Supercharge Your Call Center with AI Copilot

Call Center Agent Copilot

How do you handle a time-sensitive advisor request or a complex client update, where the pressure is always on? Take the assistance of CogniCor’s Call Center Agent Copilot—your AI-powered assistant built to help call center professionals deliver faster, smarter, and more personalized support.

Why Financial Call Centers Need an AI Copilot

CogniCor’s Call Center Assistant isn’t just another tool—it’s a real-time partner that:

🔹 Delivers Advisor Context Instantly

• Integrated with CRM to show advisor profiles, sentiment trends, and call histories

• Pre-call summaries for better preparation

🔹 Enhances Every Conversation

• Offers AI-generated conversation starters

• Suggests relevant questions during the call

• Monitors sentiment in real-time for smooth communication

🔹 Simplifies Client Data Access

• Pulls client insights from ClientIQ—risks, opportunities, life events

• Easy access to forms, documents, and CRM entries without switching tabs

🔹 Automates Call Summaries & Follow-Ups

• Creates real-time transcripts with tone indicators

• Auto-generates summaries, action items, and follow-up emails

• Stores all details directly into the CRM

🔹 Equips Agents to Handle Tough Calls

• Proactive tips and support during escalations

• “Help” button offers real-time suggestions when advisors are upset or confused

🔹 Provides Real-Time Call Center Analytics

• Dashboard with live metrics: call volumes, resolution rates, common issues

• Tracks trending topics and customer sentiment

  
  

The Result?

Faster resolution times

Higher advisor satisfaction

Reduced agent stress and training time

Whether your team handles name updates, compliance queries, or technical concerns, CogniCor’s AI Copilot transforms routine calls into smooth, meaningful interactions.

Ready to elevate your call center performance?Let CogniCor’s AI Copilot empower your agents to deliver exceptional advisor support—every time.