Coveo Customer Service AI for Retail Banking

Experience
enterprise-secure AI Personalized. Proactive. Powerful.

Organizations that use Coveo AI report:

76% self-service success…
-56% average time-to-resolution…
+37% increase in customer satisfaction…

See How AI Can Help You

Coveo AI drives down operational costs for retail banks

Customers expect more…
Customers want to self-serve. If they can’t, they have no choice but to turn to costly assisted channels. Empower them to resolve their own issues without relying on your CSRs.
Employees deserve better…
Your reps want to feel good about the work they do. But complex workflows are burning them out. Reignite their passion and retain their talent long-term.
Service is more than a “necessary expense…”
Customer service should be more than a cost center. Done right, it becomes a driver of trust, loyalty, and growth. Shift the narrative and establish your service organization as a profit center.

The insights you need to create a better
total experience that increases loyalty

Relevant digital journeys

Deliver relevant experiences for website users – even before authentication. Drive time on site, financial well-being engagement, and conversions through Coveo AI’s self-optimizing search & recommendation engine. Reduce friction with query suggestions, typo tolerance, and relevance-based result rankings.

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Personalized self-service

Help customers self-serve at scale with intelligent search, recommendations, and journey orchestration. Machine learning optimizes the value you get from Coveo as it collects data from customer interactions. Analytics provide insights into knowledge gaps and opportunities to increase engagement.`

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Empower contact center reps

Boost CSR efficiency and engagement by providing relevant information right in their workflow. Centralize institutional knowledge to eliminate silos and increase first-contact resolution. Provide 360-degree insights based on customer history for record-breaking time-to-resolution.

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New: Secure Relevance Generative Answering

The world’s first relevance AI platform offering enterprise-ready generative answering that’s secure enough for retail banking. Stay on the forefront of innovation without sacrificing safety. Built to prioritize data security, factual accuracy, and relevance.

Explore Use Cases For GenAI In Retail Banking

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Organizations that use Coveo AI report

76%
self-service success…
-56%
average time-to-resolution…
+37%
increase in customer satisfaction…

Coveo AI fits seamlessly into your existing tech stack

Integrations

Coveo AI comes with 90+ out-of-the-box integrations, connects to 100+ content types, and provides guidelines for your devs to build custom connectors if you’re using in-house systems.

Security & compliance

Any data shared with Coveo is encrypted in transit using TLS 1.2 and at rest with minimum cipher parameters of AES-256. It’s also protected by ISO 27001 standards. And Coveo regularly undergoes AICPA SOC 2 Type II audits to make sure our data centers and internal protocols keep your confidential information safe.

Reliability & uptime

Coveo’s search infrastructure runs on multiple AWS servers across the world – so you never have to worry about downtime or losing access to your data.