AI Customer Experience Platform To Optimize Financial Services CX.

See every step. Improve every experience. Resolve every issue faster. With embedded AI.

Embedded AI That Elevates Every Banking Journey

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.

"We've looked at a lot of AI platforms and none of them come close to the accuracy of yours."

Global Tier 1 Bank
Build
Automate
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Assist
Summarize
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How Our Embedded AI Removes Friction and Increases Speed For Improved CX

AI-Assisted Journey Builder

Empower business leaders with a no-code builder to create internal and customer-facing journeys that adapt in real-time. Orchestrate experiences based on intelligence. At scale. Faster than you could ever imagine.

AI Journey Automations

Automate SLA-related tasks, approvals, customer updates and handoffs across internal and partner teams. Progress journeys without delay. Eliminate communication gaps, and deliver on expectations.

Real-time Monitoring and Notifications

Always-on AI oversees every journey step; flags friction, like missing documents or third-party lags; and alerts teams before customers feel the impact.

Generative AI Agent Assist

Arm frontline staff with GenAI guidance, product knowledge and response recommendations in real time. Help support teams resolve even the most complex situations faster, with confidence and consistency.

AI Summarizations And Handoffs

Summarize entire banking journeys and customer relationships in real time —not just calls or tickets. OvationCXM captures ecosystem-wide context across teams and third-party partners for seamless handoffs and rapid issue resolution.

Predictive CX Analytics

Turn CX signals into strategy. AI reveals journey health, customer risk and partner performance—giving financial services leaders the insights to act, improve outcomes and spot new opportunities.

What AI Delivers at Every Step

60
%

Business banking customers embrace AI support.

360
%

Potential ROI payback in
under 3 months.

25
%

Potential increase in manager and agent efficiency.

How OvationCXM's AI is Different

FAQ:
AI-Powered CXM Platform

Learn more about how we use AI to enhance CX.

How is OvationCXM’s AI different from chatbot tools?
How does OvationCXM protect customer data while using AI?
How does OvationCXM’s AI improve onboarding and support journeys?
Do I need to replace any legacy systems to use your platform?
Is OvationCXM AI model agnostic?