AI-Native Customer Experience in
Banking & Finance

Personalized, Voice-led, and Secure Financial Interactions

Deliver adaptive, intelligent, and effortless financial experiences with Mosaicx’s AI-native platform—built to scale, personalize and optimize every interaction.

Natural and Trustworthy

See how Mosaicx guides customers through human-like interactions, allowing them to resolve requests like checking a balance and transferring funds without talking to an agent.

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Proven Impact of Intelligent
Automation in Finance

Exceed Revenue Targets with Smart Promotions

Mosaicx Outreach sends timely, personalized promotions to increase awareness and purchases.

Enhance Customer Experience

Mosaicx improves customer retention by up to 10% through exceptional customer experiences.​

Simplify Technology Ecosystems

Mosaicx integrates effortlessly into your existing technology infrastructure to unify customer experience and boost efficiency. 

Finance by the numbers:

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Monthly Calls Received

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Call Containment

CASE STUDY

Leading One of the Nation’s Largest Banks to Drive Data-Backed CX Transformation with Insights360

Mosaicx’ analytics and optimization platform, Insights360, delivers enterprise-level intelligence that improves IVR performance, boosts containment, and uncovers millions in potential annual savings.

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Serving the Complete
Financial Industry

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Retail Banking

Provide 24/7 service to help banking customers securely manage everyday tasks. 

  • Update account information
  • Find a location
  • Check balance
  • Transfer money
  • Automated ID&V

Credit Cards

Give cardholders the powerful self-service tools they need to manage their credit and debit cards. 

  • Verification codes
  • Send payment reminders
  • Collect payments
  • Answer FAQ
  • Manage member benefits

Loan Servicing

Automate each step of the loan lifecycle, from application to long-term payoff, while maintaining empathy and accuracy. 

  • Provide statements
  • Collect payments
  • Send offers to refinance
  • Update account information
  • Manage mortgages and student loans

Credit Unions

Generate long-lasting loyalty through memorable member experiences.

  • Send payment reminders
  • Schedule appointments
  • Transfer funds
  • Share member news
  • Find a location
PLAYBOOK

Unlock Your AI Roadmap to Measurable Banking

Transform your institution’s AI vision into an executable roadmap that boosts efficiency, strengthens compliance, and elevates every customer interaction. This guide shows financial leaders how to move beyond one-off pilots and build scalable AI programs that deliver real business outcomes.

Read the Playbook
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