Customers Pricing Partners

Teller Assistance Agent

In-branch banking relies on human connection, but long wait times and inconsistent service can erode trust. This Agent empowers your front-line staff with real-time, accurate information to reduce wait times & delight customers.

Designed for
VPs of Retail Banking Branch Operations Managers Heads of Customer Service
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Trusted by enterprises across industries

The problems we hear from leaders like you

The in-branch experience is critical to customer loyalty, but these daily challenges can hurt your team's efficiency and your brand's reputation.

Inefficient search & retrieval

Tellers are forced to manually search for information across multiple, siloed systems, which leads to slow service and long customer wait times.

Inconsistent knowledge & service

Without a centralized, real-time knowledge base, tellers may provide inconsistent or inaccurate answers, which erodes customer trust and increases compliance risks.

High training overhead

The time-consuming and expensive process of training new tellers on a vast array of constantly changing products, policies, and procedures creates a major operational burden and slows new hire ramp-up.

Loss of competitive edge

Outdated manual processes and technology hinder your ability to compete with fintechs and digital-first banks, risking a loss of market share and customer loyalty.

Quantifiable value for your institution

Operational efficiency and customer satisfaction are not just goals; they are measurable outcomes. This is the tangible impact the Teller Assistance Agent can have on your branch network.

70%

reduction in average customer wait times, leading to a more streamlined experience.

60%

boost in transaction processing, allowing branches to handle more volume.

30%

decrease in operational costs by automating routine tasks and optimizing staffing models.

25%

improvement in customer satisfaction scores due to faster service.

Outcomes you can expect

When you implement this agent, you will see a direct and measurable improvement in your branch's operational efficiency and customer engagement. Here’s what you can expect from this partnership.

Optimized branch throughput

Drastically reduce customer wait times by eliminating manual searches, enabling branches to process up to 60% more transactions with existing staff.

Empowered tellers as advisors

Elevate your tellers from transaction handlers to trusted advisors by providing them with an on-the-job co-pilot that surfaces real-time, accurate information, eliminating guesswork from complex questions.

Standardized & compliant service

Ensure every customer interaction is consistent and compliant, significantly reducing the risk of human error and the time needed to train new employees on a vast array of constantly changing products and policies.

Data-driven cross-selling

Enable your team to identify and act on cross-selling and upselling opportunities in real time by providing them with intelligent, data-driven product recommendations based on customer behavior.

How to start building from here

The journey from a promising pilot to a deployed solution can be a challenge. We are your partner in implementation, sharing the risk and ensuring your AI agents make it to production. We don't just provide a platform; we provide a clear pathway to success.

Dedicated AI expertise

We invest in a Forward Deployment AI Engineer (FDE) to work directly with you. Our FDE acts as a hands-on AI startup CTO for your project.

A partner in risk management

We take on the risk of ensuring your agent goes from concept to a fully functional, production-ready solution. We'll work with you every step of the way to get you live.

Strategic guidance & workshops

Our dedicated team will provide strategic guidance and training sessions, empowering your internal teams to own and scale your AI capabilities once your first use case is live.

Project management oversight

We assign a project manager to oversee your agent's journey, providing a clear roadmap and ensuring a smooth, frictionless path to production.

Frequently asked questions

What is a Teller Assistance Agent?
An AI-powered tool that provides bank tellers with real-time, accurate information from a centralized knowledge base to help them serve customers more efficiently.
How does this agent improve customer experience?
By reducing wait times and ensuring consistent, accurate information, the agent makes in-branch interactions faster and more reliable, leading to higher customer satisfaction.
How does the agent handle live conversations?
The agent listens to the conversation and, using advanced AI, instantly surfaces relevant information to the teller's screen without interrupting the flow of the interaction.
Can this agent be integrated with our existing systems?
Yes, the agent is designed to integrate seamlessly with your existing systems and knowledge repositories.
How does this reduce staff training time?
The agent provides real-time guidance and acts as an on-the-job training tool, significantly reducing the need for extensive, upfront training on all bank products and policies.
Is this a "do-it-yourself" tool or a full-service solution?
We offer both. You can either use our Lyzr Agent Studio to build the agent yourself or partner with our team of Forward Deployment AI Engineers to build it with you.
How does the agent stay up-to-date with new products and policies?
The agent can adapt to new information as you add or update documents in its connected knowledge base in real time.
What is a Proof of Concept (PoC)?
A PoC is a small-scale project that demonstrates the agent's value within your organization's specific context. Our goal is to help you get to a PoC stage quickly to show tangible results.
Is my data secure?
We prioritize enterprise-grade security and data privacy. The platform is designed to handle sensitive information with the highest standards of security.
How is this different from a simple chatbot?
Unlike a customer-facing chatbot, the Teller Assistance Agent is an internal tool that empowers human tellers, ensuring that they can deliver accurate, professional, and personalized service in person.
How long does it take to implement?
The time to implementation depends on the complexity of your use case, but our roadmap provides a clear path to get a Proof of Concept up and running quickly.

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