Supercharge your advisers’ performance and deliver the best client outcomes with our enterprise platform that is highly scalable, quick to deploy, trained on your data and harnesses cutting edge Machine Learning and Natural Language Processing.
Suite of APIs
Our fully documented APIs enable a range of back-end integrations such as CRM and robo-rules engines giving you more effective automation.
Surface the power of our platform through any channel. Whether it’s through an adviser’s mobile device, customer-facing app, or web-based PC interface, our platform enables it all.
Train our platform modules on your company-specific nomenclature, products, services, advice style and more. This gives you more control over over your customers' experience and ensures brand consistency regardless of channel.
From local IFAs to international financial institutions, we’re able to scale with stability, security and speed.
Out-of-the-box functionality, white-label products and configurability means you can deploy our conversational AI solutions at speed.
End-to-end encryption at rest and in transit with best of breed security means peace-of-mind for you and your customers.
AT THE CUTTING EDGE
Our platform is underpinned but some of the latests developments in Natural Language Processing and Machine Learning technologies.
SPEECH TO TEXT
Audio is transcribed live through a secure Automated Speech Recognition (ASR) cloud service. ASR models are configured for both the Financial advice industry and nomenclature specific to your organisation.
NATURAL LANGUAGE ENGINE
Our unique context understanding engine converts, extracts and derives meaning from conversations. We use machine learning, key phrase detection and custom entity extraction alongside other NLP techniques. Our models are designed to maximise accuracy of information extraction during two-way video, face-to-face or telephone meetings.
Customer language and sentiment is used to monitor the customers attitude to risk and potential vulnerabilities. Questions are suggested for the advise to satisfactorily resolve any risk profiling trigger.
Automated summarisation is used to generate suitability reports using the customer's own language.
Our platform uses a number of techniques to enrich and add value to the data that is extracted from conversations. This AI-driven information builds a 360 degree view of your customers.