Report
The Well-Connected Rep and How to Create Them at Your Organization
The 2023 report The Well-Connected Rep and How to Create Them highlights how retail banks can empower frontline reps with AI-powered search and unified knowledge to reduce customer effort and improve loyalty. With routine tasks automated, reps now handle complex issues, yet 34% of leaders say rep desktops are ineffective. Employees spend three hours daily searching for answers, driving costs and frustration. Coveo solutions like unified indexing, Smart Snippets, contextual User Actions panels, and machine learning recommendations enable faster, more personalized support. By cutting search time up to 86% and reducing handle time, banks can boost efficiency, trust, and customer satisfaction.