Industry
Financial Services
Build stronger relationships and increase customer lifetime value with your trusted AI agent.
Deliver service your customers can bank on
Product recommendations
Provide personalized guidance to help customers choose the best products and services for their needs, increasing acquisition, cross-sell, and upsell rates.
Payments and transactions support
Respond immediately to questions about account balances, fees, or transfers to boost customer trust and satisfaction.
Account management
Help customers instantly with login issues, password resets, or cancellation requests, reducing wait times while also acting on opportunities for upsell or renewal.
Deliver service your customers can bank on
Solve issues with speed and discretion
Reassure customers with efficient and empathetic responses across all communication channels. Copianto agents integrate with your systems of record and knowledge bases to provide contextual and actionable support.
Scale support operations
Easily update your agent with new promotions or policies, manage spikes in demand, and ensure smooth handoffs to live agents when needed.
Build with a trusted partner
Continuously monitor and optimize your agent with pre-defined goals and guardrails and built-in quality assurance. Copianto ensures trust, security, and compliance, with encrypted and masked PII at all times.
