Financial Services
Turn customer experience into your strongest competitive advantage. Averisys unifies every customer and employee signal — across digital, contact center, branch, and advisor channels — giving banks, insurers, asset managers, and payments companies the real-time intelligence they need to grow loyalty, reduce cost-to-serve, and retain top talent.
Trusted by leading organizations
Averisys connects customer experience, employee experience, sales performance, and fraud prevention into one AI-powered platform — purpose-built for the complexity and regulatory demands of financial services.
Retail Banking & Credit Unions
Customers and members want fast, effortless experiences — every time, every channel. Averisys gives banks and credit unions real-time intelligence to act on customer signals before they leave, while connecting employee engagement data to frontline service quality.
Digital Experience: Identify friction in online account opening, mobile banking, and loan applications — fix abandonment before it becomes churn.
Churn Prevention: Predict at-risk customers using voice-of-customer signals coupled with AI across every channel — and trigger retention workflows at precisely the right moment.
Employee-Customer Link: Connect frontline employee engagement scores with branch-level customer satisfaction to show exactly where investing in your team produces the highest return on loyalty.
- Real-time feedback capture across digital, branch, contact center, and advisor channels
- AI-powered sentiment analysis trained on financial services interactions
- Automated churn prediction and retention workflow triggers
- Journey mapping from onboarding through servicing to renewal
Insurance
The claims moment defines the relationship. Customers with positive claims experiences renew more — and buy more. Averisys helps insurers act from first notice of loss through resolution, turning the claims experience into a retention engine while keeping employees engaged and productive.
Claims Intelligence: Monitor 100% of in-person, digital, and contact center claims-related interactions for experience quality and compliance signals.
Policyholder Risk: Identify at-risk policyholders before renewal using AI-powered sentiment analysis across every feedback channel.
Agent Enablement: Surface coaching opportunities and productivity gaps from actual call and chat data — so agents deliver better experiences and stay engaged longer.
- Link frontline engagement scores to branch-level customer satisfaction
- Predict advisor and agent attrition before it impacts client relationships
- Surface coaching opportunities from actual interaction data
- Measure the ROI of culture and enablement investments
Wealth & Asset Management
In wealth management, the advisor relationship is everything. When advisors are frustrated or underequipped, that friction flows directly to the end client. Averisys helps you understand and act on both sides of the relationship — advisor experience and client experience — to protect and grow AUM.
Advisor Experience: Surface advisor pain points across onboarding, technology, compliance, and service support touchpoints — reduce attrition and protect the client relationships that drive AUM growth.
Client Intelligence: Equip advisors with real-time client experience signals so they can deepen relationships and identify cross-sell opportunities.
Sales Performance: Predict relationship manager and advisor quitting risk before resignations hit the pipeline — and quantify the revenue impact of seller turnover on AUM growth and client retention.
- Sentiment-to-quitting prediction that identifies relationship managers and advisors at risk of leaving before resignations hit the pipeline
- Quota attainment analytics connecting seller engagement, coaching quality, and territory performance to AUM growth and revenue
- Attrition cost modeling that quantifies the revenue impact of seller turnover — lost clients, ramp time, and book disruption
- Sales coaching intelligence that surfaces enablement gaps and pinpoints the actions most likely to lift performance and retain top talent
Commercial Banking & Payments
Commercial banking is relationship banking — and the stakes are high. Your clients evaluate their experience with you constantly. Averisys helps commercial banking and payments teams identify the friction that puts relationships at risk across every touchpoint in the lifecycle.
Voice of Customer: Capture feedback across relationship managers, treasury, and digital portals — unify signals into actionable intelligence for account teams.
Digital Payments Experience: Track and improve digital experience across payment platforms and client-facing applications using real-time behavioral and feedback data.
Employee-to-Client Impact: Link employee experience to client satisfaction outcomes across your commercial network — prove the ROI of investing in your people.
- Behavioral fraud scoring that flags suspicious transactions, account changes, and login events in real time — before chargebacks and losses are booked
- Chargeback and identity fraud prediction models that quantify exposure, prioritize the highest-risk cases, and recommend the next best action
- Friction-vs-loss optimization that tunes verification at onboarding and payment to block fraud without driving legitimate customers away
- Revenue-protection analytics that connect prevented losses, recovered transactions, and policy adjustments to measurable bottom-line impact
Advanced Machine Learning
Trend and forecasting - LightGBM
Trend and Forecasting
Track customer satisfaction scores, NPS trends, branch performance, and employee engagement over time — forecast shifts in loyalty and get early warnings when service quality metrics deviate across channels.
Learn morePrediction - Recursive Feature Machine
Prediction
Predict customer churn, policy cancellations, and advisor attrition with models that clearly explain what's driving each outcome — so retention teams can intervene before relationships are lost.
Learn moreRelationship - Neural Structural Equation Modeling (SEM)
Relationship
Uncover connections between customer experience touchpoints, employee engagement, and business outcomes — trace how onboarding quality, claims handling, and advisor interactions interact to influence loyalty and revenue.
Learn moreGroup and Effect Analysis: Causal Forest
Segmentation
Compare experience performance across client segments, channels, product lines, and regions — instantly identify which differences are meaningful for retention strategies, pricing decisions, and service improvements.
Learn moreTime-to-event - Random Survival Forests
Time-to-Event Analysis
Predict when customers are likely to churn, switch providers, or upgrade — identify timing-based risk factors and simulate the impact of loyalty programs and retention interventions.
Learn moreAdvanced Natural Language Processing (NLP)
Sentiment Analysis - NLP
Qualitative Analysis
Analyze call transcripts, customer complaints, survey verbatims, and social media mentions at scale — extract key themes about service quality, digital friction, and competitive positioning from unstructured feedback.
Learn moreAdvanced Large Language Model (LLM)
Interpretation, Risk Identification, What-if Analysis, Reports, Question Responses, and Recommendation
Interpretation, Risk Identification, What-if Analysis, Reports, Question Responses, and Recommendation
Interpret every analytical result in plain English with executive-ready reports, risk identification, and prioritized recommendations. Ask follow-up questions in plain language and receive detailed, evidence-based answers on demand.
Learn moreAverisys Analytics guarantees its security.
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