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DOWNLOAD THE BANKING CX WHITEPAPER

Lower cost-to-serve while delivering the support your customers demand

Traditional support models weren’t built to meet today’s skyrocketing expectations for on-demand service, especially with budgets already stretched thin.  

The good news? Banks and credit unions no longer have to choose between meeting customer needs and managing costs. Emerging AI technologies address both challenges at once. It’s a rare win-win—if you have the right strategy.  

This whitepaper explores how AI—specifically agentic AI—empowers banks to streamline operations and deliver personalized, effective support at scale. 

What You’ll Learn from the Whitepaper

Whether you’re leading operations, CX, or digital transformation, this guide will help you modernize customer support—strategically and sustainably. 

  • The high-ROI use-cases where banks are applying agentic AI today across onboarding, triage, financial guidance, and more 
  • Real-world success stories of institutions that have transformed their support function while reducing overhead 
  • Strategic guidance on implementing AI in your org
  • The new metrics that define success in an AI-powered support model
     
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AI Powers the Future of CX in Banking

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Overburdened support teams?

AI handles high-volume, repetitive tasks like FAQs and password resets, freeing your trained agents to focus on complex customer needs. Even better? AI-powered assistants provide real-time data and workflow support while agents work—boosting speed and accuracy. 
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Struggling to meet rising customer expectations?

Today’s customers expect 24/7 access to personalized banking support—on their terms. Agentic AI delivers always-on service across digital channels, resolving issues instantly without human handoffs. It’s a far cry from the rigid chatbots and IVRs of the past. 
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Support costs climbing with little ROI?

AI reduces the burden of low-value interactions without compromising CX—in fact, it improves it. Banks can lower overall support costs while reallocating resources to higher-value service areas. 
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Too much time spent onboarding new agents?

AI augmentation gives agents real-time guidance and context, shortening ramp-up time and reducing training overhead. Even new hires can perform like seasoned pros from day one. 

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of Gen-Z who would prefer banking with an AI agent

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of common customer service issues will be autonomously resolved by AI agents by 2029

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of enterprise applications will include task-specific AI agents by the end of 2026

CONNECT YOUR BUSINESS, UNLOCK ITS POTENTIAL

Ready to Deliver Better Banking CX with Agentic AI at the Core?

Get your copy of AI-Powered CX in Banking: A Strategic Guide to Reducing Cost-to-Serve (While Improving Service) from Druid 
 

Download the Whitepaper