Improving Financial outcomes with
Trusted AI
Our AI Applications improve client engagement while lowering operating costs through predictive, proactive and personalized care.
Trusted by Leading Global Brands
Banking AI Applications
Cortex Industry Applications include banking-specific products that help accelerate sales, drive customer engagement and service experience, and mitigate AI business risk.
Cortex Sales Acceleration
- Intelligent Lead Gen
- Intelligent Sales Assistant
- Financial News Insights
Cortex Service Experience
- Chatbot
- Self Service
- Agent Assist
- Intelligent Call Routing
Inclusion Advocacy
- Credit Inclusion
- Collections Inclusion
- Digital Marketing Inclusion
CognitiveScale Financial Services
Since the Financial Crisis of 2008 the banking industry has been trying to reform and make amends for the damage caused to the general public. Through compliance on new regulation, innovation, improved user experience banks can establish themselves as responsive and trustworthy.
With growing competition year on year in this sector consumers have greater diversity of providers and product ranges to suit their needs.
CognitiveScale optimizes consumer experience and reduces risk.
Intelligent Lead Generation
AI solutions provide insight into specific target markets or cohorts and lead attributes, which then helps determine more accurate keyword spend and other Marketing programs and capabilities e.g. “social listening”
View Wealth Management case study
Intelligent Sales Assistant
Sales assistant capabilities to help drive salesperson productivity and conversion. Market intelligence, proactive alerts, and prescriptive recommendations.
View Wealth Management case study
Omnichannel Service Experience
Driving predictive, personalized, and proactive omnichannel interventions across the customer journey to improve their experience, increase retention and drive AUM growth.
View Wealth Management case study
Cognitive Interventions
Wealth and Client Advisory Insights
Deliver AI powered Advisor cockpit with banking recommendations to wealth and financial advisors, allowing them to scale their expertise to manage more clients and also increase client intimacy.
View Wealth Management case study
Inclusion Advocacy
Cortex Certifai is a novel model scanning solution enabling enhanced model risk management and algorithmic impact assessment. Certifai helps reduce regulatory risk exposure and ensures trust and compliance in algorithmic decision-making.
Cognitive Interventions
Securities and Research Insights
Deep learning in finance allows for personalized engagement with institutional clients, and improved research quality through real-time equity insights.