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.

Financial Services
AI-Powered Banking and Insurance

Key to success in 2022: Make your customers’ lives easier

AI-Powered Banking and Insurance

Key to success in 2022: Make your customers’ lives easier

They need to feel like you exist just for them. To see you as their most trusted advisor. No matter where they are in their life stage – or customer journey.

This requires authentic personalization, delivered at scale. On every channel.

Coveo AI learns from every client’s digital interactions, profiles, and entitlements to offer up relevant information, where and when they need it.

  • Omni-channel approach
    From websites to self-service portals, from chatbots to customer service agents, Coveo AI helps deliver consistently relevant information at each touch point of your customer’s journey.
  • Robust insightful analytics
    To provide service that makes your customers feel heard, you need to know what they want. That’s exactly what Coveo Analytics uncovers. With easy-to-use, robust reporting, you’ll get both at-a-glance, real-time customer insights and granular data that allows you to dive in deep.
  • Best-in-class enterprise grade security
    Customer and interaction data is encrypted, both in transit and at rest. You’ll stay compliant with best-in-class global security standards. Bonus: Unlike other platforms, Coveo AI doesn’t rely on third-party data. This means you can still gather valuable customer info without violating cookie permissions.
AI-Powered Banking

Banks who put people first grow right along with them

AI-Powered Banking

Banks who put people first grow right along with them

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.

AI-Powered Insurance

Insurers who put people first earn pain-free profits

AI-Powered Insurance

Insurers who put people first earn pain-free profits

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

  • Get a free assessment
    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!
  • Stress-free deployment
    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.
  • Machine learning starts from Day 1!
    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.

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.

Ready to start putting people and profits first?

Get a free, 30-minute assessment ($2,000 value). From banking to insurance to investing… Our experts have analyzed hundreds of industry-leading enterprises. You'll get to “pick their brains” and walk away with quick wins you can start using to transform your business immediately.

Getting started is as easy as filling in a 1-field form. Within a week, we’ll host your custom assessment. And, we’ll record it so you can pass it around to your team.

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