Wealth Management Agent Copilot

Craft tailored customer experiences with a real-time relationship manager gen AI assistant

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Every client, treated like
your only client

Customer care organizations are under immense pressure on several fronts. Despite technology-enabled operations improvements, leaders in customer care are still struggling with rising call volumes, high customer expectations, high employee attrition, and preparing for an AI-enabled future.

A live agent co-pilots are part of a new AI ecosystem that is future-ready to capture more value, speed up time to resolution and reduce pressure on customer care organizations.  Create unrivalled customer experiences with a gen AI-driven agent copilot that synthesizes customer data and provides tailored, in-context suggestions to the relationship manager in real-time.

The Iguazio Wealth Management Agent Copilot listens to the customer call, transcribes and summarizes it, and then guides the relationship manager in real-time with recommendations for offers, new investments, what questions to ask and what product upsells to offer. A post-call hyper-personalized follow-up email is then automatically generated based on the conversation. Leverage the turnkey Iguazio AI Factory to operationalize your co-pilot, with built-in AI monitoring, observability, regulatory compliance and AI guardrails, all ready for production on day one.

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Maintain an Up-to-date Profile On All Customers Compiled
From All Communication Channels and External Data

Real-Time Agent Copilot

  • Synthesizes new information learned from previous interactions and historical multi channel data
  • Continuous sentiment monitoring optimizes co-pilot suggestions
  • Content can be moderated with built-in risk guardrails, e.g., toxicity, harmfulness, bias
  • Agents enabled to support concurrent chats with multiple customers in separate tabs
  • LLM-generated follow-up questions and recommendations based on customer profile, history, products, policies and conversation context
40%
Higher client coverage
15%
Higher revenue per call
60x
Reduction in compute costs

GenAI Smart Call Center Analysis App

A leading European bank with a large customer call center wanted to improve their call center customer experience, following an industry-wide increase in call volumes. To decrease pressure on and improve the effectiveness of their call center, the bank built a generative AI application, deployed on-prem, capable of summarizing customer calls and analyzing sentiment and topics discussed. With this data, downstream applications—like live agent support, customer profiles, auto-generated content, tailored recommendations, customized offers, etc.— can leverage the extracted data. The application is capable of removing sensitive financial data, handling multiple languages, and is fully compliant with relevant financial AI regulations.

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