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.
Deposit checks and lost cards piled up. Chime deployed a unified AI across channels, where lessons from chat instantly train voice agents.
Agents manually hunted for crypto data. Now, an autonomous agent cites real-time records to boost case resolution by 70%.
Agents manually hunted for crypto data. Now, an autonomous agent cites real-time records to boost case resolution by 70%.
Agents toggled 15 systems while a rigid bot escalated 26% of chats. AI now resolves routine cases, cutting escalations by 15%.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Manual call evaluations delayed insights by weeks. Now, bots score calls at scale, empowering analysts to synthesize data in hours.
Sourcing native speakers for 14 markets was costly. Now, AI handles 40% of routine queries and translates live for a central English team.
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.
Deposit checks and lost cards piled up. Chime deployed a unified AI across channels, where lessons from chat instantly train voice agents.
Agents manually hunted for crypto data. Now, an autonomous agent cites real-time records to boost case resolution by 70%.
Agents manually hunted for crypto data. Now, an autonomous agent cites real-time records to boost case resolution by 70%.
Agents toggled 15 systems while a rigid bot escalated 26% of chats. AI now resolves routine cases, cutting escalations by 15%.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Manual call evaluations delayed insights by weeks. Now, bots score calls at scale, empowering analysts to synthesize data in hours.
Sourcing native speakers for 14 markets was costly. Now, AI handles 40% of routine queries and translates live for a central English team.