Agent Assist For Banking, Financial Services and Insurance
Boost Revenue and Elevate Customer Experience with Agent Assist
Shift to proactive quality assurance and maintain real-time oversight of agent performance. Decrease the risk of compliance issues, customer escalations, and mis-selling incidents, safeguarding your brand's reputation.



































Address Critical Business Challenges With Agent Assist
Reduce
Misselling
Eliminate Compliance Violations
Maintain Brand
Reputation
Prevent Customer Escalations
Optimize Your
First Call
Combine Real-time Agent Assist with Live Supervisor Support
What is Real-Time Agent Assist?
Automate tracking and conversation checklists, ensuring agents adhere to call scripts and compliance standards. Arm agents with actionable prompts and suggestions, enabling them to navigate complex queries and handle objections. Offer agents rapid access to correct information with a Generative AI-assisted Knowledge Base. Allow agents to focus on customer-centric tasks to achieve KPIs and surpass revenue goals.

What is Supervisor Assist?

Supervisors get 100% visibility into active conversations and offer on-the-spot assistance by barging into live calls. Real-time violation alerts and customer sentiment tracking allow supervisors to reduce escalations and compliance violations significantly. Supervisors can better manage remote teams, reduce average handle time (AHT), and maintain brand reputation.
Convin's Data Security Measures

Automated PII Masking
Convin’s AI-driven PII masking detects and redacts sensitive data, ensuring compliance with GDPR, PCI DSS, HIPAA, and RBI mandates.

Zero Raw Data Retention
Sensitive data is masked at capture while ensuring compliance with audits and analytics by eliminating raw data exposure.

Enterprise-Grade Data Encryption
Convin secures data with AES-256 encryption, preventing unauthorized access during storage or transfer.

Proprietary In-House LLM
Convin’s proprietary, in-house developed LLM designed specifically for BFSI institutions ensures full data ownership, security, and compliance.
Convin can effortlessly integrate with your tech stack



Our customers love us
See how our clients transformed their customer conversations
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