quote: 1/ Today, @Plaid announced a partnership with @DecagonAI to power more helpful, proactive consumer finance-relate | Hanami
quote: 1/ Today, @Plaid announced a partnership with @DecagonAI to power more helpful, proactive consumer finance-related workflows including customer support, onboarding, and consumer engagement.
This signals an important evolution: Agentic AI is changing the way financial services and fintech companies engage with consumers.
Example: For lenders with complex workflows requiring multiple process steps across several days, this integration helps keep the entire process in one streamlined flow, improving the borrower experience and reducing application drop offs.
Here's a high-level breakdown of how it works:
Problem:
• Static customer support tickets or stalled onboardings could take hours, maybe even days to resolve
• Prompts for financial account logins live in separate browsers outside a conversation and lead to drop-off
• Bottom line: Time wasted and customers lost costs money
Solution:
• Real-time consumer-permissioned financial data happens directly in an agent conversation
• Customer support requests are resolved in minutes and onboardings resumed seamlessly
• Bottom line: Financial context leads to more helpful consumer experiences. As agents become more sophisticated and contextual, customer support shifts from a cost center to a revenue driver instead
Thrilled to partner with @thejessezhangg, @AshwinSreenivas, and the Decagon team. | We’re partnering with @Plaid to bring more seamless financial experiences to Decagon customers.
Customers can securely connect their bank accounts within a conversation, allowing agents to help resolve failed payments, disputed charges, account issues, and more without sending them elsewhere to authenticate.
For longer workflows like claims and applications, Decagon agents can carry context forward over days or weeks and pick up where the customer left off.