Coveo Industry Insider [Financial Services]

Here’s how Coveo AI can help a financial FINANCIAL SERVICES services organization like yours. Industry Insider FINANCE, BANKING, ACCOUNTING Relevant, Proactive, Personalized Service Experiences Coveo utilizes multisource customer data to personalize the customer journey and reduce service costs in any channel. Purpose-Built for Customer Support From self-service to assisted support, Coveo has machine learning models specifically built for the support function. Enterprise-Grade Security Coveo is SOC 2-, GDPR-, CCPA-, and HIPAA-compliant and offers zero-trust policies, white-glove implementation, and annual security assessments. See how our partner Coveo tackles challenges in the financial services industry. From big-picture Superpower Multiple Salesforce Clouds problems to the specific needs of customer support Coveo’s advanced integrations allow business and self-service teams, Coveo has it covered. leaders to quickly and easily bring the entire enterprise into Salesforce. Coveo helps banks, wealth managers, and insurers create better experiences by putting their extensive customer data into action. Keep reading to learn how Coveo could help the heads of customer support and self-service at a financial services company deliver the biggest impact on their most important KPIs: Boosting CSAT while reducing cost to serve.