NewNew: The enterprise guide to Agentic AI — 24 min read.

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47 delivered programs · Outcomes measured in production

Illustrative only. Case studies, client identities and metrics may be anonymized, aggregated, generalized or representative of engagements delivered by Pronix or its practitioners; results depend on many engagement-specific factors and are not a guarantee of future outcomes. See our Terms of Use for the full disclaimer.

9 of 53 case studies
Case study · Financial Services · Platform migration

92 dialog flows migrated with zero client-facing outage at an investment management firm

An investment management firm needed off Five9 IVA before a licensing cliff and wanted its 92 dialog flows on Kore.ai Agent Platform without disturbing SEC/FINRA-audited call recording or advisor workflows. pronix.ai migrated in 14 weeks with zero client-facing outage.

14 wkFull cutover, 61 consolidated flows
*Representative outcome; results vary.
Financial ServicesKore.aiGenesys CloudSalesforce Agentforce
8 min readRead case →
Case study · Banking · Conversational AI

Retail banking self-service at a regional bank — conversational AI across servicing journeys

A regional bank wanted to move balance, transfer, card-controls and dispute-intake calls to self-service without hurting NPS or falling out of FFIEC posture. pronix.ai deployed Kore.ai Agent Platform on voice and mobile — 36% containment and clean audit.

36%Containment on top-4 servicing intents
*Representative outcome; results vary.
Financial ServicesKore.aiAmazon Connect
8 min readRead case →
Case study · Financial Services · Agentforce

4-minute fraud case cycle at a regional bank — agentic triage with human-in-the-loop

A regional bank's fraud triage was 22 minutes per case with a rising backlog and inconsistent customer messaging. pronix.ai shipped an Agentforce triage workflow on Financial Services Cloud with Amazon Connect voice — case cycle down to four minutes with a HITL step on every decision.

22 → 4 minFraud case cycle
*Representative outcome; results vary.
Financial ServicesSalesforce AgentforceAmazon Connect
8 min readRead case →
Case study · Financial Services · Agentic AI

9-day loan decision at a regional bank — agentic origination for small business

A regional bank was losing small business loans to fintechs because their decision cycle ran 21 days. pronix.ai deployed an agentic origination workflow with fair-lending guardrails and underwriter-in-the-loop — decisions in 9 days, 2.6x underwriter throughput and zero fair-lending findings.

21d → 9dLoan decision cycle
*Representative outcome; results vary.
Financial ServicesSalesforce Agentforce
8 min readRead case →
Case study · Financial Services · RAG

43% advisor productivity gain at a global wealth manager — RAG copilot for client meetings

A global wealth manager's advisors spent hours prepping every client meeting across research, holdings and suitability. pronix.ai shipped a RAG copilot grounded on sanctioned research and CRM — 43% prep-time gain, faster suitability reviews and full SEC 17a-4 archival.

-43%Meeting prep time
*Representative outcome; results vary.
Financial ServicesCopilot StudioSalesforce Agentforce
7 min readRead case →
Case study · Financial Services · Conversational AI

52% tier-1 call containment at a regional bank — conversational AI for everyday banking

A regional bank's contact center was drowning in balance inquiries, transfers, payment questions and statement requests. pronix.ai deployed a Kore.ai Agent Platform virtual assistant on voice and chat with secure authentication and core-banking integrations — 52% tier-1 containment and a materially better customer experience.

52%Tier-1 call containment
*Representative outcome; results vary.
Financial ServicesKore.aiAmazon ConnectSalesforce Agentforce
8 min readRead case →
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.

-29%AHT
*Representative outcome; results vary.
Financial ServicesKore.aiGenesys CloudSalesforce Agentforce
7 min readRead case →
Case study · Financial Services · Self-service

81% of card services requests resolved self-service — block, PIN and dispute automation

Card-related calls — lost-card block, PIN reset, transaction disputes, fee waivers and activation — were one of the credit union's highest-volume, highest-friction contact drivers. pronix.ai built a secure self-service experience on Kore.ai Agent Platform that resolved 81% of these requests without a human.

81%Card requests resolved self-service
*Representative outcome; results vary.
Financial ServicesKore.aiAmazon ConnectSalesforce Agentforce
7 min readRead case →
Case study · Employee Experience · AI for IT

Cutting IT service-desk ticket volume 44% at a global bank

Password, access and device tickets consumed two thirds of a global bank's service-desk capacity. pronix.ai shipped an AI-for-IT layer that resolves those journeys end to end — including the underlying transaction — deflecting 44% of ticket volume with a full audit trail for every automated action.

-44%Ticket volume to human agents
*Representative outcome; results vary.
Financial Services
8 min readRead case →
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