$6.5M
Raised in Series A

Convin secures yet another round of funding to transform
customer interactions with cutting-edge AI!🚀

Convin secures yet another round of funding to transform customer interactions with cutting-edge AI!🚀

$6.5M
Raised in Series A

Convin secures yet another round of funding to transform
customer interactions with cutting-edge AI!🚀

Convin secures yet another round of funding to transform customer interactions with cutting-edge AI!🚀

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.

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Address Critical Business Challenges With Agent Assist

Reduce
Misselling

Create a compliant and customer-centric sales environment. Rely on violation alerts to catch misselling episodes in real-time.

Eliminate Compliance Violations

Ensure compliance during customer interactions with real-time prompts, script guidance, supervisor tracking, and an AI-powered knowledge base to navigate complex regulations.

Maintain Brand
Reputation

Encourage conversation quality and consistency with a real-time visual checklist and rapid access to a Generative AI-powered Knowledge Base.

Prevent Customer Escalations

Stop customer escalations with proactive checks–violation alerts and negative sentiment tracking during customer interactions. Supervisors can barge into calls to provide direct assistance.

Optimize Your
First Call

By proactively addressing compliance violations, misselling risks, and objections on the first call, Agent Assist ensures an increase in conversion rates or the likelihood of follow-up calls.
31 %
Reduction in Misselling
38 %
Decrease in Compliance Violations
36 %
Reduction in Escalations
28 %
Improvement in AHT
29 sec
Increase in CSAT score
23 %
Boost in Revenue

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.

Analyze omnichannel conversations
Access Convin
on-the-go

Additional Resources

Blog

Role of Real-Time Agent Assist in Overcoming BFSI Challenges

Read more
Blog

Mastering Positive Brand Reputation with Real-Time Monitoring

Read more
Blog

Increase Insurance Revenue by 23% with Real-Time Monitoring Tools

Read more

Stop managing customer
data in silos

See all Integrations
GDPR-ready
CCPA Compliant
HIPAA Complaint
SOC 2 Type II Compliant
ISO 27001 Compliant
Privacy policy | Compliance | Security

Our customers love us

See how our clients transformed their customer conversations.

