Today, consumers in Banking, Financial Services and Insurance demand modern financial experiences that meet their changing needs. We have the tools to drive loyalty, ensure security, streamline operations, and more. From programs for journey optimization to support contact, our innovative solutions are built to help keep you ahead, delight your customers, and meet your business objectives.
Banking
Banks that understand their customers' and employees' needs outperform the market by simplifying complex processes, reducing operational costs, and boosting conversion and retention rates. Gain insight into customer perceptions of your brand, craft improved multichannel journeys to meet their goals, and address employee needs to enhance engagement levels.
Book a demo
Insurance
Carriers that consistently deliver exceptional experiences observe increased customer and agent retention. With Monterey AI, attain comprehensive insight into customer and agent journeys, comprehend customer perceptions of your brand, and automate processes to foster positive experiences during critical moments, such as claims.
Book a demo
Financial Services
Industry leaders excel in understanding their clients and advisors, analyzing and forecasting behaviors, and equipping advisors with data to retain clients. Enhance client perception of your brand and minimize advisor attrition and subsequent client outflows by prioritizing advisors in your client engagement program.
Book a demo
Fintech
As competition intensifies with so many new players, the challenge to acquire and retain customers couldn't be greater. With Monterey AI's predictive intelligence and analytics, automation, unified customer data, and integrations, you can scale your business with flexibility and speed to deliver exceptional multichannel experiences.
Book a demo
Boost Conversion
Seamless customer experiences —
first impression to retention
Understand the key emotional motivators and sentiments that drive customer behavior.
Resolve problems and be responsive on every channel in real-time with close-loop capabilities to increase retention.
Target the right customer segments with unique messages and services to grow loyalty.
Positioning & Market
Know the right products, positioning and price
Detail analytics at your fingertips. Extract actionable insights in a single click.
Track your brand performance over time, how it shapes up to competitors, and identify threats before the rest.
Experiment with in-store and online advertisements before you go live.
Reduce Frontline Cost
Hear from your people and improve operational efficiency
Scale your efforts across multiple stores, geographies, websites, messaging apps, social media and many more.
Take action where it matters with improvement tracking accessible to any employee that you give access to for daily improvements that add up.
Track the impact of your improvements on customer experiences.
Enhance Customer Intuition
Make data-driven decisions organization-wide
Spot trends and patterns automatically with detailed analysis that’s always running in the background to show you the key insights, asap.
Product and Marketing heaven. Conduct product research at scale, managing your own panel of testers with automated feedback and contact.
Interact with data without any knowledge of data analytics or code.
Our performance with some of the world's biggest finance brands
65%
Shift to digital channels
70%
Increase in NPS
$85M
Estimated cost reduction
Monterey AI keeps your data safe and secure. Have complete trust in privacy, monitoring, and data access controls.
Monterey AI is FedRAMP-certified and GDPR-compliant. Our platform gives you the tools you need to comply with all relevant financial services regulations in the countries where you operate.
Get connected with Monterey AI
We’d love to learn more about what you’re trying to achieve and explore how we can help you understand your customers.
Schedule a personalized demo