Use Cases

Banking

Intelligent access to banking knowledge, exactly when advisors need it

Initial project approach

The challenge

The main challenge is the fragmentation of knowledge across multiple systems and formats, making it difficult for advisors to quickly access reliable information and leading to inconsistencies in customer service.

This resulted in:

  • Increased resolution times
  • Heavy dependency on expert profiles
  • Higher likelihood of errors in customer interactions

Objective

To centralize banking knowledge and provide advisors withinstant access to accurate answers.

Improve operational efficiency, reduce errors, and ensure regulatory compliance across every interaction.

Contexto del sector

El sector bancario opera en un entorno altamente regulado y complejo, con una gran cantidad de documentación que se actualiza constantemente.

Los agentes gestionan un alto volumen de consultas donde la precisión y la rapidez son críticas.

El desafío

The main challenge is the fragmentation of knowledge across multiple systems and formats, making it difficult for advisors to quickly access reliable information and leading to inconsistencies in customer service.

This resulted in:

  • Increased resolution times
  • Heavy dependency on expert profiles
  • Higher likelihood of errors in customer interactions

Objetivo

To centralize banking knowledge and provide advisors withinstant access to accurate answers.

Improve operational efficiency, reduce errors, and ensure regulatory compliance across every interaction.

Impact

+ 25%

accuracy in complex responses

-35%

customer response time

+ 30%

advisor satisfaction

100%

traceable and auditable actions

Así es cómo lo resuelve Alan

ALAN X is a cognitive copilot for advisors that transforms organizational knowledge into actionable, real-time answers, connecting and contextualizing all information across all systems.

  • Intelligent natural-language search
  • Precise answers with citations from source documents
  • Unified access to multiple systems and data formats
  • Detection of knowledge gaps and improvement opportunities
  • Intelligent natural-language search
  • Precise answers with citations from source documents
  • Unified access to multiple systems and data formats
  • Detection of knowledge gaps and improvement opportunities

How Alan solves it

ALAN X is a cognitive copilot for advisors that transforms organizational knowledge into actionable, real-time answers, connecting and contextualizing all information across all systems.

Intelligent natural-language search

Precise answers with citations from source documents

Unified access to multiple systems and data formats

Detection of knowledge gaps and improvement opportunities

When knowledge is connected and accessible, teams work faster, respond more accurately, and deliver a superior customer experience.

CX Insights

Quality analysis and business intelligence reports.

AlanX

Cognitive copilot for human advisors

Real-time assistance for human agents.

HiveAcademy

AI-powered agent training platform

Continuous training and performance improvement for human agents and the system.

Kira

Metahuman AI agent

Metahuman assistant for query resolution.

SideKick

Customer support copilot

Cognitive support for complex case resolution and decision-making.

Charli

Text-based conversational agent

End-to-end support across digital channels.

Voxi

Cognitive voice agent

Voice-based support with autonomous reasoning and full query resolution.