Solution Financial Services
AI Banking Copilot for Contact Centers
A multi-channel conversational banking assistant grounded in bank knowledge that resolves routine requests around the clock and hands off to agents with full context, for retail banks.
60%Call deflection rate
+45 ptsNps lift in digital channels
24/7Multilingual service
Typical outcomes for this kind of engagement. Results depend on your data and starting point.
THE CHALLENGE
Contact center volumes keep growing while agent attrition and training costs climb, so service quality declines even as cost rises.
- Growing contact volumes with staffing under constant pressure
- Long wait times and inconsistent answers
- Digital channels unable to resolve or transact
OUR APPROACH
CloudGate builds a banking copilot in Copilot Studio, grounded in the bank's policies, product documentation and FAQs through retrieval-augmented generation over Azure AI Search, and deployed across web, mobile, WhatsApp and IVR from one definition.
- Banking copilot in Copilot Studio grounded in the knowledge base through Azure AI Search
- Deployment across web, mobile, WhatsApp and IVR from one definition
- Multilingual coverage across product lines, available 24/7
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