Use case

Boost conversions of relationship managers

Enhance the performance of RMs by equipping them with real-time data and insights that enable upselling and cross-selling

From insights to impact

Provides RMs with real-time conversation starters and insights

Highlights opportunities for cross-sell and upsell in client interactions

Tailored suggestions based on customer data ensure relevant conversations

Strengthens client relationships, leading to higher conversion rates

Equip RMs with AI-driven insights and conversation starters to enhance customer engagement and increase conversions

AI suggests relevant conversation starters based on customer data and financial history to deepen engagement

Provide RMs with personalized insights into customer behavior, preferences, and potential needs

Identify optimal moments during conversations to introduce additional financial products, boosting sales

Real-time support through Co-pilots, helping RMs navigate complex conversations with data-driven suggestions