How Coveo Solves Both Sally’s The Scenario and Danny’s Challenges In this example, let’s imagine how the heads Proactively recommend personalized content. of customer support and self-service use Coveo helps Sally’s and Danny’s teams preempt Coveo to resolve customer issues quickly. problems the customer might not even know to ask about yet. Reduce service costs through search and recommendation engines. Now their company’s customers’ find the most appropriate content or processes to solve their problems without the need to engage a customer service rep. Provide a more efficient rep experience. Sally Service Danny Digital Coveo provides customer service reps with contextual Head of Customer Support Head of Customer Self-Service information on the customers’ previous online behaviors, including content accessed, searches, and links clicked. Reduce rep effort. Coveo reduces the number of systems that an employee has to learn to do their jobs effectively through a centralized and unified search experience, embedded Sally and Danny are juggling Their Goals: Their Challenges: within the rep console (Service Cloud, Financial Services multiple, often conflicting, goals • Reduce the cost to serve • Siloed information Cloud, and so on). to provide both a high-quality • Provide customers with an • Inefficient site navigation Deliver best-in-class enterprise grade security. and low-cost customer service improved personalized experience • Time-consuming tasks across Customer and interaction data is encrypted, both in experience. • Improve the employee experience multiple systems transit and at rest. Sally and Danny will stay compliant with best-in-class global security standards. Bonus: Unlike other platforms, Coveo Al doesn’t rely on third- party data. This means they can both still gather valuable customer info without violating cookie permissions. Learn more about Coveo

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