Deliver proactive finance experiences at scale

Deliver proactive finance experiences at scale

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.



Delight customers, drive lifetime value and future-proof your business

Delight customers, drive lifetime value and future-proof your business

Unlock the power of unified data intelligence with Monterey AI. Easily search, monitor, and analyze all your customer data from a single platform. With comprehensive context at your fingertips, effortlessly exceed customer expectations and drive business value.


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.

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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.

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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.

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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.

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Deliver proactive finance experiences — safe, secure and at scale

Deliver proactive finance experiences — safe, secure and at scale

One platform to manage every experience. Get exactly what you need out of Monterey AI with a tailored set of solutions to cover what you need as you scale. Provide more human-centric experiences for happier customers and employees and positive business outcomes.

Boost Conversion

Seamless customer experiences —
first impression to retention

Monitor, analyze and improve customer satisfaction across multiple channels and identify opportunities to increase loyalty and revenue. Track the full customer journey rich insights into the key drivers of retention for every customer segment.

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

Truly understand your market, customers and competitors, and spot opportunities to create the experiences that drive lifetime value. With performance tracking to customer segmentation, you'll have all the tools to keep your brand steps ahead.

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

Measure, track and enhance employee engagements, hearing from every employee across your organization. Survey your employees, and make improvements that impact your customers in the moment and over time.

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

With accurate, real-time insights readily available, you and your team can gain a complete understanding of your market, customers, and competitors to create highly targeted and engaging experiences across every channel.

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


Shift to digital channels


Increase in NPS


Estimated cost reduction

Certified for the finance industry

Certified for the finance industry

  • 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