Financial Services

Build trust in every financial conversation  with Managed AI.

Whether you're giving advice about money or handling it—Financial Service is all about building trust in an increasingly 24/7 world. Crescendo’s Managed AI delivers consistently reliable financial support that scales with your business.

Offer accurate, 24/7 AI powered support with confidence

Crescendo's seamless integration of human and AI support gives financial services businesses the confidence that every customer interaction prioritizes accuracy while maintaining the personal touch clients expect. Whether you're helping customers understand investment options or guiding them through loan applications, our Managed AI handles routine inquiries so your team can focus on complex financial planning and relationship building—delivering superior customer experiences that drive long-term loyalty.
Regulatory compliant support
Market aware responses
Human-in-the-loop precision
Secure, personalized service

AI that understands financial terminology, regulatory requirements, and market nuances from day one, while continuously improving to meet evolving client needs.

Agentic AI

AI that does more than deflect and escalate

Natural language, Agentic AI
Crescendo's AI goes far beyond simple escalation. We integrate directly with your systems to handle a full spectrum of customer support—from routine inquiries to complex account management—all aligned with your policies and compliance requirements. You control the scope of AI involvement while our human-in-the-loop professionals seamlessly manage everything else. Plus, our multi-channel platform connects with customers through phone, chat, email, or SMS, ensuring consistent service whenever and however they reach out.
MANAGED AI

Fully managed AI and CX teams for a worry free experience from day one.

End-to-end management 100% included
While most AI vendors just sell you the technology and walk away, Crescendo delivers a complete managed service. We handle everything—from implementation and optimization to quality assurance and team training—ensuring your customers receive exceptional service at every touchpoint without the operational headaches.
NEXT LEVEL DATA

Insights that make a difference in your business

CX data like never before
Crescendo includes enterprise-grade Voice of Customer insights that automatically categorize interactions and flag critical issues for immediate attention. This real-time visibility helps you continuously improve customer experiences—whether by optimizing self-service options or identifying process bottlenecks before they impact satisfaction. You get actionable intelligence, not just data.

The human-in-the-loop difference.

99.8%
RESOLUTION ACCURACY
+50
LANGUAGES SUPPORTED
24x7
AI + HUMAN AVAILABILITY

Results you can measure.

See how our  blend of advanced AI and human expertise is being leveraged to deliver exceptional omnichannel customer experiences.
Explore case studies
"It’s been a freaking game changer. The AI tools are unreal, and we now have a 24/7 sales workflow that qualifies leads and creates big opportunities for us."
Crescendo AI customer, Eric Knopf, CEO, Webconnex
Eric Knopf
CEO, Webconnex
"Crescendo had just the technology we needed. They were incredibly responsive and collaborative. They didn't just provide a service, they became an extension of our team."
Crescendo AI customer, Zach Austin, COO, Rio
Zack Austin
COO, Rio
"The platform is performing really, really well. It has completely transformed our support operations, helping us clear a massive backlog and maintain top-tier service. The blend of agents and AI-powered automation makes everyday feel like the slow season for our internal support team."
Thomas Mayerhofer
Customer Success Team Lead, Meister
"Before Crescendo, scaling our customer support to match the flow of our events was a constant struggle. Now, we have a solution that can adapt as quickly as our needs change."
Crescendo AI customer, Eric Knopf, CEO, Webconnex
Eric Knopf
CEO, Webconnex

Ready to learn more about using Augmented AI in your business?

Our suite of tools enables exceptional CX interactions, monitors quality across all channels, and drives continuous improvement to provide valuable business insights over time.
Try our voice assistant.
This is a sample of Crescendo’s voice assistant technology. Take it for a spin.
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