EXL Relationship Manager Assist | Agentic AI for Smarter Client Conversations
Автор: EXL Service
Загружено: 2026-02-03
Просмотров: 65
Описание:
Relationship Manager Assist (RM Assist) is an Agentic AI–powered solution designed to help Relationship Managers (RMs) elevate every client interaction through intelligent insights, automated conversation starters, and opportunity signals.
This modular solution unifies client intelligence across enterprise systems, analyzes historical interactions, and generates personalized recommendations, helping RMs drive deeper engagement, uncover cross sell opportunities, and improve decision making in real time.
You will see how RM Assist:
• Extracts structured and unstructured insights from enterprise data
• Detects communication patterns, sentiment shifts, and evolving client priorities
• Surfaces proactive cross sell and up sell opportunities
• Generates personalized meeting guides and conversation starters
• Identifies high potential prospects using AI driven search and profiling
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