cognigy

AI Agents for Financial Services:

Where AI Meets ROI

eBook

Redefine Customer Service in FSI

Legacy systems, rising costs and compliance complexity are capping your CX potential. Cognigy’s AI Agents break that ceiling. Built on Conversational and Generative AI, they deliver always-on, intelligent automation that transforms customer service across banking, fintech, lending and insurance.

What You’ll Learn

  • What AI Agents are and how they outperform traditional bots

  • How Gen AI fits safely into regulated environments

  • Real-world use cases across banking, lending, and insurance

Why It Matters

  • Automate tier 1 requests and boost containment

  • Reduce costs while improving CX and agent satisfaction

  • Work across channels, languages, and systems, at enterprise scale

Built for Financial Services

  • Pre-trained on FSI processes, terms and tasks

  • Seamless integration with contact center and enterprise tools

  • Fast time-to-value with minimal IT involvement

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