Transforming financial services with safe,
scalable AI Agents
Purpose-built AI solutions to meet the unique challenges of banks, investment firms, wealth managers, and fintech companies
The problems we address
OpenDialog’s AI Agent solutions address some of the biggest challenges faced
by banks, investment firms, and other financial services providers.
Revenue retention and growth
- Improve customer segmentation and qualification for targeted financial products
- Increase conversions through AI-driven personalized product recommendations
- Leverage data analytics to tailor investment and financial planning services
Operational inefficiency
- Transition from manual, paper-intensive processes to automated workflows
- Streamline loan application and underwriting processes for faster approvals
- Automate 90% of repetitive tasks in customer interactions and back-office operations
Customer experience
- Eliminate long waiting times for customers needing support or financial advice
- Provide 24/7 access to services across customers’ preferred channels
- Proactively engage clients with tailored insights and timely alerts about their accounts
Digital transformation and innovation
- Accelerate AI adoption without fear of compliance violations
- Modernise outdated systems while ensuring seamless integration with core banking platforms
- Deliver innovative and secure financial experiences that align with evolving customer expectations
Regulatory compliance and risk management
- Reduce human error and inconsistencies in regulatory reporting
- Ensure timely, accurate responses to compliance audits and reporting requirements
- Leverage AI-powered data analytics to identify and mitigate risks proactively
Talent acquisition and retention
- Minimise employee churn by reducing mundane, repetitive tasks and enhancing engagement
- Identify skills gaps, personalize training paths, and foster employee growth
- Avoid over-reliance on costly, hard-to-find technical teams for AI implementation
OpenDialog's financial solutions
Digital Concierge
The Digital Concierge helps financial organizations design data-driven strategies for adopting AI effectively.
AI Co-Pilot
AI Co-Pilots are real-time collaborators, empowering employees with instant access to critical data and actionable insights.
Autonomous AI Agents
OpenDialog’s AI Agent Management System provides complete control of your AI Agents, with a suite of flexible features and integrations built to reduce costs and enhance conversational quality.
Financial services Digital Concierge
It acts as an AI Agent embedded in customer engagement channels to collect critical data and insights, supporting effective decision making.
This includes:
- Prioritizing key areas for transformation
- Building a strategic AI roadmap
- Measuring and projecting ROI on automation initiatives
By gathering actionable data over a few months, the Digital Concierge enables robust transformation planning and confidence in automating up to 90% of interactions across banking, investment, and other financial services.
AI Co-Pilots
AI Co-Pilots enhance productivity by automating routine tasks and assisting with decision-making during client interactions
AI Co-Pilots create value by:
- Reducing average handling times and improving first-contact resolutions in customer service
- Automating routine elements of loan underwriting, financial planning, and compliance checks
- Accelerating employee onboarding and reducing the learning curve for new hires
Autonomous AI Agents
Autonomous AI Agents are self-sufficient, context-aware systems that deliver secure, personalised, and scalable interactions, automating complex financial workflows without human intervention.
How AI Co-Pilots create value:
AI Marketing Agent
Automates campaign management and tracks lead generation metrics
AI Loan Pre-Qualification Agent
Assists customers in determining eligibility for loans
AI Onboarding Agent
Streamlines client account setup and documentation processes
AI Compliance Agent
Manages routine regulatory tasks and provides real-time reporting
AI Wealth Planning Agent
Offers personalized investment advice and portfolio insights
AI Transaction Query Agent
Resolves client inquiries about account transactions
AI Fraud Detection Agent
Identifies and responds to potential fraudulent activities
Consistently picked by regulated organisations to build safe AI agents
Why choose OpenDialog for your AI journey
Out of the box Insurance Specific Features & Solutions
- Pre-trained with industry specific models & customized to your brand style and tone of voice
- Integrations with policy admin, claims, payment & fraud detection systems
- Pre-built insurance widgets for quotes, claims & more
- Enterprise-grade AI solutions to address use cases across the entire insurance lifecycle
Compliance and Data Security
- Fully Auditable Outputs: Maintaining transparency in all interactions
- Fine-Grained Control: Allowing precise management of decision-making processes
- Robust Data Security Protocols: Adhering to ISO 27001 standards to protect sensitive information
Advanced AI Integration
- OpenDialog integrates leading AI technologies providing access to the most advanced capabilities and protecting you from technology obsolescence
- Ability to “bring your own” AI models and knowledge sources into OpenDialog
Proven Success in the Insurance Industry
- OpenDialog already helps a number of the world’s leading companies in the insurance industry
- Automating over 80% of customer interactions
- Generating over 1million data points every day for our customer
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