Product suitability, rate justification, & disbursement details shared instantly.
Borrower intent, lending friction, and complaint patterns uncovered as conversations happen.
Recoveries prioritized automatically with compliant communication for every segment.
Portfolio risk, revenue impact, and compliance exposure rolled up for leadership — before it becomes a write-off.
lost opportunity identified
increase in recovery
Account context and client instructions verified before the trade conversation begins.
Conversation-level sentiment flags client dissatisfaction before it becomes an outflow.
Always-on trade surveillance detects exceptions and escalates them in real time.
Cross-sell signals & revenue-at-risk tracked centrally — nothing hidden.
Reduction in Missed Compliance Volations
Compliance violation detection
Portfolio holdings, risk profile, and advisory history gathered before the call connects.
Sentiment tracked across every advisory conversation to catch dissatisfaction before attrition.
Your best advisors’ judgment compounds into every future client conversation.
Rebalancing signals and portfolio gaps roll into a single view of client lifetime value.
higher advisory conversions
higher CLTV
Policy terms, claim history, and prior interactions assembled before the agent says hello.
Complaint patterns and renewal-risk sentiment surfaced early — before lapses hit the scorecard.
Claims triage and renewal workflows run natively inside your existing policy systems.
Retention performance and claims velocity tracked as one connected metric.
higher retention
faster policy renewals
Vehicle history, warranty status, and service records pulled up before the advisor picks up the call.
Service complaints, recall sentiment, and satisfaction-driving language surfaced in real time.
Recall and warranty workflows triggered directly within your DMS and service systems.
Service retention, recall compliance, and dealer NPS tracked as one connected performance metric.
more booking
increase in productivity
Appointment history, insurance eligibility, and care-plan context gathered before the call.
Sensitive information flagged and handled automatically, under compliance guardrails.
Follow-up and referral workflows triggered natively the moment the call ends.
Compliance exposure and first-contact resolution tracked as one enterprise safety metric.
increase in conversions
Higher CSAT
Itinerary, loyalty tier, and past preferences surfaced before the agent picks up.
Disruption sentiment — delays, cancellations, overbookings — flagged before it becomes a complaint.
Field teams equipped with the same next-best-action a dispatcher would have given them.
Upsell, rebooking, and loyalty performance rolled into one view of traveler lifetime value.
Guest satisfaction
Reduction in booking cancellations
Order status, delivery timeline, and return eligibility verified instantly.
Cart-abandonment intent detected the moment it happens, not in next week’s report.
Reconnect workflows triggered automatically, with the exact context the customer left behind.
Refund, replacement, and cart-recovery performance tracked as one revenue metric.
increase in average order value
increase in recovery
Lead source, budget range, and site-visit history assembled before the call starts.
Sales pitches analyzed in real time, across 8+ vernacular languages, to catch missed opportunities.
Supervisors notified instantly the moment a pitch or visit is missed — before the lead goes cold.
Every lead, visit, and conversion rolled into a single pipeline-velocity view.
Site Visits
increase in property sales
ISO 27001, ISO 27701 (PIMS), HIPAA, and SOC compliant—built to meet global security & privacy standards.
SSO, MFA, and role-based access ensure supervisors, quality teams, and admins reach only what their role requires.
PII masking, data lifecycle management, and encryption at rest and in transit protect every customer interaction.
Consistent quality, security & compliance across every supported language and customer channel.
Most platforms tell you what happened. CXi turns every interaction into action, feeds every outcome back into the
enterprise, and continuously improves how your business operates.
