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Case study · Financial Services · Agent assist

29% faster handle time for banking agents — real-time guidance and next-best-action

A national bank's agents were navigating a dozen systems and inconsistent policy documents while customers waited. pronix.ai deployed Kore.ai Contact Center AI as a real-time overlay on Genesys Cloud — surfacing next-best-action, policy guidance and auto-summaries grounded on the sanctioned knowledge base.

Client
National bank, 4,500 retail banking agents
Industry
Financial Services
Platform
Kore.ai Contact Center AI · Genesys Cloud · Salesforce Financial Services Cloud
By pronix.ai CX Engineering7 min readQ1 2026
-29%
AHT
+23%
First-call resolution
-40%
After-call work
5mo → 3mo
New-hire time-to-productivity

*Representative outcome; results vary by client, scope and platform configuration.

The challenge

Agents averaged 4.2 systems per call, after-call work ran over 90 seconds, and new-hire ramp stretched to five months. Supervisors spent most of their week answering repeat 'how do I handle this?' questions instead of coaching.

Our approach

Step 01

Overlay, not desktop replacement

Deployed Kore.ai Contact Center AI as a sidebar inside the existing Genesys agent desktop — zero retraining on the primary console.

Step 02

Real-time next-best-action

The assistant surfaced the right policy step, the right disclosure script and the right system shortcut based on live transcript and customer context.

Step 03

Grounded on sanctioned knowledge

All suggestions came from the approved policy and procedure corpus with citations — no hallucinated rates, no off-script offers.

Step 04

Auto-summary in FSC shape

Call notes were drafted in the bank's required case format so agents reviewed and submitted, not rewrote.

Step 05

Compliance guardrails

Sensitive topics such as credit disputes, hardship and fraud hard-routed to a human supervisor before any suggestion appeared.

Our newer agents sound like our best agents because the guidance is right there in the moment.

VP Contact Center Operations
For VP Contact CenterFor Head of Retail Banking OperationsFor CIOFor Chief Learning Officer

Illustrative case study. Scenarios, metrics, quotes and client details are representative composites based on Pronix engagements and industry benchmarks unless a named client is shown with written consent. Outcomes vary by client, scope, data quality and platform configuration. Nothing on this page is a guarantee, warranty or professional advice. See our Terms of Use for the full disclaimer.

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