Syndeo AI Agent Workforce
Financial Services
Automate customer service and financial tasks, provide tailored assistance, manage transactions and improve the banking experience.
AI Agent Workforce designed for the financial services customer journey
Deploy AI agents that work alongside your team, accessing enterprise knowledge instantly, automating routine tasks and providing intelligent recommendations to maximize productivity.
Meet some of the Syndeo Financial Services workforce
Chloe
Everyday Banking
I’m Chloe, your everyday banking assistant, helping with account opening, retrieving your balance or transferring funds.
Alex
Lending
I’m Alex. I specialise in lending and mortgages ensuring your borrowing needs are met with the minimum of fuss.
Cate
Card Services
I’m Cate, I streamline your banking and credit card management, from activating a new card, to assisting you report a lost or stolen card 24/7.
See Alex in action….
Delivering better business outcomes in financial services with Syndeo
The Syndeo AI Agents have been designed to deliver better business and customer outcomes and an enhanced customer experience. Benefits include:
Stronger customer relationships
Boost satisfaction and loyalty with personalised, efficient and always-available banking support.
Operational efficiency
Streamline banking support tasks, reduce costs and improve response times with automation and self-service options.
Scalability
Easily scale up or modify the service as the business grows or as customer needs evolve, ensuring the digital engagement strategy remains effective and relevant.
Efficient self-service
Enable quick and efficient banking services, with the ability to check balances, make transactions and get answers to your enquiries effortlessly.
24/7 availability
Access banking support and services round the clock, ensuring customers have the convenience of banking when it suits them.
Seamless CX across channels
Start banking interactions on one channel and seamlessly continue on another, maintaining a consistent and cohesive banking experience.
Real business impact
A organization serving customers in multiple countries achieved these outcomes by implementing Syndeo:
Why choose Syndeo?
The world’s best-known
brands trust Syndeo: our people; our skills and our technology.
Our people have 20+ years industry experience in CX and contact center technology across retail, financial services, telecoms and more.
Partner with industry giants, including Genesys, Nice, Verint, Google and more.
Unrivalled specialist knowledge and skills bridging both Interactive Voice Response (IVR), Conversational AI and generative AI.
Low-code environment offers an agile approach to building, testing and deploying AI Agents across voice and 15+ digital channels.