Financial Services
Build Trust in Every Financial Conversation
From loans to deposits to credit cards, deliver exceptional customer experience, ensure regulatory compliance, uncover growth opportunities, increase efficiency & build trust in every conversation through advanced AI technologies powered by Generative AI and semantic intelligence.
Boost CX, ensure compliance, and unlock revenue: Conversational AI for Financial Contact Centers
Empower agents to recommend the right financial products at the right time and solve issues on the spot with AI-powered insights and seamless post-call automation.
Real-time alerts catch compliance adherence deviations, so you can coach, correct, and protect both customers and your business. Reduce risk, build trust, and avoid fines.
Fuel exceptional experiences and optimize your financial institution by equipping agents and advisors with real-time guidance, personalized coaching, and voice-of-customer intelligence.
Carta's integration with Level AI has revolutionized our operations. With real-time insights and intelligent support, we navigate complexities seamlessly, ensuring accuracy and efficiency in managing equity and compliance. Level AI is an invaluable asset in our journey towards success.
Superior Experiences, Lower Churn, Greater Revenue
Shine a brighter light on your advisor’s performance
First-of-its-kind QA-GPT leverages Generative AI to score every conversation to your organization’s exact standards, provide accurate insights and actionable feedback with near-human accuracy.
Auto-QA conversations and on-screen agent activities
Take quality assurance and compliance adherence to the next level by monitoring what your advisors are doing on screen with Agent Screen Monitoring.
Provide personlized coaching at scale
Generative AI mines 100% of conversations and screen activities to identify areas for improvement and provide your advisors with personalized coaching.
Empower advisors with real-time guidance and post-call work automation
AI-powered Real-time Agent Assist helps advisors stay compliant at all times and navigate the conversation with the next best actions to optimize sales, resolve issues fast, and create best-in-class customer experiences.
Outsmart the competition with customer data-driven insights
Mine 100% of your banking contact center data to uncover the voice of the customer. Develop financial products customers can’t live without, and design customer experiences they’ll keep coming back to. Try out Level AI Gen-AI-powered VoC insights.
More Resources
Frequently Asked Questions
In the realm of financial services, conversational AI is a cutting-edge technology that leverages the power of artificial intelligence (AI) and natural language processing (NLP) to transform contact center interactions. Imagine a virtual assistant, available 24/7, that can understand your financial queries, provide accurate information, and guide you through complex tasks, all in a natural and conversational way to improve Customer Experience in financial services.
Conversational AI in banking contact center QA (Quality Assurance) refers to the processes and practices implemented to ensure the effectiveness, accuracy, security, and compliance of interactions between customers and conversational AI systems in the banking sector. QA in this context is crucial to guarantee a seamless and satisfactory customer experience in banking while maintaining the high standards required in the financial industry
Quality Assurance (QA) plays a crucial role in ensuring effective customer service in banking, especially when leveraging technologies such as conversational AI. Here's how QA contributes to the effectiveness of customer service in the banking sector:
1. Ensures Accuracy and Reliability
2. Maintains Regulatory Compliance
3. Enhances Security and Privacy
4. Improves Customer Experience
Level AI monitors interactions for adherence to industry regulations and internal compliance policies. It helps identify instances of non-compliance and notify in real-time if agents are not adhering to financial services compliance requirements.
Level AI Voice of Customer mines 100% of your conversations for actionable insights to improve service, product, operations teams. Adiotnally, Identify drivers of CX and business transformation with real time trends on the pulse of the customer to improve customer experience.
Yes, Level AI products can be tailored to match the unique quality criteria, performance metrics, and regulatory requirements to provide AI in financial and banking services.
Level AI's coaching module provides real-time monitoring, call recording, quality assessments, and performance analytics, enabling targeted coaching and training for agents. Moreover, flag conversations for in-depth analysis to discover uncovered insights.
Level AI leverages advanced generative AI and semantic intelligence technology, based on Natural Language Understanding (NLU), to surface insights on critical conversations, route conversations based on set conditions, pre-train models to identify and tag key moments, and a lot more. This allows you to power your QA efforts for enhanced agents performance and therefore, superior customer experience. Additionally, first-of-its-kind proprietary LLM technology helps in assessing each conversation against your custom scorecard, achieving near-human accuracy.
