The customer says where they are going and what worries them; the relationship manager is looking at an account screen. The recommendation comes after the call, if at all, and the notes are typed from memory.
The desk transcribes the call live, extracts facts and intent as the customer speaks, and suggests the next best action with its justification, drawn from similar customers, past recommendations and outcomes. The summary and the interaction are written back automatically, a callback is booked in one click, and feedback on each suggestion tunes the next one. The rules are configurable per banking line and reusable for claims and call centres.
Key features
- AI-driven recommendations: real-time transcription with intelligence extraction and hyper-personalised next best actions in 50+ languages.
- Dynamic information capture: automated note taking, interaction summaries and customer reactions written back for analytics.
- Configurable business rules: retail, corporate and private banking contexts, and other functions such as claims and incident resolution.
- Customer 360 during the call: record, location, interaction history and the conversation with timestamps.
Decisions it produces
- Suggest the recommended product to the customer
- Set a travel notice or another service action
- Book a callback
- Rate the recommendation
Data sources
| Core banking and CRM | customer id, accounts, income, address, last updated |
|---|---|
| Telephony | live audio transcribed with timestamps and speaker |
| Interaction history | previous calls, summaries, recommendations and outcomes |
| Product catalogue and rules | eligible products and the justification templates |
Simulated data throughout. Book a call to see it on your own systems.
Related demos
Field workforce assistant
The technician's phone with today's visits on a map and, for each customer, the issue synthesised from the care call, the steps already tried, the recommended next action, the service history and a customer 360.
Entity resolution
A configurable pipeline that cleans, pairs and scores records to find the same person, company or product across datasets, with a labelling app where stewards confirm, flag or reject each match and a config manager that defines every step.
Procurement fraud detection
Purchase orders, invoices, vendors and bids scanned by detection rules for shopping cart stringing, PO modification after approval and threshold gaming; alerts triaged per vendor, escalated into cases, investigated, and fed back into the rules.