Turn every call into a relationship moment
AI call-center agents guide rep workflows with real-time context, prompts, and next best actions.
Faster calls. Better outcomes.
AI guidance embedded in inbound and outbound workflows.
Instant Member Context
When a call comes in, FinRank surfaces products held, recent signals, predicted needs, and the top recommended conversation.
AI-Scripted Openers
Natural conversation prompts help reps open, probe needs, and hand off to specialists — without sounding scripted.
Outbound Campaign Intelligence
AI-built call lists prioritize members by value, product gaps, and predicted conversion — not random selection.
Compliance-Safe Recommendations
Every suggestion considers balances, life events, eligibility, and compliance logic. Relevant and appropriate by design.
Cross-Channel Continuity
If a member visited a branch yesterday, the rep sees what was discussed and what follow-up is needed. No repeated questions.
Performance Analytics
Track conversion rates, products per call, and rep performance. AI-driven insights improve coaching and outcomes.
Guided conversations before, during, and after the call
FinRank keeps reps prepared so every interaction feels like continuity.
Before the call
Challenge
Reps rely on limited notes and pull screens while members wait.
FinRank
Instant context, recommended talking points, and past branch insights arrive the moment the call connects.
During the call
Challenge
Calls drift into transactional scripts or resolution mode.
FinRank
Prompts highlight intent, next-best-actions, and compliance guardrails so every call opens ideas rather than just closes tickets.
After the call
Challenge
Coaching conversations are based on sparse data.
FinRank
Outcomes feed dashboards that show which scripts work and which conversations deserve follow-up.
Call, CRM, and engagement systems in sync
FinRank listens to every channel so agents start each conversation with trusted context.
Telephony & Contact Center
Native integrations surface member intent as soon as the call connects.
CRM & Case Management
Shared notes, cases, and next-actions keep the entire lifecycle aligned.
Engagement & Voice AI
Voice, chat, and outbound campaigns leverage the same intelligence for continuity.