Video

iX Hero: Agentic AI in Banking, Financial Services & Insurance

Play Video Play Video

Around the world, customers want fast, personal, and frictionless experiences every time. Sure, AI can handle the easy stuff, but when it’s complex, emotional, high stakes,
00:13

that’s when your advisors shine. Or at least they could if they didn’t have outdated and fragmented tools. What if they had one screen, one space to do it all
00:25

with confidence, speed, and clarity. Meet Francis, she expects banking to be speedy, seamless, and secure. Anytime, anywhere on any device,
00:34

she receives an unusual transaction alert from her bank. In times like these, she wants immediate answers without having to repeat herself.
00:44

Enter IX Hero, the Agentic AI powered app designed to transform how advisors serve customers by giving them realtime AI assistance.
00:52

After Frances has been verified, her advisor uses IX Hero to get faster access to the knowledge and policies required to provide the best support
01:00

all on one screen for a seamless experience with advanced noise reduction and voice enhancement IX heroes, harmony and clarity features ensure every word is clear.
01:09

Building trust even in stressful moments in seconds, the dispute is raised, the card is blocked, and a replacement is on the way.
01:19

Frances leaves feeling like a VIP knowing her bank is serious about her security. Behind the scenes IX hero generates real,
01:26

real-time transcripts, instant summaries, and call insights to reduce manual effort and ensure compliance. It even highlights low sentiment moments
01:33

and provides coaching tips for next time. It’s not just feedback. It’s a fast track to better the results speak for themselves.
01:42

Our clients have seen a 57% improvement in fraud detection, 63% fewer escalated complaints and customer satisfaction improvements of 10 to 12%.
01:50

And the best part, as your business grows, IX Hero grows with you. With native and third party apps in the hero store,
01:59

you can supercharge every step of the advisor, journey IX Hero, turning potential complaints into moments that matter with secure compliant,
02:07

hyper-personalized experiences. It’s not just software, it’s an app, a coach, a superpower built to help your advisors save the day every day.
02:16

Because not all heroes wear capes. Some use IX hero.
02:25

When customers contact their bank, it’s rarely routine. A suspicious charge. A frozen card. A mortgage payment at risk. Their needs often extend beyond simple automation. Customers need confidence.

Concentrix’s iX Hero™ delivers exactly that. It’s the agentic AI app designed to make interactions with financial institutions faster, safer, and more human—bringing all advisor tools and intelligence together in one secure workspace.

In the video above, Francis receives an unusual transaction alert. Within moments, her advisor, powered by iX Hero, verifies her identity, reviews the policy, and raises the dispute—all in one view.

iX Hero refines every word for a calm, professional tone. Seconds later, her card is blocked, a replacement ordered, and reassurance restored.

That’s agentic AI in banking—the fusion of empathy, efficiency, and trust that defines next-generation financial service.

iX Hero

The Financial Services Challenge

Banking today is built on speed, personalization, and security—but legacy systems and scattered data slow everything down. Advisors juggle multiple logins, siloed apps, and manual verifications. Customers lose confidence. Fraud teams fight fires instead of preventing them.

iX Hero changes that equation through:

  • Real-time support: Advisors access knowledge, policies, and customer context instantly.
  • Smart orchestration: Agentic AI automates next-best actions—from authentication to follow-up.
  • Unified workspace: One screen for every task—no tab switching, no system lag.
  • Security by design: 24/7 intelligence-driven protection with full data encryption and GDPR compliance.

How Agentic AI Elevates Banking CX

iX Hero gives banking advisors confidence to act fast, accurately, and empathetically. It transforms operational workflows and customer trust in five key ways:

Instant Insight with Knowledge

An AI-powered retrieval engine delivers precise answers drawn from internal knowledge—policy terms, dispute procedures, credit regulations—verified and compliant every time.

Smarter After-Call Summaries

Real-time transcription and summarization reduce after-call work, capturing every decision and outcome for audit and compliance.

Always-On Communication

Targeted announcements keep advisors updated on new policies, rate changes, or fraud alerts—direct to their desktop.

Performance Through Insight

Built-in analytics surface call sentiment, compliance triggers, and advisor performance to enable personalized coaching and service recovery.

Crystal-Clear Conversations

Harmony and Clarity enhance pronunciation, filter noise, and preserve natural tone—so customers hear reassurance, not static

Built for Banking by CX Experts

Concentrix understands financial services from the inside out. Our technology is built by the same CX architects who’ve designed secure, regulated advisor environments for decades See what iX Hero can do for you.

See what iX Hero can do for you.

Watch this webinar to gain insights into:

Speakers:

Frequently Asked Questions

Agentic AI in banking acts with purpose and autonomy—reasoning through decisions, initiating actions, and orchestrating tasks across systems while keeping humans in control.

iX Hero AI guides advisors through verified steps for blocking cards or raising disputes—minimizing errors and response time.

iX Hero delivers results within weeks. Features like Harmony and Summarize deploy in 4 weeks; full rollout completes in a few months, delivering tangible AHT and CSAT gains.

Yes. iX Hero is non-intrusive and flexible, working alongside core systems without data access risks or integration overhead.

Client programs show tangible results with iX Hero—lower AHT, higher CSAT, and improved revenue without incremental costs.