Senso

AI-Powered Agents for Financial Services Efficiency

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Description

Senso leverages specialized AI agents to assist financial institutions, particularly credit unions, in optimizing their operations and member interactions. The platform excels at transforming unstructured data, such as internal policies, procedures, guides, and member interaction logs, into a cohesive, structured knowledge base. This structured information empowers more effective conversational agents, leading to improved experiences across various communication channels like voice calls and chatbots.

By analyzing ingested content and interaction data, Senso identifies operational gaps, policy discrepancies, and opportunities to enhance staff performance. It focuses on key metrics like customer sentiment, average handle time, and resolution rates. The platform features distinct agents like Agent Echo, which automates call and query tagging, and Agent Fetch, which instantly pinpoints missing information within documents. This approach helps financial organizations streamline workflows, ensure compliance, improve staff training, and ultimately drive significant efficiency gains and growth.

Key Features

Agent Echo: Automates call and query tagging across call centers, voice agents, chatbots, and copilots.
Agent Fetch: Instantly identifies missing information in documents like policies, procedures, and guides.
Knowledge Structuring: Transforms unstructured organizational documents into a cohesive, structured format.
Operational Gap Identification: Pinpoints discrepancies in policies, procedures, user guides, and SOPs.
Staff Performance Improvement Analysis: Uses behavioral data to find ways to enhance sentiment, handle time, and resolution rates.
Multi-Agent Actions: Allows definition and deployment of specialized agents to address specific workflow needs.

Use Cases

Improving performance of conversational AI (voice bots and chatbots) in financial services.
Automating the tagging and categorization of customer calls and queries.
Ensuring completeness and identifying gaps in financial policies and procedure documents.
Creating structured, easily accessible knowledge bases for financial institutions.
Analyzing and improving staff performance metrics in customer support and sales.
Streamlining loan approval workflows through better knowledge access.
Enhancing staff training effectiveness with readily available, accurate information.
Optimizing operational workflows and efficiency, particularly for credit unions.