See every step. Improve every experience. Resolve every issue faster. With embedded AI.
Great banking CX isn’t just about touch points—it’s about everything behind them. OvationCXM embeds AI into our orchestration layer to help banks design the best possible experiences, resolve issues and predict and prevent friction.
From streamlining journey flows to delivering real-time knowledge and insights, our purpose-built AI empowers your teams. No rip-and-replace. Just better CX.
Business banking customers embrace AI support.
Potential ROI payback in
under 3 months.
Potential increase in manager and agent efficiency.
Embedded throughout - not bolted on.
Designed specifically for banks and fintechs.
Fueled by expansive cross-system, cross-partner data.
Empowers real-time action from analytics.
No rip and replace - overlays existing tech stack.
Enterprise-grade deployment - secured behind the firewall.
Learn more about how we use AI to enhance CX.
Voice and chatbots are one part of our AI suite—but they’re not the only AI capability. OvationCXM uses embedded AI models throughout our entire platform to empower real-time journey orchestration, boost internal efficiency, generate analytics and empower customer-facing support teams with tools to be more productive and solve issues faster.
Our platform is built intentionally for regulated environments like banking and payments. OvationCXM is SOC 2, Type 1 compliant, meeting rigorous standards for data security, privacy, and operational controls required by financial institutions. We use strict data handling policies, secure integrations, and, when needed, deploy models within your firewall or on secure cloud infrastructure. Your customer data is safe, auditable, and private. See our AI policy.
We use AI to enhance onboarding and support experiences by applying it to our expansive ecosystem data to 1) provide insights on customer interactions wherever they happen 2) guide the building and improvement of journeys by analyzing what's working and what's not 3) identify trends and outliers, alerting teams and banking leaders to potential issues, stalled journeys or challenges and opportunities with partners 4) source product knowledge and summarize case, customer and journeys to speed up back-office workflows and processes and 5) take on routine customer-facing interactions, when desired, to free up teams.
No. Our platform plugs into your existing banking systems, like CRMs, core systems, ticketing platforms, phone and email solutions and more. We connect all of those valuable data stores in one place, allowing AI to have an expansive data set to work with when guiding your CX management.
OvationCXM is model-agnostic when it comes to AI. We use the best-fit large language models for each task—whether it’s summarizing conversations, identifying journey friction or assisting support teams. That means you benefit from the most accurate and efficient AI capabilities available, without vendor lock-in.