Turn raw model intelligence into business outcomes. See every step as AI orchestrates your human teams, internal systems and customer AI agents across your organization to resolve friction and scale growth.
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Raw AI models don’t solve banking and commerce problems. Orchestrated workflows do. While generic LLMs offer broad intelligence, OvationCXM provides the applied AI framework required to infuse intelligence across your enterprise. With AI Studio, OvationCXM helps you bridge the gap between raw AI capabilities, legacy core platforms, frontline human team and autonomous customer AI agents to deliver real-world business outcomes.
OvationCXM's Governance Layer
Connect your approved enterprise LLMs or deploy a private
Small Language Model (SLM) for total data sovereignty. Zero cross-pollination. Zero shared learning.
AI's language execution path is strictly hard-coded to your SOPs for predictable, bank-grade results.
Every interaction - whether driven by internal AI assistants or external customer AI agents - passes through real-time accuracy and safety checks.
OvationCXM's AI automatically masks PII (Personally Identifiable Information) and blocks prompt injections before data ever
reaches an LLM.
Capture exact decision logs, model inputs and agent-to-human handoffs in a single view for effortless compliance and reporting.
Authenticate customer AI agents, and verify task-level permissions before executing sensitive financial transactions. Immediately route workflows with complete context to a human as needed.
AI Use Cases for Financial Services
OvationCXM provides the multi-agent orchestration required to connect customer AI requests into your workflows, ensuring every automated transaction is transparent, secure, and supported by human expertise when it counts.
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.
Business banking customers embrace AI support.
Potential ROI payback in
under 3 months.
Potential increase in manager and agent efficiency.
Learn more about how we use AI to enhance CX.
AI assistants are one part of our AI suite—but they’re not the only AI capability. OvationCXM is model-agnostic, and 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.
The Agentic Transaction Control Layer (ATCL) is a governed orchestration framework necessary to connect probabilistic AI reasoning and deterministic banking and commerce systems. It allows organizations to receive and interact with AI agents acting on behalf of customers safely and compliantly. The ATCL uses machine-readable maps and secure guardrails to authenticate, authorize and audit transactions within regulated environments. It provides deterministic guardrails through no-code journeys that tell the AI agent what it is permitted to do.
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 because we use the best-fit large language models (LLMs) 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.
Multi-agent orchestration is the process of coordinating, governing, and routing actions across multiple autonomous AI systems, legacy software, and human teams in real time. Modern CX and banking journeys no longer happen in a single tool. OvationCXM’s multi-agent orchestration keeps all these entities in sync, enforcing compliance rules and preventing broken, isolated and potentially costly interactions.
OvationCXM enforces NIST-aligned security guardrails, PII masking, dynamic identity authorization and hard-coded business rules. Every step an AI agent executes, whether internal or customer-owned, is verified before execution and logged in a unified, tamper-evident audit trail for full compliance and visibility.