CXstack.ai Agentic Client Experience
nGenie domain agents handle inquiry resolution, client intelligence assembly, and service quality monitoring so your frontline team and relationship managers focus on the conversations that build trust. Generative UI creates role-specific workspaces for every person who touches the client experience.
Each touchpoint gets a dedicated agent
Service Agent (Frontline)
Your nGenie service agent handles the first 70% of customer interactions without human involvement. Not a scripted chatbot that frustrates people. This agent understands account context, transaction history, and product details. When a wealth management client asks about a recent fee, the agent pulls the transaction, explains the charge against the fee schedule, and offers a resolution. When the issue requires human judgment, the agent hands off a complete case summary so your team never asks the customer to repeat themselves.
Relationship Manager
Before your RM picks up the phone, the nGenie RM agent has assembled everything they need: the client's recent activity, open service requests, upcoming life events, product holdings, and next-best-action recommendations. The generative UI presents a client engagement workspace tailored to the specific conversation. If the client mentioned retirement planning last quarter, that context is front and center. Your RM walks into every conversation prepared, not scrambling through CRM notes.
Service Operations Manager
Your nGenie operations agent monitors service quality across every channel in real time: call sentiment, resolution rates, escalation patterns, and emerging issue clusters. When a product change triggers a spike in calls, the agent detects the pattern before it becomes a crisis and recommends proactive outreach. The generative UI shows your ops manager a real-time service health dashboard with the specific actions needed, not just metrics to interpret.
How your client experience actually changes
Client calls, waits on hold, explains their issue, gets transferred, explains again. Agent searches three systems to find the answer. Average handle time: 12 minutes. Resolution rate: 60% on first contact.
nGenie agent resolves 70% of inquiries instantly with full account context. For the remaining 30%, the human agent receives a complete case file. Average handle time drops to 4 minutes. First-contact resolution: 92%.
RM manually reviews client lists quarterly, identifies outreach candidates based on gut feel, and prepares for calls by reading through CRM notes and account statements.
nGenie agents continuously monitor client portfolios for life events, service triggers, and engagement opportunities. RMs receive daily engagement briefs with pre-built talking points and next-best-action recommendations. Outreach becomes systematic, not reactive.
Complaints escalate through three levels of management. Each level re-reads the case file and requests additional context. Resolution takes 5-7 business days. Client frustration compounds at every step.
nGenie agents assemble the complete case history, identify root cause, and recommend resolution options at the first escalation point. Manager reviews a decision-ready summary. Complex issues resolve in hours, not days.
What you will not find elsewhere
Agents That Understand Financial Services CX
nGenie agents know the difference between a fee dispute and a compliance inquiry. They understand account structures, product hierarchies, and regulatory disclosure requirements. They handle financial services conversations with the precision your clients expect.
Generative UI for Every Touchpoint
Your frontline agent sees a resolution workspace. Your RM sees a client engagement screen. Your ops manager sees a service health dashboard. Each interface is generated by nGenie based on the role, the channel, and the specific interaction context.
Just-in-Time Client Context
nGenie agents pull exactly the data needed for the current interaction: account balances, recent transactions, open service requests, product holdings, and interaction history. Context arrives assembled and ready, not scattered across five systems your team has to search.
Forward-Deployed Engineers in Financial Services CX
Our engineers have worked inside wealth management firms, banks, and insurance companies. They understand your CRM, your telephony stack, and your compliance constraints. They work alongside your service team, not from a generic support queue.
What changes when you switch
Financial services teams like yours
Wealth Management
HNW & UHNWYour high-net-worth clients expect white-glove service. nGenie agents ensure every interaction is informed, personalized, and compliant. Your RMs spend time on relationships, not on data retrieval.
Retail Banking
Mass AffluentHandle 10x the service volume without 10x the headcount. nGenie agents resolve routine inquiries instantly and route complex cases to the right specialist with full context.
Insurance Services
PolicyholdersClaims status, billing questions, and policy changes handled instantly. nGenie agents understand policy structures and can explain coverage, process endorsements, and route claims inquiries with full context.
nGenie agents across your entire client experience
CXstack runs on the NSTACK platform. nGenie domain agents handle discovery, interface generation, data orchestration, and operations management. Forward-deployed engineers who have worked inside financial services CX teams work alongside your people at every stage.
See what nGenie agents find in your client experience
Connect nGenie to your service channels and CRM. Get a discovery assessment with real ROI projections in weeks, not months.