Banking on People, Build Not Just Numbers

Put People at the Core of Your Bank. Drive Growth with AI-Powered Sales, Ops and Service Coaching.

worxogo's Nudge Coach is your Banking team's personal productivity coach. Help your teams get daily personalized guidance and help teams achieve 30% higher productivity.

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Key Challenges

1

Inconsistent Process execution leading to weak top-of-the-funnel

2

Low conversion rates causing missed revenue targets and customer acquisition goals

3

Knowledge gaps leading to lost opportunities and inconsistent customer experience

1

Inconsistent first-call resolution rates & High AHT across the team impacting customer satisfaction

2

Knowledge gaps causing delays and customer complaints

3

Time to productivity with new joinees struggling to reach proficiency

1

Low appointment set rates during client acquisition drives

2

Difficulty in onboarding large advisory teams during market expansion

3

Post-training knowledge decay reducing investment advisory effectiveness

1

Missed TAT & Low Adherence leading to SLA misses

2

Quality variations in output leading to inconsistent quality

3

Low process knowledge retention leading to higher error rates

1

Low first-call resolution rates across the team impacting customer satisfaction

2

High AHT & variation between agents affecting service efficiency

3

Knowledge gaps leading to frequent escalations and rework

The worxogo Behavior Framework

AI-Powered Behaviour Coaching

AI-Powered Behaviour Coaching

  • Smart, contextual coaching prompts delivered at the moment of need Smart, contextual coaching prompts delivered at the moment of need
  • Personalized coaching based on individual banker playbooks Personalized coaching based on individual banker playbooks
  • Timely guidance to prevent errors before they occur Timely guidance to prevent errors before they occur
  • Behavioral triggers to build performance consistency Behavioral triggers to build performance consistency
  • Seamless integration with existing sales CRM Seamless integration with existing sales CRM
Live Performance Scorecards

Live Performance Scorecards

  • 360-degree visibility into individual and team performance 360-degree visibility into individual and team performance
  • Scorecard insights across all KPIs Scorecard insights across all KPIs
  • Instant alerts for managers on team performance and outliers Instant alerts for managers on team performance and outliers
  • Social norming to drive team alignment and healthy competition Social norming to drive team alignment and healthy competition
  • Trends and insights for effective 1-on-1 coaching sessions in just 2 clicks Trends and insights for effective 1-on-1 coaching sessions in just 2 clicks
Micro-Learning & Feedback

Micro-Learning & Feedback

  • Just-in-time knowledge delivery when it matters most Just-in-time knowledge delivery when it matters most
  • Bite-sized learning modules embedded in banker workflows Bite-sized learning modules embedded in banker workflows
  • Interactive quizzes and surveys to test knowledge retention Interactive quizzes and surveys to test knowledge retention
  • Manager feedback tool with 2-click review capabilities Manager feedback tool with 2-click review capabilities
  • Continuous reinforcement of critical banking processes and compliance Continuous reinforcement of critical banking processes and compliance

Proven Impact

1

30% increase in customer meetings booked per month

2

15% improvement in next-month meeting conversion

3

1.6x increase in new customer wins

4

30% reduction in training time to achieve proficiency

1

10% FTE reduction in back-office operations

2

8-16% improvement in productivity across teams

3

11-18% increase in teams achieving benchmarks

4

100% automation of periodic knowledge tests

5

30% reduction in training time to achieve proficiency

1

9% reduction in average handle time (AHT) with 8% more agents hitting benchmarks

2

21% improvement in customer satisfaction (sNPS) scores

3

7% increase in productive utilization

4

10-19% reduction in AHT with 15-30% more users hitting benchmarks

5

42% more users achieving same-day ticket closure benchmarks

6

30% reduction in training time to achieve proficiency

1

13% reduction in back-office processing time

2

15% more users hitting desired benchmarks

3

8% improvement in accuracy rates

4

18% improvement in same-day closure of tickets

5

Significant reduction in manual reporting by managers

1

70%+ teams engagement regularly

2

4-10% productivity improvement through consistent engagement

3

Microlearning interactions with excellent participation rates

4

2 Click coaching module used regularly by managers to coach team members

3

30% reduction in training time to achieve proficiency

Proven Results Across Banking Operations

European Banking & Leasing Organization
FIS Back-office & FCRM Support

Problem:
Manual processes causing inefficiencies and high operational costs worxogo

How worxogo helped:
AI-powered coaching for streamlined back-office operations

Results:
10%
FTE reduction through process optimization
8-16%
improvement in productivity across teams
11-18%
increase in teams achieving benchmarks
100%
automation of periodic knowledge tests
Leading American Financial Technology Company
Front Office Operations

Problem:
Inefficiency & poor output quality

How worxogo helped:
Unified coaching platform for intake

Results:
9%
AHT reduction,
21%
NPS improvement
7%
productive utilization increase
EU’s Leading Banking services provider
Customer Service & Collections

Problem:
High handling times and inconsistent performance across voice and non-voice channels

How worxogo helped:
Comprehensive coaching for customer service and collections teams

Results:
10-19%
reduction in AHT with 15-30% more users hitting benchmarks
18%
improvement in same-day closure with 42% more benchmark achievers
England’s Leading Bank’s Sales Process
Front office operations

Problem:
Manual performance tracking and inconsistent productivity across relationship managers

How worxogo helped:
Integrated performance coaching to improve Activity & Outcome metrics

Results:
72%
sustained team engagement over 6 months
18%
additional customer calls per month per team
1.6x
New customer wins per month per team

Banking Teams We Support

FCRM
FCRM
Risk Assessment

Fraud prevention

Suspicious activity identification

Compliance to internal policies

Retail Banking
Retail Banking
Credit Cards: Sales, customer service, collections

Consumer Loans: Mortgage processing, personal loans, auto loans

Branch Operations: Contact Centres, customer service representatives, sales associates
Commercial Banking
Commercial Banking
Relationship Management: Client acquisition, portfolio management, cross-selling

Trade Finance: Documentation, compliance, processing

Credit Analysis: Risk assessment, loan processing, monitoring
Investment & Wealth Management
Investment & Wealth Management
Private Banking:High-net-worth client service, investment advisory

Wealth Planning: Estate planning, retirement planning, tax advisory

Investment Operations: Trade settlement, compliance, reporting
Operations & Support
Operations & Support
Back Office:: Accounts payable/receivable, reconciliation, reporting

Compliance:: Regulatory reporting, audit support

Risk Management:: Credit risk, operational risk, compliance monitoring