Coveo for Banking and Wealth Management enables financial institutions to meet rising customer expectations with AI-powered search, recommendations, and personalization across digital and assisted channels. It supports seamless self-service on mobile and web, while empowering agents with Insight Panels for contextual guidance to strengthen relationships. Banker portals streamline access to critical content, and employee workflows integrate regulatory and product knowledge for efficiency. With 40+ connectors and easy integration into legacy systems, Coveo drives measurable results, including 30% more online conversions, 67% longer time on site, and 40% higher self-service success rates.

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