The Solution The Coveo Relevance Cloud for Financial Services is an AI-powered platform that supports service leaders’ most pressing use cases to balance cost Increase front-line and experience goals. rep productivity. The Challenge: Siloes cause reps to spend too much time looking for the right information. It’s an inefficient use Reduce costs and improve satisfaction. of their time and creates a bad customer experience. The Challenge: Most customers start The Solution: Coveo’s unified index their resolution journey in self-service, and console allows agents to efficiently but only around 13% succeed. This get the information they need. creates a lot of costly service contacts. Capabilities like smart snippets pinpoint The Solution: Coveo makes the exact answers contained within self-service more efficient by placing larger documents. intelligent search and personalized recommendations early in the journey to help customers quickly and easily find what they're looking for. Improve rep engagement to reduce attrition. The Challenge: With high attrition rates, leaders are constantly onboarding and upskilling new employees. Having to use multiple systems Build 1-to-1 personalized to solve simple problems leads to frustration and customer relationships in degrades rep engagement. The Solution: Coveo helps simplify workflows the digital-first world. by pulling information from across a company’s The Challenge: Customers want knowledge bases directly into Salesforce a personalized digital experience and reward and proactively recommending resources to companies that provide one newer employees. with loyalty, but very few receive one. The Solution: Coveo works proactively and reactively along the entire customer journey to show the most relevant information.