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Overview

Overview

  • Reduce the number of calls by customers and increase customer satisfaction with their questions being answered in seconds with GenAI. Experience the future of customer support with Trek10's "Financial Services Customer Support GenAI Assistant", now available on the AWS Marketplace as a proof of concept. Precisely tailored for the financial services sector, this GenAI Assistant prototype leverages your existing support content, rendering it into a preliminary, user-centric support companion. Eliminate the hurdles of customers navigating convoluted web pages or enduring prolonged wait times on calls. With this POC, customers, whether using online banking or in-branch services, can swiftly obtain immediate, accurate responses to their queries.

  • From transaction queries, understanding account details, to specific compliance regulations complete with page references, the GenAI Assistant presents a snapshot of its potential by delivering precise solutions, comprehensive guidelines, and direct citations to pertinent sections of regulatory documents. More than just providing answers, it intelligently suggests relevant financial products based on customers' interaction history, paving the way for enhanced cross-selling opportunities. While doing so, the GenAI Assistant ensures complete privacy between individual customer interactions, maintaining the trustworthiness expected in the financial sector.

The benefits of this POC are multi-faceted. Backed by the security and dependability of AWS, it offers:

  1. Enhanced Customer Satisfaction: With immediate, accurate responses, enhance the overall customer experience.
  2. Simplified Digital Infrastructure: Reduce the complexities and costs associated with maintaining diverse mobile and web applications.
  3. Streamlined Staff Training: Minimize extensive training for customer support staff as the GenAI Assistant handles a significant volume of queries.
  4. Increased Cross-Selling Opportunities: Intelligently introduce customers to new offerings based on their past interactions and preferences.

Moreover, this POC is a stepping stone for broader institutional learning. In partnership with Notre Dame University, Trek10 introduces a tailored training initiative specifically for your financial institution's IT team, ensuring they possess the skills to further refine and expand upon the GenAI Assistant's capabilities.

Please note: This proof of concept offers a window into the potential of transforming customer support. For a fully integrated, polished solution, additional data refinement and GenAI fine-tuning would be essential to meet the bespoke requirements of the financial industry. Dive into the next era of financial customer support with Trek10's POC, blending innovation with preliminary insights and IT enablement.

Key Technologies + AWS Services

  • Amazon Marketing
  • Amazon Bedrock GenAI
  • Amazon SageMaker

Outcomes

  • A GenAI Assistant that can answer product questions based on consuming 1 to 2 internal data sources and minimal tuning.
  • A basic secure website to demonstrate the GenAI Assistant.
  • A simple set of APIs which can be integrated into apps, POS systems, and websites
  • The ability to set a GenAI Persona, allowing the GenAI Assistant the ability to use the company’s tone in interactions.
Sold by Trek10
Categories
Fulfillment method Professional Services

Pricing Information

This service is priced based on the scope of your request. Please contact seller for pricing details.

Support

To proceed now to sign up for the Assessment, fill out the secure order form by clicking continue.  

Here's What to Expect:  

  1. Submit the AWS Marketplace Order Form by clicking "Continue" above.
  2. A Trek10 Cloud Engineer will reach out to you within 2 business days to schedule an onboarding call with your AWS Administrator to configure account access.
  3. Following onboarding, Trek10 engineers will begin our discovery process (Phase 1) that will include interviews with your technical team, reviewing documentation you have provided, and reviewing findings from our scan of your environment. Anticipated timeline for these activities is 8-10 weeks.
  4. After discovery, Trek10 engineers will assemble our findings into a report and presentation and walk you through the results in a live virtual session (Phase 2).  

By clicking Continue and submitting the form above with your AWS Account ID and contact information, this service and the respective rights and obligations of the parties hereto, shall be subject in all respects to and shall be governed by the terms and conditions set forth in Trek10’s Standard Terms and Conditions, which can be accessed at www.trek10.com/terms and which are hereby incorporated by reference and shall have the same force and effect as if fully set forth herein.  

For any questions or issues with the AWS Marketplace Order Form or any other questions please contact support@trek10.com and a Trek10 Team Member will get back to you shortly.