SKY GENAI BANKING
By Indatacore
Connect data, services, operations and case analysis in an AI-driven banking experience. With Sky GenAI Banking, your customers can understand their situation, explore a project and move their journeys forward by voice or text, in your banking environment.
Understanding a spend, preparing an application or continuing financing involves several information sources and services. Sky GenAI Banking connects them to build a journey around what the customer wants to achieve.
The experience can combine conversation, data consultation, simulation, document analysis and available actions. The customer advances; your teams step in with useful elements when their expertise is required.
Make banking data and case elements easier to consult, reconcile and understand.
Help the customer clarify the need, prepare information and complete available steps.
Link the interaction to your institution’s services and processes, with planned access, controls and validations.
Sky GenAI Banking uses your institution’s data and services to respond to needs expressed by your customers. Its capabilities combine to build journeys suited to your offer, business rules and environment.
Make banking information easier to explore and interpret. The customer can query operations, reconcile information and understand changes in their situation from accessible data.
Examples: find a transaction, compare spending, explain a variation.
Help the customer clarify the objective, explore available options and understand next steps. The experience adapts to collected information and services offered by your bank.
Examples: explore financing, compare simulations, prepare an application.
Let the customer express what they want to achieve by voice or text. Sky GenAI Banking helps access the relevant service, complete required information and continue the journey.
Examples: consult information, request a service, initiate an operation.
Connect several steps in one experience: collect parameters, call a banking service, present the result and propose the appropriate next step. Actions follow your institution’s authorisations and validations.
Examples: prepare a transfer, pay a bill, continue a financing journey.
Keep useful information throughout the journey so the customer can clarify the request without starting over. When a service or advisor must intervene, plan transmission of the authorised context.
Examples: change simulation parameters, complete an application, resume an interrupted journey.
Through Sky GenAI integration, Sky GenAI Banking can enrich banking journeys with document and case analysis. This capability connects customer exchanges to elements needed to process the request: identify a missing document, ask for clarification or pass points to review to the relevant teams.
Examples: financing files, KYC/KYB onboarding, income proofs, company documents and compliance reviews.
Build new uses from your banking environment’s capabilities. Accessible data, connected services and business rules determine the journeys you can offer customers.
A customer explores financing. They compare scenarios, review spending then complete documents needed for the application. Each step uses different information and tools.
Sky GenAI Banking helps design continuity between data, simulations, documents and actions, according to integrated features. The customer clarifies the need throughout the exchange; the journey mobilises the services needed to support them.
Accessible information feeds the journey to limit repeated searches and data entry.
Voice makes it easier to express the need. Writing and summaries help clarify and verify important information.
The customer knows what they can do, what has been completed and what needs further intervention.
Sky GenAI Banking relies on your environment to connect requests to available information and actions.
Its contribution to the journey, Feed search and analysis of banking data.
Its contribution to the journey, Calculate and compare scenarios using your parameters.
Its contribution to the journey, Prepare and execute authorised operations.
Its contribution to the journey, Analyse documents, reconcile information and surface points to review.
Its contribution to the journey, Apply customer rights and conditions for using services.
Its contribution to the journey, Ensure follow-up when an advisor or service must intervene.
Scope is built with your business and IT teams: priority journeys, available sources, authorised actions and deployment conditions.
The customer starts from what they want to achieve. The journey guides them to your bank’s relevant services.
Connect consultation, understanding information, preparing documents and completing a journey.
Help the customer understand a scenario and identify how to continue their project.
Prepare information and points to review to make advisor and business-team intervention easier.
Let’s start from your existing services and customer needs to build a more useful banking experience.
Sky GenAI Banking is an Indatacore solution that connects data, services, operations and case analysis in an experience accessible by voice or text. It supports customer journeys according to the scope integrated into your banking environment.
The intelligent banking assistant is the customer interaction interface. The solution also uses data connections, simulation tools, document analysis and services that can perform authorised actions.
Capabilities combine according to your needs: information analysis, project support, case preparation, access to a service or completion of an operation. Available journeys depend on integrations and rules agreed with your institution.
Through Sky GenAI integration, it can use documents, check completeness, reconcile information and surface inconsistencies or fraud signals to review. Uses may cover financing, KYC/KYB or compliance reviews, depending on the configured scope.
Sky GenAI provides document and case analysis capabilities, with controls based on configured business and regulatory requirements. Sky GenAI Banking connects that analysis to exchanges and steps in the banking journey.
The solution relies on your environment’s data and services. Banking systems keep their role in calculations, controls, authorisations and operation execution.
Operations follow the bank’s confirmation and authentication mechanisms. Case analysis surfaces useful elements for processing; it does not remove validations or decisions that belong to authorised teams.
Identify a few priority journeys, customer difficulties and services to mobilise. These elements help define integrations, validations and project success criteria.
