AI-Powered Intelligence for Faster, Smarter Decisions

See All Your Customer and Financial Data in One Place—With One Click

The Customer Insights Agent is an intelligent, AI-powered solution that gathers and consolidates data from multiple sources, providing a comprehensive view at the touch of a button.

Tired of switching between screens and systems just to get a complete customer picture? Slow access to key insights can cost you time, money, and missed opportunities.

Unified View
Smarter Decision Making
Real-Time Updates
Enhanced Customer Interactions
Increased Efficiency
Seamless Integration

Why Choose
Customer Insights Agent?

  • Save Time: Stop digging through multiple systems—get the full picture instantly.

  • Work Smarter: Make informed decisions with real-time data.

  • Deliver Faster Service: Respond to customers with confidence and speed.

One Click. Instant Insights. Smarter Service.

Meet Customer Insights Agent—your real-time, 360° customer view.

Instantly access financials, interactions, cases, and more—all in one place, at the touch of a button. No more searching. No more wasted time. Just the insights you need, when you need them.

Customer Summary
Contact info, relationship start date, birthdate, and deceased notifications.
Financial Summary
Rollups for deposits, credits, investments, and financial accounts.
Activity History
Summarized calls, emails, and topics discussed.
Case History
Open, closed, and recent complaints overview.
Opportunity History
Insights into open and recently closed deals.
Active Referrals and Goals
In-progress activities and customer milestones.
Life Events & Alerts
Notifications of major events and system-generated alerts.

Transform Your Customer Experience

Don't let scattered data slow you down. Empower your team with instant access to customer insights and elevate your service today.