Delivering Customer Experience Excellence in the

Financial Services Industry

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The new financial customer is here. It's not enough to provide a friendly smile and solid investments; customers expect the personalized, consistent and omni-channel service they receive from leading digital brands. It takes more relevance and personalization capabilities to stay ahead of the competition in customer experience.

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ChallengeYour one-size-fits-all website falls short of expectations

Generic content may in fact be hurting your brand in the eyes of your website visitors. Without the ability to provide a personalized and relevant online experience, your website visitors and customers end up disengaged.
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SolutionAutomatically personalize your website with AI-powered search

Empower your website visitors with an online experience tailored to their needs. AI and machine learning embedded in your site search will automatically learn the content that makes your visitors successful, and deliver the exact relevant content right when your customers need it.
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ChallengeCustomer retention rates need to improve

Most of your customers prefer to self-serve rather than talking to a customer rep, but they still want the personal touch that in-person service provides. Without the ability to solve problems on their own, they have limited options.
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SolutionEmpower customers with more effective Self-Service

Make it easier for customers to find the answers they need online to increase customer satisfaction. Coveo individualizes content to each customer and their situation, providing the best, most recent answer at all times. Coveo's Machine Learning analyzes behavior patterns, applies context and predicts the content that your customers need to see.
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ChallengeYour contact center agents struggle to provide superior customer service

Your agents, especially the newer agents, are unable to answer complex customer questions on their own. The experience frustrates your customers and hurts your brand.
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SolutionBring AI-powered search to your contact center

Simplify the experience for your agents with a contact center portal that automatically understands the behavior, intent and context of your customers, and can automatically recommend content to agents. AI-powered search means agents see more relevant and meaningful results, improving their ability to resolve customer issues.
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ChallengeYour employees can't access your most valuable resource: knowledge

Knowledge is trapped in silos and employees can't find task-relevant insights they need for their work. It's difficult for employees to collaborate and find information in your intranet.
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SolutionImprove the ROI on your knowledge with AI-powered search on your intranet

Make all of your content accessible to your employees by providing a single unified search on your intranet. Use AI-powered search to deliver relevant and personalized content recommendations and experiences to each employee, with a system that automatically learns from your usage data on the content that your employees need.
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Coveo is here to help

Staying ahead of the competition in an ever-changing industry requires more than a quality product.

From helping customers find the right data every time, to giving your team deep insight into customer behaviour and usage patterns, Coveo is ready to help.

Speak to one of our representatives today!