Fintech customer experience demo

Build AI-driven customer experiences across your fintech contact center.

See how your fintech can stand up an AI-driven contact center on AWS that scales from emerging usage to enterprise volume, with omnichannel reach, intelligent routing, and predictive customer interactions.

Schedule this demo See the use cases

What you hear from the team

"Our contact center cost is rising faster than our customer base, and the experience still feels inconsistent."

Fintech capabilities

What your team can do.

AI-powered Amazon Connect deployment

Deploy or expand Amazon Connect with the right AI layer for the way your fintech actually services customers.

Generative AI assistants

Add Bedrock-powered self-service and agent-assist that understands fintech-specific intents like funding, dispute, KYC, and account status.

Intelligent routing and prediction

Route customers based on intent, value, and predicted next action, and resolve repeat contacts before they happen.

Channel breadth

Cover voice, chat, mobile, email, and outbound with one assistant brain and one operational view.

Stand up Connect

Deploy or expand Amazon Connect with the right channels and identity.

Add AI brain

Bedrock-powered self-service and agent-assist on top of fintech intents.

Route and predict

Route on intent, value, and prediction. Resolve repeat contacts proactively.

Operate and improve

Containment, AHT, CSAT, and retention metrics drive continuous tuning.

Lower cost to serve

Deflect routine traffic, shorten live calls, and reduce repeat contacts.

Higher CSAT

Customers get answers faster across the channel they prefer.

Better agent experience

Agents spend time helping customers, not searching systems.

Retention impact

Reach customers proactively before they leave.

Use cases your team can deploy

Three workflows that move the operating numbers.

Each use case shows the customer pain, the workflow your team gets, the kind of prompt or trigger that starts it, and the artifact the team can actually use.

UC1

Self-service deflection

"Routine status, balance, dispute, and onboarding questions still hit a human."

Fintechs where routine asks drive a large share of contact volume.

What this demo shows

Replace IVR menus with an assistant that understands intent, authenticates safely, and resolves routine asks across voice, chat, and mobile.

Implementation scope

Pick the top routine intents, connect systems of record, build the assistant flow, and measure deflection and CSAT.

Live prompt or trigger

Let a customer authenticate, check funding status, dispute a transaction, and receive confirmation across voice and chat.

Authenticated sessionResolved intentConfirmationContainment metricsEscalation rules

UC2

Agent assist for live calls

"Our live agents handle complex cases but spend most of the time looking things up."

Fintechs where complex servicing drives high AHT and knowledge breadth is the constraint.

What this demo shows

Give live agents real-time summaries, next-best-action prompts, drafted follow-ups, and the right system screen so they spend time helping customers.

Implementation scope

Connect telephony, knowledge, and systems of record, configure the assist flow, and pilot with one queue.

Live prompt or trigger

Listen to this call, surface the right policy and screen, draft the follow-up, and update the case.

Live call summaryRecommended actionDrafted follow-upCase updateAHT impact

UC3

Predictive outbound and retention

"Customers leave before we know they were unhappy."

Fintechs with high-value customers where retention is a strategic priority.

What this demo shows

Predict customers likely to call or churn, reach out proactively across the right channel with the right offer, and reduce repeat contacts before they happen.

Implementation scope

Connect product and engagement data, configure prediction and outbound flow, and pilot with one cohort.

Live prompt or trigger

Predict customers likely to call this week, send a proactive message across the right channel, and measure impact.

Predicted contact listProactive messageChannel choiceRepeat contact reductionRetention impact

Fast launch path

A five-step path your team can run.

Stand up the first workflow fast: pick the entry point, connect the data, build the experience, pilot with users, and move into steady state with the observability and governance your team needs.

Start the pilot

Week 1

Pick intents

Choose the top routine and high-value intents.

Week 2

Connect systems

Wire identity, account, and knowledge sources.

Week 3

Build experience

Configure voice, chat, agent-assist, and prediction.

Week 4

Pilot

Run with live traffic on a controlled slice.

Week 5

Expand

Add channels, intents, and predictive outbound.

Who this is for

Fintech operations, customer experience, and contact-center leaders who own customer support cost and CSAT.

Fintech demo

Part of the Tactical Edge fintech demo library. See related demos for the rest of the customer journey.

Browse the library

Outcome you can measure

Every demo ends with an artifact you can put in front of your team and a metric you can track from week one.