Built for your question · 4 sections from 2 pages
Back to originalCustomer stories
Regulated teams use Hourglass to serve members and clients faster, with every message reviewed.
Illustrative stories for this demo.
“Our branch and contact center teams used to switch between four systems to answer one question. Now the Customer Agent drafts the reply from the customer’s record, and our staff approve it before it goes out.”
Priya Raman
VP of Customer Experience, Mercantile Bank
38%
faster replies to customer questions
2x
more customers enrolled in online banking
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
“When a storm hits, thousands of policyholders need to hear from us at once. The agents draft every update from the claim record, and our compliance team signs off on each one before it is sent.”
Maria Lindqvist
Director of Client Communications, Alacrity Solutions
19%
faster first contact after a claim is filed
100%
of agent-drafted outreach approved before sending
What’s included
Answers customer questions from help content and CRM records.
Finds accounts showing intent, researches them and drafts outreach.
Explains which accounts are ready to buy, at risk or ready to grow.
Plans a campaign from a goal, an audience and past results.
Choose what each agent can read and do, and which actions need sign-off.
Every action recorded with the data it used, and a pause switch for each agent.
Plans a campaign from a goal, an audience and past results.
Customer stories
How a business bank’s relationship managers let the Data Agent choose their next calls.
Illustrative story for this demo.
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
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The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.
Open Content Intelligence ↗Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.
People
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