Agent Assist For Banking, Financial Services and Insurance
Boost Revenue and Elevate Customer Experience with Agent Assist
Shift to proactive quality assurance and maintain real-time oversight of agent performance. Decrease the risk of compliance issues, customer escalations, and mis-selling incidents, safeguarding your brand's reputation.
Address Critical Business Challenges With Agent Assist
Reduce
Misselling
Create a compliant and customer-centric sales environment. Rely on violation alerts to catch misselling episodes in real-time.
Eliminate Compliance Violations
Ensure compliance during customer interactions with real-time prompts, script guidance, supervisor tracking, and an AI-powered knowledge base to navigate complex regulations.
Maintain Brand
Reputation
Encourage conversation quality and consistency with a real-time visual checklist and rapid access to a Generative AI-powered Knowledge Base.
Prevent Customer Escalations
Stop customer escalations with proactive checks–violation alerts and negative sentiment tracking during customer interactions. Supervisors can barge into calls to provide direct assistance.
Optimize Your
First Call
By proactively addressing compliance violations, misselling risks, and objections on the first call, Agent Assist ensures an increase in conversion rates or the likelihood of follow-up calls.
31 %
Reduction in Misselling
38 %
Decrease in Compliance Violations
36 %
Reduction in Escalations
28 %
Improvement in AHT
29 sec
Increase in CSAT score
23 %
Boost in Revenue
Combine Real-time Agent Assist with Live Supervisor Support
What is Real-Time Agent Assist?
Automate tracking and conversation checklists, ensuring agents adhere to call scripts and compliance standards. Arm agents with actionable prompts and suggestions, enabling them to navigate complex queries and handle objections. Offer agents rapid access to correct information with a Generative AI-assisted Knowledge Base. Allow agents to focus on customer-centric tasks to achieve KPIs and surpass revenue goals.
What is Supervisor Assist?
Supervisors get 100% visibility into active conversations and offer on-the-spot assistance by barging into live calls. Real-time violation alerts and customer sentiment tracking allow supervisors to reduce escalations and compliance violations significantly. Supervisors can better manage remote teams, reduce average handle time (AHT), and maintain brand reputation.
Analyze omnichannel conversations
Access Convin
on-the-go
on-the-go
Convin's Data Security Measures
Automated PII Masking
Convin’s AI-driven PII masking detects and redacts sensitive data, ensuring compliance with GDPR, PCI DSS, HIPAA, and RBI mandates.
Zero Raw Data Retention
Sensitive data is masked at capture while ensuring compliance with audits and analytics by eliminating raw data exposure.
Enterprise-Grade Data Encryption
Convin secures data with AES-256 encryption, preventing unauthorized access during storage or transfer.
Proprietary In-House LLM
Convin’s proprietary, in-house developed LLM designed specifically for BFSI institutions ensures full data ownership, security, and compliance.
Convin can effortlessly integrate with your tech stack
See all Integrations
Trusted by B2C Leaders Who Get It.
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Preeti Singh
Quality Assurance Lead
Mohit Sidhwani
Head of Customer Experience
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Mohit Sidhwani
Head of Customer Experience
Transform Customer Conversations with Convin’s AI Agent Platform
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