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AI Agent for Client Service
Automate engagements to boost satisfaction and accelerate resolution
Ushur's AI Agent quickly resolves complex issues and delivers personalized, high-touch experiences at scale -- so your teams can focus on building strong client relationships.
Context Aware
AI Agents deliver personalized, policy- and account-specific responses by drawing on client data and institutional rules.
Scalable Support
AI Agents handle routine client requests across lending, banking and investment services -- absorbing peaks in demand while maintaining consistent service level.
Compliant & Secure
Built with embedded guardrails and aligned to financial industry standards such as FINRA, SEC and GDPR.
Adaptable & Accessible
Serve a diverse client base with multilingual capabilities and clear, plain-language explanations of financial terms, ensuring accessibility and improving client confidence.
Automate high-volume touchpoints across the client journey
Account & Product Support
Product details, eligibility, rate information
Transactions & Balances
Transfer status, pending deposits, balance checks
Profile & Access Management
Address, email, phone, password, MFA reset
Statements & Documents
e‑Statements, tax forms, verification letters
Disputes & Resolutions
Fraud claims, charge disputes, transaction clarification
Billing & Collections
Payment arrangements, past‑due notices
General Inquiries
Branch / ATM info, interest rate queries
Self‑Service Guidance
Guided next steps, live‑agent escalation
Intelligent, Personalized Support — Anytime. Anywhere.
Leverage real-time account data, customer-specific insights and proactive recommendations to deliver 24/7 service. Tailor guidance to each client by contextualizing their financial products and offering personalized, actionable answers.
Ready out of the box
Knowledge
Leverages organizational documents and data to deliver precise, context-aware answers to client inquiries, enhancing trust and satisfaction.
Converse
Facilitates seamless, personalized interactions with clients, ensuring their needs are met efficiently and compliantly.
Summarize
Distills enterprise knowledge into clear, concise answers that are personalized for client action.
Engage clients anywhere—securely and seamlessly
Safeguarded by industry-specific protocols to keep every interaction compliant and secure.
FAQs
Looking to streamline policyholder interactions without compromising service quality? Explore these frequently asked questions to learn how Ushur’s AI Agent for Policyholder Service delivers faster, compliant, and fully automated support across key insurance touchpoints.
1. What is Ushur’s AI Agent for Client Service and how is it different from a basic chatbot?
Ushur’s AI Agent for Client Service goes beyond traditional chatbots by understanding client intent, retrieving information from your systems, taking next-best actions, completing service tasks end-to-end, and escalating intelligently to humans. It’s purpose-built for financial services and other regulated industries, combining automation, compliance guardrails, and enterprise-grade orchestration.
2. Which client-service use cases can this AI agent handle on day one?
Out of the box, the agent supports balance or policy inquiries, status updates, onboarding steps, document collection and verification, profile updates, appointment reminders, and proactive follow-ups. It works across channels like web chat, SMS, and email, delivering consistent, high-quality service without requiring custom development.
3. How does the Ushur's AI Agent keep our data secure and compliant?
The AI agent operates inside Ushur’s secure, compliant platform with encryption at rest and in transit, role-based access, audit logs, and adherence to GDPR, SOC 2 and other regulatory frameworks. Guardrails ensure the AI only accesses authorized data, follows your policies, and maintains safe, trustworthy client interactions.
4. Will the AI replace our human agents, or support them?
Yes. Ushur’s AI Agent is built with enterprise-grade security and compliance in mind, including encryption, audit logs, role-based access controls, and regulatory guardrails for HIPAA, GLBA, and other frameworks.
5. How does the AI Agent for Client Service integrate with our systems, and how long does deployment take?
Insurers see significant reductions in call volumes and manual servicing costs, along with faster resolution times, higher customer satisfaction scores, and improved retention — all within months of deployment.