Your Sales Agent

Be optimally prepared for every customer conversation. Your Preparation Agent connects all relevant customer information, providing you with a clear overview. This allows you to start conversations in a more structured, faster and more personalized manner, recognize opportunities early on, better understand needs and keep an eye on risks – even before they become an issue.

Keep track of your leads. The Lead Agent identifies customers with high potential, prioritizes enquiries according to specific criteria and recommends the most suitable next best products. This allows you take targeted action, make the most of opportunities and focus fully on your customers’ needs and wishes.

No notes, no follow-up. The Debriefing Agent works directly with the Voice Agent: Impressions from the conversation can simply be spoken into the phone. The Debriefing Agent then automatically creates minutes, inputs and next best actions. Tasks can be created immediately, so you can work efficiently and no opportunity is lost.

From quote to close, smooth and transparent. Your Order Agent automatically checks orders, ensures a clearly structured process and provides transparent recommendations. This allows you to speed up the closing process and offer your customer a secure, trustworthy WOW experience – without errors or delays.

Take action before your customer leaves. Your Retention Agent recognizes early signs of churn risk based on behavior, feedback and data, delivering specific recommendations for customer retention. This allows you to react in a targeted, empathic and efficient manner – before the customer cancels.

The Investment Agent analyses customer portfolios and recommends reallocations, optionally with the import of third-bank statements or approval via self-service in e-banking.

The Recall Agent automatically transcribes conversations with customers and generates clear, structured summaries detailing the main topic, key decisions, and the next defined steps.

The Briefing Agent summarizes past communications and provides relevant, structured information such as address verification, upcoming due dates, and next-best-product suggestions.

The Research Agent automatically gathers key information from internal and external sources and presents it in a concise, structured overview – helping your customer service reps prepare for customer appointments faster.

The Deal Agent automatically produces individualized offers using integrated rate calculators and tailors them precisely to your customer’s context and portfolio.

The Next Best Product Agent identifies the most relevant product for each customer leveraging segmentation, clustering, product scoring, and signals.

The Next Best Action Agent proactively analyzes live transcripts for implicit buying signals and life events, derives sales opportunities from them, and recommends appropriate next actions to your customer service rep.

The Explain Agent clarifies documents such as account statements, portfolio summaries, invoices, and tax records in natural language through self-service and answers related queries contextually.

The Pricing Agent provides natural-language explanations of terms, fees, and price components, tailored to the specific product or offer and delivered directly in dialogue with the customer.

The Compliance Agent automatically validates transactions, documents, and customer interactions against regulatory and internal policies, alerting your teams to any cases that require follow-up.

The Churn Agent continuously monitors relevant behavioral and transaction signals, spots early signs of churn risk, and initiates automated outreach or targeted retention measures for your customer service reps.

The Web Crawler Agent constantly compares competitors’ interest rates and terms, aggregates up-to-date market data, and makes it available for pricing and advisory decisions.

The Signal Agent detects sales and service signals in asynchronous channels such as e-banking or secure messaging, directly proposes suitable appointment options to customers, and forwards relevant opportunities to the responsible customer service rep.

The Retirement Agent prepares individualized pension analyses and retirement scenarios, supports customers and advisers in planning, and guides a customer in self-service toward the option of an in-depth consultation with a specialist.

The Affordability Agent leads customers in self-service through a nuanced affordability and eligibility check, handles special cases intelligently, and proposes advisory appointments directly in viable cases, while in non-viable cases, it communicates clearly and resource-efficiently with the customer without getting a customer service rep involved.