Coveo Relevance Cloud™ for Financial Services
Putting people first doesn't mean putting profits last
As a leader in applied AI, we help financial institutions accelerate their digital transformations while prioritizing customer satisfaction. By harnessing the power of AI-based personalization, you can deliver the most relevant information, advice, offers and products. All tailored to each client.
What does this really mean? Banks and insurers can finally realize the value of their extensive proprietary client data. Coveo learns context and intent to understand what each client actually wants and needs, and provides relevant offers to each of them. At scale. And in compliance.
Increase NPS while reducing costs. Find opportunities to increase revenue. Grow customer loyalty. And drive more profit.
That first credit card. The joint account. A 529 plan. A 401k. Your customer’s banking journey is really their life journey.
The institutions who tap into the wealth of customer data across their assorted systems, using AI to understand, support, and help their customers along, will gain their loyalty and drive profitable growth.
Accidents and injuries are painful enough. Interacting with your insurer shouldn’t be. Make it personal and effortless.
With AI, you know and understand your customers better. They’ll feel heard, supported, and satisfied.
How Coveo Works for Financial Services
Getting started with superior AI is easy with Coveo
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In just 30 minutes, our experts will identify and walk you through your exact customer experience gaps. Then, they’ll give you a wealth of “quick win” recommendations you can start using immediately. A $2,000 value – free!Get a free assessment
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Things get done in hours instead of days or weeks. Our Professional Services, Customer Onboarding, Customer Success, and Business Development teams work with you throughout the process. This helps ensure you realize your expectations.Stress-free deployment
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Coveo’s machine learning automatically begins analyzing interaction data to tailor content to your users. You can also take a more hands-on approach and tune individual models yourself. Either way, understanding your customer intent has never been easier.Machine learning starts from Day 1!
Immédiatement après la mise en œuvre de Coveo, les utilisateurs visitaient une page de moins, à chaque visite. Ça peut sembler négatif, mais ils passaient en fait plus de temps sur les pages. Aujourd’hui, nous les amenons directement à l’essentiel, afin qu’ils puissent concentrer leur attention et obtenir un meilleur résultat.
V.J. Watkins
Analyste commercial communautaire, nCino
FAQ
Yes, Coveo can handle massive amounts of data. Here are more answers:
Compared to free open-source search products, it might seem that way. But, when you factor in total cost of ownership, hosting, and maintenance… things add up quickly. That’s not to mention the lost developer hours with drawn-out, frustrating deployments. Coveo takes considerably less time to size, provision, configure and maintain. And that makes us a cost-effective solution overall. Not only that, but our easy to use analytics make it simple to see your up-to-the-minute ROI.
From Day 1. Really. Even when there’s zero data about a visitor, Coveo can help serve them the content they need to push them closer to conversion. We call these “cold visitors”, and we’re experts at understanding them. We’ve built our own AI and machine learning models to help serve them immediately.
No! Our easy-to-configure machine learning models are continuously optimized. So, you can let AI personalize content, not thousands of rules. This means your dev team isn’t stuck maintaining things themselves – or, wasting time opening support tickets to get things solved.
Coveo does not index, transmit, process, or store private credit card data and therefore does not have PCI compliance. However, at Coveo, security by design means governance inspired by ISO 27001, maturity models based on CoBIT, security processes defined by the ISM3, and measures taken from the NIST special publications. Learn more about compliance.
Yes, Coveo provides a number of documents under Non-Disclosure, including its SOC 2 Type II Examination Report, penetration tests, and pre-filled questionnaires. Contact us to make a request.
There are two types of data transferred to Coveo: Index and Analytics Data. Customers can configure precisely what data is sent to Coveo, by adjusting custom objects and fields to be indexed, or by disabling, obfuscating, or encrypting any usage metric visible in the dashboard.
Customer data is unified in a single Coveo index. These indexes are proprietary and stored on binary files, compressed using proprietary algorithms, and encrypted at rest using AES-256 or better.
