Intelligent Sales Advisor for Banking. Create AI-driven omni-channel customer journeys.
The Intelligent Sales Advisor Solution enables banks to transform their customers' experience and deliver more personalized service resulting in less customer churn and higher cross-sell/up-sell, a winning scenario for both customer and bank. Intelligent Sales Advisor integrates and streamlines core CRM capabilities with AI and productivity tools to enrich client relationships at scale. Unifying these capabilities empowers advisors to deliver exceptional client value with timely, personalized interactions, create stronger connections, reach more customers, and drive sales.