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:
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Rapid growth forced transactional replies on premium users. AI now delivers concierge-quality support across mixed-language interactions.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
Rapid growth forced transactional replies on premium users. AI now delivers concierge-quality support across mixed-language interactions.
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Some member headshots looked genuinely unusable. Runway transformed each into broadcast-ready stills—no cross-country studio shoot required.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
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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.
Rapid growth forced transactional replies on premium users. AI now delivers concierge-quality support across mixed-language interactions.
Scripted bots demanded hours of upkeep. Gen AI now automates order lookups, elevating agents to content strategists.
Rapid growth forced transactional replies on premium users. AI now delivers concierge-quality support across mixed-language interactions.
Manual document summaries bottlenecked experienced staff. Now, AI drafts preliminary risk assessments, freeing teams for complex advisory.
Some member headshots looked genuinely unusable. Runway transformed each into broadcast-ready stills—no cross-country studio shoot required.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
Agents juggling fragmented systems and memory for life-safety calls. One platform + AI copilot cut onboarding from 6 weeks to 2.