Financial Sector

What challenges are you facing today in the Financial Sector?

Risk of Poor User Experience

When interacting with automated systems that do not resolve problems on the first contact or fail to understand their needs.

Lack of Scalability and Flexibility in Customer Service

High volumes of customer interactions. The scalability of traditional communication channels is limited.

Prolonged Response Times and SLA Non-Compliance

Response times for claims handling, transaction inquiries, and online support are often long.

Lack of Specialized Knowledge and Knowledge Management

Customer service often lacks quick access to specialized information, affecting the quality of service.

Staff Turnover and Constant Training

It can lead to a lack of service continuity and the constant need to train new staff.

What is Sabio.CX?

Sabio.CX is your AI agent for managing communications with users, patients, and clients, based on Amazon Bedrock.

Designed to improve customer experience and optimize operational efficiency in your company

Increased Self-Service

Customers can manage their requests, such as balance inquiries, transfers, or card blocking, without human intervention.

Reduction in Handling Times

By automating common inquiries and tasks, handling times are reduced, improving operational efficiency.

Scalability Without Compromising Qualit

Allows financial institutions to scale their services without losing quality, especially during periods of high demand.

Improved Operational Efficienc

With reduced human intervention and operational efficiency improvements, financial institutions can optimize their operations and reduce costs.

Compliance with Regulations and Data Protection

Thanks to integrations with AWS, sensitive data protection is ensured, which is crucial for the financial sector.

How does communication work with Sabio.CX?

Statistics and Results

14%

Increase per hour in case resolution

50%

Reduction in human intervention required

9%

Reduction in handling times

30% - 45%

Improvement in operational efficiency

Source: The economic potential of generative AI: The next productivity frontier, McKinsey.

Current Communication Challenges

Multichannel Communication

Integration with WhatsApp Business, Teams, Meet, and Email.

Exclusive Model

A trained, closed, and secure model, exclusive to your company, leveraging the benefits offered by Amazon Bedrock.

Specific Training

Specifically trained with your information and context through the Knowledge Database (KDB).

Integration with Information Systems

Integrates with CRM, ERP, and other information systems of your company.

Communication Traceabilit

Record all communications for proper audits and oversight.

Scalability to Specialists

Ability to escalate to a specialist when the agent cannot resolve a request.

KPIs and Indicators

A module for KPIs and indicators for operational and strategic reporting.

WhatsApp Audio Management

Handles audio messages received via WhatsApp as part of its multichannel functionality.

How Do We Do It?

What About Security?

Content is encrypted both in transit and at rest
AWS Key Management Service (AWS KMS) encryption key management
AWS VPN, AWS PrivateLink
Compliance with standards
ISO: Quality Standards
CSA STAR Level 2: Cloud Security Alliance Security Assessment
HIPAA: Federal Health Information Sharing Law
GDPR: European Data Protection Law

Use Cases and Benefits

24/7 Customer Support (Self-Service Banking)

Sabio.CX can offer automated support to customers 24/7, allowing them to make inquiries quickly and efficiently without human intervention.

Multichannel Query Management in Digital Banking

Sabio.CX enables customer queries to be managed across multiple channels (WhatsApp, email, Microsoft Teams, etc.), integrating all information into a single platform to provide a consistent response.

Support for Investment Services and Financial Advisory

Sabio.CX can provide basic assistance on investment products and financial strategies, making these services more accessible to customers.

Claims Management and Dispute Resolution

Sabio.CX can automate much of the claims management process, intuitively guiding customers through the dispute submission process.

Fraud Prevention and Identity Verification

Sabio.CX can integrate with security systems to detect suspicious behavior, help prevent fraud, and assist in verifying user identities.

Compliance Management and Document Handling

Sabio.CX can assist with regulatory compliance by automating the handling of legal documents and providing relevant information to customers.

Personalized Alerts and Reminders Management

Sabio.CX can set up personalized alerts and reminders, keeping customers informed about relevant financial events or specific situations.

Credit and Loan Process Assistance

Sabio.CX can assist in the loan application process, from initial inquiries to tracking approval status and payments.

Payment and Transfer Automation

Sabio.CX can facilitate the automation of payments and transfers, helping customers perform their operations quickly and securely.

Automated Financial Education

Sabio.CX can provide customers with educational information about personal finance, investments, savings, and credit, helping financial institutions improve their users' financial literacy.