Cognicor

Dover, DE

www.cognicor.com

(650) 444-2076

Customer Service: Chatbots on web sites (BOT), Agent support (AS)

Enterprise applications: Interfacing with enterprise software (ES)

Scope: Full

System: Cloud-based (CLD), On-Premises (PRM), Agent

Summary

  • Cognicor provides a conversational AI platform CIRA, supporting digital Assistants for wealth management.
  • Cognicor’s SmartBot is an automated website chatbot that transforms a website into a 24/7 customer support and enquiry management channel.
  • CIRA can support human financial advisors by providing immediate answers to complex questions and automating routine tasks such as on-boarding and simple form completion.
  • The solution integrates with a number of backend systems, such as Salesforce and Genesys.

Delving Deeper

Cognicor provides a conversational platform CIRA for wealth management. CIRA’s onboarding conversational self-service journeys provide in-context query answering, account setup and account transfer support as well as service request automation and next-best-action recommendations that are personalized to a client.

​Cognicor’s SmartBot text chatbot automates customer support. It answers critical product and service-related queries. SmartBot supplements lead generation efforts by helping generate more enquiries and sales, capturing customer information by conversing with prospects in natural language. PFor example, typical interactions include:

  • Credit Card Selection for Retail Banks,
  • Mortgage recommendation for banks and lending institutions, and
  • Insurance policy selection for banks and insurance companies

When live support is required, CIRA can connect to live support agents based on the business policy and nature of support needed. CIRA supports financial advisors by providing immediate answers to complex questions and automating routine tasks such as on-boarding and simple form completion.

CIRA enables enterprise users to launch intelligent Digital Assistants in weeks without writing a single line of code, according to the company. The tools allow designing workflows to streamline and automate processes for clients to perform in-chat actions. Pre-built templates can be enhanced with digitally ingested enterprise knowledge libraries.