AI AGENTS FOR BANKING AND INSURANCE

Respond Faster with Real-Time AI Agents

Reduce the time needed to handle customer inquiries with real-time AI agents. Say goodbye to manually searching through email conversations and IT systems for customer data, contract details, etc.

A bank employee is sitting on her desk. To her right, two mockups of AI agents from lytra.
up to
26%
productivity increase for your customer service team
Service employees spend 2h/day searching for information in scattered IT systems.
less than
3 sec.
to find all documents, data and information you need
Agent Copilot provides everything you need right where your work.
up to
33%
faster resolution time for your tickets
No more searching for information, no more endlessly switching tabs.
Use Case

Summary of past customer communi­cation and history

Your advisor receives an inquiry about the repayment options for a customer’s loan. They must search through past emails and various IT systems for customer data, contract details, etc., to provide a comprehensive and reliable response.
Status quo
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A frustrated customer service agent in a suit stands in front of his desk, stressed from searching for information in a pile of documents and a chat conversation.

Time-consuming manual searches: Your advisor has to sift through the entire email conversation and various documents to find information

Multiple information sources: Customer data, documents, and communication are scattered across different IT systems

Long response times: Customers often wait several days for an answer, negatively perceiving your service

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A satisfied customer service employee sits at their desk. To the right, there is a positive customer review and a mockup of lytra's Agent Copilot feature.

Automated search: Agent Copilot understands the issue of a service ticket and automatically provides a summary of the customer relationship along with relevant documents

One single tool: Your advisor gains a complete overview within seconds

Respond in seconds with the help of AI agents: Your advisor receives all relevant information and a response suggestion in seconds from an AI agent

Use Case

Status quo
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Use Case

Status quo
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Automate Your Service Operations. With Intelligent AI Agents and a Hybrid Service Team.

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Schedule your non-binding 15 min. call
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Get answers to all your questions
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Increase first response time, FCR, CSAT, NPS and more
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Data Protection and IT Security

lytra ensures all services are hosted on GDPR-compliant, ISO 27001 certified, high-security servers within the EU. Your data is always encrypted using industry-standard protocols like TLS and never used to train our AI models. Additional security is provided by robust security mechanisms like 2FA and dynamic, context-aware data access policies.
More about IT security
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Plug-and-Play & End-to-End

End-to-end integration means: lytra integrates seamlessly into your existing ticketing system. Your service team can continue to work with the tool they are used to, while at the same time benefiting from the features of lytra.

In addition to plug-and-play interfaces to various IT systems such as ERP, CRM, DMS or cloud storage, lytra has its own API. Your system is not included? We also develop customized interfaces for your IT systems!
Overview of all third party tools for which lytra has developed a plug-and-play connector.

More Information from the World of Customer Service

Whether it's a sneak peek into our technology, the latest trends or practical tips to optimize the performance of your service team.

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