Basic tools couldn't handle tax season spikes. Now, AI connects to internal APIs to resolve complex loan and investment queries instantly.
A digital finance company serving more than 13.7 million members across checking, savings, investing, and lending products.
Previous chat tools could only resolve basic queries, failing to provide comprehensive help during high-volume periods like tax season and market...
“In financial services, trust is everything. Every interaction either builds that trust or erodes it. What Sierra has enabled is support that actually scales without sacrificing the experience. Members get instant resolution. Our team focuses on complex challenges. And we can confidently roll out new products knowing the support infrastructure will scale with our rapidly evolving product offerings.”
Personal finance platform offering banking, loans, and investment services.
AI agent platform for autonomous enterprise customer service.
SoFi's Customer support is part of this use case:
Related implementations across industries and use cases
Rigid chatbots frustrated users. Reasoning AI agents now resolve deposit and password needs, freeing staff for complex financial care.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
Rising volume buried agents in manual tasks. AI now fields routine chats and writes summaries, cutting wrap-up time in half.
Rigid chatbots frustrated users. Reasoning AI agents now resolve deposit and password needs, freeing staff for complex financial care.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
37 steps and 16 handoffs to send one email. Agents rebuilt the workflow from scratch — 3 weeks became 2 days.
Analysts couldn't touch the data—every question funneled through engineers, taking hours or weeks. Now they get answers in seconds.
Basic troubleshooting consumed agents' time. Now, an AI fluent in local dialects independently resolves 73% of these cases.
Fragmented support caused frustrating handoffs. Live AI translation now lets a small English-speaking team handle 14 languages instantly.
Basic tools couldn't handle tax season spikes. Now, AI connects to internal APIs to resolve complex loan and investment queries instantly.
A digital finance company serving more than 13.7 million members across checking, savings, investing, and lending products.
Previous chat tools could only resolve basic queries, failing to provide comprehensive help during high-volume periods like tax season and market...
“In financial services, trust is everything. Every interaction either builds that trust or erodes it. What Sierra has enabled is support that actually scales without sacrificing the experience. Members get instant resolution. Our team focuses on complex challenges. And we can confidently roll out new products knowing the support infrastructure will scale with our rapidly evolving product offerings.”
Personal finance platform offering banking, loans, and investment services.
AI agent platform for autonomous enterprise customer service.
SoFi's Customer support is part of this use case:
Related implementations across industries and use cases
Rigid chatbots frustrated users. Reasoning AI agents now resolve deposit and password needs, freeing staff for complex financial care.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
Rising volume buried agents in manual tasks. AI now fields routine chats and writes summaries, cutting wrap-up time in half.
Rigid chatbots frustrated users. Reasoning AI agents now resolve deposit and password needs, freeing staff for complex financial care.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
37 steps and 16 handoffs to send one email. Agents rebuilt the workflow from scratch — 3 weeks became 2 days.
Analysts couldn't touch the data—every question funneled through engineers, taking hours or weeks. Now they get answers in seconds.
Basic troubleshooting consumed agents' time. Now, an AI fluent in local dialects independently resolves 73% of these cases.
Fragmented support caused frustrating handoffs. Live AI translation now lets a small English-speaking team handle 14 languages instantly.