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4.7 (200+ reviews)

AI built for financial services
customer experience

Deploy AI agents across the full customer journey — automating high-volume service requests, scoring every advisor conversation for CFPB, UDAAP, and TCPA compliance and quality, and surfacing intelligence from 100% of interactions. One platform for banks and fintechs, on one data layer.

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“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.”

SVP Business Technology

Carta

“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.”

SVP Business Technology

Carta

“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.”

SVP Business Technology

Carta

One conversation data layer for banking and financial services

First-call resolution on high-stakes contacts

Loan servicing, Reg E disputes, fraud alerts, and hardship requests scored for resolution quality on 100% of calls. Repeat contact rates on high-value and at-risk customers visible by product line and queue before they drive attrition.

Fee, disclosure, and collections compliance

Every advisor conversation scored against your exact compliance rubrics — fee disclosure accuracy, UDAAP-sensitive language, and state-mandated disclosures by product and geography — with a full audit trail for every interaction.

Fraud and dispute handling

Fraud alerts, Reg E disputes, and account-recovery conversations scored against your rubric on 100% of contacts, with a complete record for every evaluation.

Fraud and dispute handling

Fraud alerts, Reg E disputes, and account-recovery conversations scored against your rubric on 100% of contacts, with a complete record for every evaluation.

Retention and attrition signals, surfaced in real time

Competitor mentions, hardship language, and rate complaint patterns surface from 100% of interactions. Intelligence routes to product, ops, and CX leadership with the context to act.

Talk to a financial services specialist

How Financial Services CX teams use Level AI

Automation

Insights

Quality

Coach

Agent Assist

Automate high volume banking interactions
across voice and chat, 24/7

Identify high-impact automation opportunities from customer interaction data. Build virtual agents pre-trained on how top performers resolve balance inquiries, payment support, fraud alerts, and account updates — on voice and chat.

Surface complaint trends, churn signals and product gaps
with data-driven insights

Query 100% of interaction data with AI workers to surface CFPB complaint language, competitor mentions, collections escalation patterns, and hardship patterns before they compound. VoC findings route to teams that can act on them - product, ops and compliance

Score every conversation for compliance, disclosures and quality

Evaluate 100% of interactions against your exact rubrics with QA-GPT covering CFPB requirements, Regulation E language, and collections compliance. Capture desktop activity alongside the call with Screen Recording so auditors get a complete record for every evaluation.

Coach every advisor with personalized AI-generated coaching plans

Mine 100% of conversations and screen activities with Generative AI to identify performance gaps, and provide advisors with personalized coaching. Coaching plans arrive grounded in real loan calls, dispute resolutions, and collections interactions.

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.

Integrated across your banking stack

Direct integrations with core banking, digital banking, card platforms, lending systems, and CRM tools. No custom infrastructure required.

Ready to transform your Customer Experience?

Schedule demo

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

ISO 27001

HIPAA

SOC2

PCI

GDPR

Level AI satisfies the requirements for GPDR, HIPAA, PCI and ISO 27001 compliance

Resources

Tools and insights to improve every customer interaction

View all resources

Case study - contact center provider for leading financial institutions saves millions with Level AI’s VoC insights

Report

Case study - contact center provider for leading financial institutions saves millions with Level AI’s VoC insights

Ebook

6 trends defining member experience at Credit Unions

Ebook

A practical guide to evaluating virtual agents

Case study - contact center provider for leading financial institutions saves millions with Level AI’s VoC insights

Report

Case study - contact center provider for leading financial institutions saves millions with Level AI’s VoC insights

Ebook

6 trends defining member experience at Credit Unions

FAQ

Have questions?
Find answers

Any more questions?

Contact us

What is conversational AI in financial services contact center?

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.

What is conversational AI in banking contact center. How does it helps in improve QA in banking contact centers?

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

How does QA in contact center helps in effective Customer service in banking?

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

How does Level AI help maintain financial services compliance requirements?

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.

How does Level AI enhance customer experience in the financial sector?

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.

Does Level AI provide a program customizable to align with the financial and banking services' specific quality standards and metrics?


How does the software assist in agent performance improvement?

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.

How does Level AI help in quality assurance financial services contact center?

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.

FAQ

Have questions?
Find answers

Any more questions?

Contact us

What is conversational AI in financial services contact center?

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.

What is conversational AI in banking contact center. How does it helps in improve QA in banking contact centers?

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

How does QA in contact center helps in effective Customer service in banking?

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

How does Level AI help maintain financial services compliance requirements?

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.

How does Level AI enhance customer experience in the financial sector?

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.

Does Level AI provide a program customizable to align with the financial and banking services' specific quality standards and metrics?


How does the software assist in agent performance improvement?

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.

How does Level AI help in quality assurance financial services contact center?

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.

FAQ

Have questions?
Find answers

What is conversational AI in financial services contact center?

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.

What is conversational AI in banking contact center. How does it helps in improve QA in banking contact centers?

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

How does QA in contact center helps in effective Customer service in banking?

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

How does Level AI help maintain financial services compliance requirements?

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.

How does Level AI enhance customer experience in the financial sector?

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.

Does Level AI provide a program customizable to align with the financial and banking services' specific quality standards and metrics?


How does the software assist in agent performance improvement?

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.

How does Level AI help in quality assurance financial services contact center?

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.