Question: I need a system that helps financial institutions deliver exceptional customer service and improve client retention while reducing operational costs.

First up is Glia, an omnichannel interaction platform that spans human, AI, voice and digital interactions. It includes features like real-time guided website experiences, AI-powered virtual assistants and online banking integrations. More than 500 financial services companies have used Glia, and it's helped them improve customer satisfaction and operational efficiency.

Another good choice is Hearsay Systems, which is geared for digital engagement by financial services teams. The company's platform can handle compliant social media, text messages and local websites to help you build a better relationship with clients. It's good for lead generation, sales engagement optimization and regulatory compliance, and it can help you keep clients and cut costs.

Last is Talkdesk, a cloud-based contact center platform with AI tools to automate mundane work and offer insights. It can link to tools like Salesforce and Zoom, and it's designed to improve efficiency and customer satisfaction across digital and voice channels. That makes it a good fit for financial services and other industries.