One Stop Solution to Call Audits and Custom Reporting
Convin ai not only offers manual auditing for all the calls but also automates the entire call auditing process for 100% customer conversations. It creates custom reporting and makes the overall manual QA more accessible. It saves me a ton of time by highlighting the weak and strong aspects of thousands of agents within minutes.
Kanika S.
Team Lead, AESL
Excellent Software for Quality Audits Using AI
Convin ai eases a lot of manual work, captures the right set of words required to understand and implement good audits that can help coaches to shape up their consultations. Convin's AI based intellect helps you discover all the pain points from consultations which helps the coaches enhance their consultation quality.
Vighnesh S.
Team lead
Improve Agent Performance and Decrease Manual Labor
Convin ai has helped me and my team improve the overall quality aspect of our sales process. Ever since we started using Convin ai, we've seen great improvement in the call structure and call flow used by our agents. The call transcripts allow us to broaden our audit scope and acquire a better understanding of call quality. It's safe to say, Convin ai has significantly sped up the sales process and decreased manual labor.
Samir A.
Sales Team Lead
Track Auditor Performance with Auditor Reports
Convin ai provides an auditor report section that helps me keep a track of the auditors' performance for different parameters that are important to our business. It also sends a detailed report directly to the auditors via email that helps them improve their performance and identify exactly where they are going wrong.
Neelam A.
Team Lead, HealthifyMe
Boost Productivity and Streamline Daily Tasks
Before Convin ai, our data tracking was disorganized. Integrating Convin ai streamlined our daily operations and allowed us to view all calls under one roof - the Meetings dashboard. Convin ai solves various challenges for me; the top of the list is that it acts as a one-stop platform for listening to 100% calls, creates account/lead level analysis, and tracks parameter scoring.
Chirag K.
Education counsellor, AESL
One Stop Solution to Call Audits and Custom Reporting
Convin ai not only offers manual auditing for all the calls but also automates the entire call auditing process for 100% customer conversations. It creates custom reporting and makes the overall manual QA more accessible. It saves me a ton of time by highlighting the weak and strong aspects of thousands of agents within minutes.
Kanika S.
Team Lead, AESL
Excellent Software for Quality Audits Using AI
Convin ai eases a lot of manual work, captures the right set of words required to understand and implement good audits that can help coaches to shape up their consultations. Convin's AI based intellect helps you discover all the pain points from consultations which helps the coaches enhance their consultation quality.
Vighnesh S.
Team lead
Improve Agent Performance and Decrease Manual Labor
Convin ai has helped me and my team improve the overall quality aspect of our sales process. Ever since we started using Convin ai, we've seen great improvement in the call structure and call flow used by our agents. The call transcripts allow us to broaden our audit scope and acquire a better understanding of call quality. It's safe to say, Convin ai has significantly sped up the sales process and decreased manual labor.
Samir A.
Sales Team Lead
Track Auditor Performance with Auditor Reports
Convin ai provides an auditor report section that helps me keep a track of the auditors' performance for different parameters that are important to our business. It also sends a detailed report directly to the auditors via email that helps them improve their performance and identify exactly where they are going wrong.
Neelam A.
Team Lead, HealthifyMe
Boost Productivity and Streamline Daily Tasks
Before Convin ai, our data tracking was disorganized. Integrating Convin ai streamlined our daily operations and allowed us to view all calls under one roof - the Meetings dashboard. Convin ai solves various challenges for me; the top of the list is that it acts as a one-stop platform for listening to 100% calls, creates account/lead level analysis, and tracks parameter scoring.
Chirag K.
Education counsellor, AESL
One Stop Solution to Call Audits and Custom Reporting
Convin ai not only offers manual auditing for all the calls but also automates the entire call auditing process for 100% customer conversations. It creates custom reporting and makes the overall manual QA more accessible. It saves me a ton of time by highlighting the weak and strong aspects of thousands of agents within minutes.
Kanika S.
Team Lead, AESL
Excellent Software for Quality Audits Using AI
Convin ai eases a lot of manual work, captures the right set of words required to understand and implement good audits that can help coaches to shape up their consultations. Convin's AI based intellect helps you discover all the pain points from consultations which helps the coaches enhance their consultation quality.
Vighnesh S.
Team lead
Improve Agent Performance and Decrease Manual Labor
Convin ai has helped me and my team improve the overall quality aspect of our sales process. Ever since we started using Convin ai, we've seen great improvement in the call structure and call flow used by our agents. The call transcripts allow us to broaden our audit scope and acquire a better understanding of call quality. It's safe to say, Convin ai has significantly sped up the sales process and decreased manual labor.
Samir A.
Sales Team Lead
Track Auditor Performance with Auditor Reports
Convin ai provides an auditor report section that helps me keep a track of the auditors' performance for different parameters that are important to our business. It also sends a detailed report directly to the auditors via email that helps them improve their performance and identify exactly where they are going wrong.
Neelam A.
Team Lead, HealthifyMe
Boost Productivity and Streamline Daily Tasks
Before Convin ai, our data tracking was disorganized. Integrating Convin ai streamlined our daily operations and allowed us to view all calls under one roof - the Meetings dashboard. Convin ai solves various challenges for me; the top of the list is that it acts as a one-stop platform for listening to 100% calls, creates account/lead level analysis, and tracks parameter scoring.
Chirag K.
Education counsellor, AESL
One Stop Solution to Call Audits and Custom Reporting
Convin ai not only offers manual auditing for all the calls but also automates the entire call auditing process for 100% customer conversations. It creates custom reporting and makes the overall manual QA more accessible. It saves me a ton of time by highlighting the weak and strong aspects of thousands of agents within minutes.
Kanika S.
Team Lead, AESL
Excellent Software for Quality Audits Using AI
Convin ai eases a lot of manual work, captures the right set of words required to understand and implement good audits that can help coaches to shape up their consultations. Convin's AI based intellect helps you discover all the pain points from consultations which helps the coaches enhance their consultation quality.
Vighnesh S.
Team lead
Improve Agent Performance and Decrease Manual Labor
Convin ai has helped me and my team improve the overall quality aspect of our sales process. Ever since we started using Convin ai, we've seen great improvement in the call structure and call flow used by our agents. The call transcripts allow us to broaden our audit scope and acquire a better understanding of call quality. It's safe to say, Convin ai has significantly sped up the sales process and decreased manual labor.
Samir A.
Sales Team Lead
Track Auditor Performance with Auditor Reports
Convin ai provides an auditor report section that helps me keep a track of the auditors' performance for different parameters that are important to our business. It also sends a detailed report directly to the auditors via email that helps them improve their performance and identify exactly where they are going wrong.
Neelam A.
Team Lead, HealthifyMe
Boost Productivity and Streamline Daily Tasks
Before Convin ai, our data tracking was disorganized. Integrating Convin ai streamlined our daily operations and allowed us to view all calls under one roof - the Meetings dashboard. Convin ai solves various challenges for me; the top of the list is that it acts as a one-stop platform for listening to 100% calls, creates account/lead level analysis, and tracks parameter scoring.
Chirag K.
Education counsellor, AESL

Deliver unparalleled customer service and drive revenue growth

Elevate your banking and insurance business by freeing valuable time from compliance and escalation monitoring.

Book a Demo