Coveo for Financial Services

The Caveo Relevance Cloud for financial services enables service leaders to deliver a unified and personalized experience in any channel, deepening customer engagement while improving cost efficiency. Let's show you how we help customers self serve beginning in the digital banking portal. Our industry leading AI dynamically presents personalized content by analyzing all customer interactions, evaluating needs against personal preferences, and creates a proactive and predictive experience. Customers see relevant information before even asking based on the dimensions contained in your system of record. That predictability is extended to respond to customer stated needs using intelligent query suggestions going far beyond the capabilities of simple and outdated type ahead models. Caveo also generates impactful recommendations beyond the stated search query. By examining digital intersections of commonality, we deliver relevant content that can serve impactful business outcomes, outcomes such as next issue avoidance. Further personalizing the experience, dynamic navigational elements allow users to filter content on the fly and narrow results to their preferences. But customers don't always search. Leaders must proactively deliver content within digital processes to improve experience and increase containment. Take this example of providing supplemental information around a lost or stolen card. Preempting unstated customer questions avoids likely repeat contacts. Throughout the entire digital journey, Kaveo AI is tracking customer behaviors, feeding the machine learning models to continuously improve performance while simultaneously creating actionable reporting, which can be used across the entire organization. Kaveo's capabilities can also be integrated directly into the rep's desktop, enabling faster upscaling and allowing them to focus on the customer. Kaveo virtually aggregates content from any repository into a single side by side console, removing the largest source of reps frustration and assisted contact inefficiency, time spent searching for information. Using our contextual recommendations, they automatically see the most relevant resources based on the customer's intent and what's worked for other reps in similar situations. Further enabling productivity, actions can be performed directly within the workspace such as linking the document to the case, posting to a chat feed, and instant email follow-up. Kaveo also creates a true three sixty degree experience showing reps a snapshot of that customer's previous online experiences, so reps know what actions customers have already taken and can avoid making the repeat information. As assisted contacts often go beyond stated intent, CSRs need to actively search for information. Say a customer asked for a financial advisor recommendation. Caveo reduces search time with dynamic faceting such as advisor specialties or the user's location. Of course, this is customized by any contextual information stored in any of your various systems. By having all the information needed in a single intelligent location, reps effortlessly become proficient in less time while experiencing less frustration. Caveo, providing relevance to every interaction.