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NEVA real-time process guidance for Financial Services

Bringing People and Robots together

In this video, we will demonstrate how NEVA guides the contact center agent through the ‘changing loan terms’ process, and automates their routine activities.

By optimizing the loan extension request, using NEVA, the bank was able to:

  • Eliminate errors by automatically consolidating all customer data from backend systems
  • Significantly reduce the process handle time
  • Improve CSAT by helping a customer efficiently in a time of need
  • Identify and execute an upsell opportunity in real time


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