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

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

View Wealth Management white paper

View Wealth Management video

AI Baking Insights Dashboard

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

View Wealth Management white paper

View Wealth Management video

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

View Wealth Management white paper

View Wealth Management video

AI Baking Insights Dashboard

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

View Wealth Management white paper

View Wealth Management video

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.

View Automating Compliance Management case study

View Automating Compliance Management video

AI in Banking - Compliance Dashboard
AI Banking Insights

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.

View AI-Powered Research Assistance case study

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