AI That Delivers Real Outcomes in BFSI

Smarter customer service. Faster compliance. Real impact.

Learn More
Explore our Services

The BFSI industry is undergoing a massive shift. With over 78% of customers preferring digital-first banking and compliance demands increasing, financial institutions are rethinking how they engage customers.

Image

At CogentHubCX, we help BFSI firms lead this shift by delivering agentic AI-powered experiences that are fast, compliant, and built for scale.
Agentic AI isn’t just the future; it’s already transforming operations. A recent survey found that 83% of business leaders expect it to reshape customer service within a year. Our solutions are built around this shift.

Automating the KYC process

Streamlining onboarding

Omni channel customer support

30% reduction in operational costs with hybrid AI-human support models

65% increase in customer satisfaction with AI-powered interactions

+40% sales uplift via proactive engagement using intelligent agents

At CogentHubCX.AI, we help new tech businesses turn these shifts into competitive advantage—deploying agentic AI that personalizes at scale, streamlines support, and frees human experts to focus on innovation and complex engagement

Data-backed infographics

Image
0%
of customers prefer AI + human blend for complex issues
Image
0%
believe agentic AI will reshape CX
Image
0%
of customers preferring digital-first banking
Image

Solving BFSI’s Toughest CX Challenges with Agentic AI

Smarter customer service. Faster compliance. Real impact.

Because your customers expect more—and your operations can’t afford to fall behind.

Agentic AI isn’t just smarter automation — it’s AI that can make decisions, learn from outcomes, and act with context. At CogentHubCX, we use this intelligence to help financial institutions solve real problems that legacy systems, siloed teams, or traditional BPOs can’t.

Image

Cumbersome KYC and Onboarding

Intelligent automation for frictionless KYC and compliance
From document intake to verification and approval workflows, our AI systems streamline onboarding, detect errors in real time, and adapt to changing regulations.

Proven Results: One BFSI client cut onboarding time by 38% while maintaining 100% audit compliance.
Image

Manual Back Office Bottlenecks

Autonomous workflows for accuracy, speed, and cost savings
From AOF processing to claims and loan servicing, we deploy self-learning bots and decision agents that reduce handoffs, eliminate rework, and optimize cost-to-serve.

Proven Results: One client cut cost per transaction by 25% and improved SLA compliance to 98%.
Image

Rising Fraud & Compliance Risk

AI-driven risk mitigation that sees what humans miss
We use behavioral modeling, anomaly detection, and rule-based engines to proactively flag fraud, run AML checks, and generate compliance-ready audit trails — in real time.

Proven Results: Improved fraud detection rates and reduced false positives through adaptive AI models.

Challenge

High Volumes, Slow Response

Solution

Our agentic virtual assistants handle routine queries, authenticate users, and guide customers through onboarding or issue resolution — instantly and across channels. Human agents step in only when needed, supported by real-time insights and adaptive routing.

Case Study

A leading UK telecom provider reduced call deflection by 45% and improved first contact resolution by 28% by deploying CogentHubCX’s conversational AI across voice and digital channels.

Challenge

High Churn from Unpersonalized Service

Solution

AI-powered journey orchestration and proactive engagement for telcos. We utilize predictive analytics and behavioral segmentation to personalize outreach, trigger proactive retention campaigns, and recommend relevant offers in real-time without waiting for the customer to initiate a call.

Case Study

By leveraging AI to identify churn signals and personalize plan upgrades, a telecom client boosted sales per advisor by 29% and significantly reduced post-campaign churn within 90 days.

Challenge

Inconsistent Service Quality

Solution

Real-time quality monitoring with AI-driven QaaS.
Our Quality-as-a-Service (QaaS) framework analyzes 100% of interactions using natural language processing and sentiment analytics, thus identifying service gaps, coaching needs, and escalation risks.

Case Study

A telecom partner implemented QaaS to replace manual audits and scaled to 100% interaction coverage. Within two months, quality scores improved by 27% and complaint volumes dropped by 26%.

Challenge

Delayed Escalations in Multichannel Journeys

Solution

AI-powered omnichannel routing and sentiment-aware escalation
Agentic AI continuously monitors context, emotional tone, and prior interactions to escalate critical cases to the right channel or expert — without the customer repeating themselves.

Case Study

One client cut cost per transaction by 25% and improved SLA compliance to 98%.

Challenge

Rising Fraud & Compliance Risk

Solution

AI-driven risk mitigation that sees what humans miss
We use behavioral modeling, anomaly detection, and rule-based engines to proactively flag fraud, run AML checks, and generate compliance-ready audit trails — in real time.

Case Study

A telecom client serving mobile and broadband customers integrated our orchestration engine, reducing multichannel resolution times by 38% and improving CSAT across chat and email channels.

The CogentHubCX.AI Difference

Agentic AI that adapts, reasons, and self-improves

Domain-trained teams, guided by analytics

Human-in-the-loop oversight with full compliance traceability

Real-time dashboards, SLA monitoring, and ongoing optimization

What you can get

Better CX

+28% First Contact Resolution

+30% CSAT improvement

Higher Revenue

+40% sales conversion

+28% increase in average order value

Lower Cost

25–40% operating savings

-25% cost per transaction

Full Compliance

98% SLA Compliance

    Better CX

    +28% First Contact Resolution

    +30% CSAT improvement

    Higher Revenue

    +40% sales conversion

    +28% increase in average order value

    Lower Cost

    25–40% operating savings

    -25% cost per transaction

    Full Compliance

    Built-in KYC, AML, GDPR, ISO 27001

    Real-time audit traceability