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Skypoint’s AI platform helps financial services organizations better serve clients and improve their bottom line by unifying data sources so you can “chat with your data”
Skypoint securely unifies the data you already have, to drive client experiences in more meaningful ways and advance your internal data maturity.
Skypoint helps you connect and unify data, automate workflows, and consolidate market data intelligence so you can compete with confidence.
We consolidate all your data sources, from leading financial services applications, along with your internal docs, video, audio files and more.
Once your data is consolidated and formatted (AI-ready), you can “chat with your data” using plain language to unlock a variety of use cases.
“Analyze our financial reports and customer care logs to identify high-cost areas and propose strategies to reduce expenses while maintaining or improving customer quality.”
“Explain how our facility ensures compliance with state regulations for skilled nursing or assisted living. Include details on licensing, inspections, and corrective actions.”
The Skypoint AI platform consolidates fragmented data enabling you to chat with your data sources, grounded in context.
Extract and unify structured and unstructured data from leading solution sources like Salesforce, Netsuite, ADP, and more.
By combining your enterprise knowledge graph, and an AI model, users can quickly engage with all these data sources, grounded in context, using our Private Copilot.
Engage personal AI copilots to streamline key business elements: Customer 360, employee knowledge management, market intelligence, benchmarking, custom reporting, and advanced analytics.
How Skypoint enables financial services organizations to securely leverage the data you already have to fully embrace AI in more meaningful ways.
Secure sensitive customer data, then use it with confidence.
Market the right services to the right people by accessing comprehensive customer profiles and real-time data so you can personalize and convert.
Accelerate product development through powerful integrations with a comprehensive suite of products, including Microsoft Power Platform.
Use predictive analytics and segmentation to drive product usage and adoption, send personalized communications, and uncover upsell or cross-sell opportunities.
Gain a holistic view of a customer’s individual, household, and business financial status to understand risk exposure and make informed decisions.
From insurance agencies and brokerages to credit unions, we provide an entire data and AI infrastructure so you can focus your resources on building innovative products and services to deliver trusted customer experiences.
