Financial ServicesUnified & Automated
Deliver secure, compliant financial services with AI-powered automation, comprehensive quality monitoring, and regulatory compliance.
Synergy for Financial Services
How Oversai's 3 core platforms combine to transform operations in the financial services sector.
OI: Automation
Train secure AI agents on your specific financial policies to resolve 80% of banking inquiries with zero risk.
Key Synergy Benefits
- Instant, compliant policy answers
- Automated loan status updates
- Secure account balance automation
- AI-assisted document verification
Observability: Quality Monitoring
100% automated interaction auditing for FINRA/GDPR. Detect fraud and non-compliance as it happens, not after.
Key Synergy Benefits
- Zero-gap regulatory compliance
- Instant fraud pattern detection
- Automated audit trail generation
- Sentiment-based risk assessment
Omnichannel: Unified Inbox
A single, encrypted workspace for mobile, web, and voice banking that keeps customer data secure and compliant.
Key Synergy Benefits
- Encrypted multi-channel support
- Unified view of financial history
- Secure human-advisor escalation
- Compliant messaging for HNW clients
Industry Challenges
Our Solutions
Omnichannel Platform
Secure, compliant customer service platform with complete audit trails and regulatory compliance features.
Key Use Cases
- Multi-channel banking support
- Secure account inquiries and transactions
- Compliance-ready communication platform
- Unified customer relationship management
Core Benefits
- Complete audit trails for compliance
- Secure data handling and encryption
- Regulatory compliance built-in
- Unified customer view across all channels
Quality & Voice of Customer
Monitor 100% of interactions for compliance, quality, and customer satisfaction with automated risk detection.
Key Use Cases
- Compliance monitoring and reporting
- Quality assurance for financial advice
- Customer satisfaction tracking
- Risk and fraud pattern detection
Core Benefits
- Automated compliance checks
- Real-time risk alerts
- 100% interaction coverage
- Regulatory reporting automation
AI Agents
Automate routine inquiries while maintaining security and compliance standards for financial services.
Key Use Cases
- Account balance and transaction inquiries
- Product information and eligibility checks
- Appointment scheduling
- Document verification assistance
Core Benefits
- Secure, compliant automation
- Instant responses to common questions
- Seamless escalation to human advisors
- Reduced wait times during peak periods
Scaling Financial Services Operations with Unified AI Synergy
Oversai's specialized solution for the financial services sector leverages the unified power of our OI, Observability, and Omnichannel platforms. By connecting fragmented data silos into a single customer ontology, we enable the creation of intelligent AI agents that handle high-volume interactions with human-like accuracy.
Our observability platform ensures that 100% of these interactions are monitored for quality, compliance, and sentiment, providing unprecedented visibility into operational performance. Combined with a unified omnichannel workspace, financial services leaders can now coordinate complex customer journeys across WhatsApp, Voice, Email, and digital portals without ever losing context.
What is Oversai?
Oversai is an AI-powered operations platform designed specifically for customer experience teams. The platform automates quality assurance (QA) and Voice of Customer (VoC) programs, enabling organizations to monitor, analyze, and improve customer interactions at scale.
Three Platforms: Oversai consists of three integrated platforms: (1) OI (Operations Intelligence)—connects all business data into a unified customer ontology, enabling AI agents and custom apps to understand your business, (2) Observability—complete visibility into all customer interactions with real-time monitoring, automated QA, and sentiment analysis, and (3) Omnichannel—unified customer support across all channels (phone, WhatsApp, email, SMS, chat) with AI agents and human collaboration.
Human-in-the-Loop Approach: Oversai uses a human-in-the-loop model where AI handles the volume and scale, while human experts focus on high-value reviews and decision-making. QA teams can evaluate interactions directly in their CRM using a Chrome extension, with AI-assisted scoring that makes evaluations 3x faster. This approach combines the speed and scale of AI with the judgment and expertise of human reviewers.
Business Impact: Organizations using Oversai typically see 40-80% reduction in QA time, ability to monitor 100% of interactions instead of sampling, faster issue detection and resolution, improved customer satisfaction scores, and better agent performance through real-time feedback and coaching.
Ready to streamline your workflows?
Join hundreds of operations teams who have simplified their processes, reduced costs, and improved customer satisfaction.