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 Nudge Coach delivers personalized, daily guidance to your banking teams — helping them stay focused, motivated, and productive. Achieve up to 30% higher productivity while building a culture of performance and accountability.

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Banking Teams We Support

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
FCRM
FCRM
Risk Assessment

Fraud prevention

Suspicious activity identification

Compliance to internal policies

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

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 Behavior Coaching

AI-Powered Behavior 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
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:
Multiple platforms for performance tracking, inconsistent productivity across relationship managers and lack of uniform objectivity when reviewing team members.

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