Delivering end-to-end personalization powered by operational automation
Customers seek financial advice
Back-end:
Longevity Planning Agent projects health costs and retirement needs.
Financial Planning Integration Agent recommends financial products tailored to longevity.
Front-end:
Financial Advisor Assistant Agent delivers personalized financial tips and interactive financial education, guiding the user through important financial decisions
Customers schedule an appointment with agents
Back-end:
Agent Appointment Linkage Agent matches users with available financial agents.
Front-end:
Appointment Scheduling Agent helps users schedule meetings with agents.
Customers receive personalized, pre-approved options
Back-end:
Risk Scoring Agent assesses health and financial data to generate an accurate risk profile.
Pre-Approval Agent provides pre-approved insurance offers based on the profile.
Special Offers Agent identifies and presents special promotions and exclusive offers.
Underwriter Support Agent offers additional support and clarifications about underwriting details and policy conditions.
Customers register for lifestyle rewards
Back-end:
Health Risk Scoring Agent updates the user’s health profile with new data from fitness trackers or surveys.
Health Cohorting Agent identifies high-value customers based on their health data and behaviors, grouping users to offer tailored rewards.
Front-end:
Rewards Program Agent tracks health milestones and assigns points.
Blueprint Your Own AI-Powered Customer Experience
Align modular AI agents to your unique front- and back-end workflows
