AI agents transform contact center intelligence at a major U.S. bank

  • 50% Faster complaint resolution
  • 20%+ Lift in CSAT and cross-sell
  • 30% Reduction in operational costs
개요

Turning reactive firefighting into proactive customer service at enterprise scale

One of the largest financial institutions in the United States partnered with Teradata to deploy AI-powered contact center intelligence, enabling caseworkers to resolve complaints faster and serve customers more effectively. By connecting AI agents to a Teradata backend via the Teradata MCP server, the bank now surfaces real-time customer intent, past interactions, case precedents, and sentiment trends at the moment of need. 

  • AI agents connect to Teradata backend in real time via Teradata MCP server
  • Proactive risk surfacing and next-best-action recommendations for caseworkers
  • Unified customer view spanning interactions, cases, and sentiment
  • Contextual insights that support upsell and cross-sell opportunities
도전

Fragmented data left caseworkers playing detective instead of helping customers

Customer data scattered across multiple disconnected systems forced contact center agents to spend more time hunting for information than resolving issues. Without a complete picture—past interactions, case history, or sentiment signals—caseworkers fell back on manual research, generating delays, repeated callbacks, and declining satisfaction scores. 

  • Customer records siloed across legacy platforms with no unified view
  • Agents unable to see case precedents or sentiment trends during live interactions
  • Manual research workflows drove longer handle times and repeat contacts
  • Reactive posture eroded customer trust and loyalty over time
Man getting a notification of Transfer Successful
솔루션

Teradata MCP server enables AI agents to understand real-time customer intent

The bank deployed the Teradata MCP server to connect AI agents directly to its Teradata data environment, enabling real-time retrieval of customer context during every interaction. AI agents now surface relevant history, risk signals, and recommended next actions automatically, shifting caseworkers from reactive problem-solvers into proactive customer advocates. 

  • Teradata MCP server bridges AI agents and enterprise-scale customer data
  • Real-time intent understanding powers contextual next-best-action guidance
  • Risk signals proactively flagged before issues escalate
  • Same solution delivers upsell and cross-sell context to convert complaints into opportunities


man, and women discussing
결과

Faster resolutions, stronger loyalty, and measurable cost savings

With AI agents delivering instant, relevant context to every caseworker, the bank saw dramatic improvements across speed, satisfaction, and cost—demonstrating that proactive engagement consistently outperforms damage control. 

  • 50% reduction in average response and resolution time
  • More than 20% increase in customer satisfaction scores and cross-sell revenue
  • 30% decrease in operational costs across contact center operations

연결하자

테라데이타 가 비즈니스 성과를 가속화하고 필요한 비즈니스 민첩성을 제공하는 데 어떻게 도움이 되는지 알아보십시오.

영업 담당자가 도와드리겠습니다.



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