Customer Intelligence

Customer 360 Query Agent

Ask any question about your customers in natural language and get instant, accurate answers from all your systems.

Book 20-minute Demo

What This AI App Does

The Customer 360 Query Agent unifies customer data from CRM, core banking, support tickets, transactions, and other systems into a single AI-powered interface. Users can ask questions in natural language and get comprehensive answers instantly, eliminating the need to switch between multiple systems or wait for IT to build reports.

Key Capabilities

Answers natural language questions about any customer instantly

Aggregates data from CRM, banking systems, support tickets, and transactions

Provides complete customer relationship timeline and history

Identifies cross-sell and upsell opportunities based on customer profile

Surfaces risk indicators and relationship health scores

Generates customer summaries and briefings for meetings

How It Works

Natural Language Query → System Search → Data Aggregation → AI Synthesis → Comprehensive Answer

1

Ask Your Question

User asks a question in natural language like 'Show me everything about customer ABC Corp'

2

Multi-System Search

Agent searches across all connected systems to find relevant customer data and interactions

3

Data Synthesis

AI aggregates and synthesizes information from multiple sources into a unified view

4

Insight Delivery

User receives comprehensive answer with insights, recommendations, and linked source data

Business Impact

80%

Faster customer research

60%

Reduction in system switching

35%

Improvement in meeting prep time

25%

Increase in cross-sell identification

Example in Action

Input:

Tell me about ABC Corp - their products, recent interactions, and any issues

AI Response:

AI synthesizes data from 6 systems and provides comprehensive view:

  • • Relationship: Enterprise customer since 2019, $2.4M annual revenue, 3 products
  • • Recent activity: Loan renewal completed last month, new credit line request in progress
  • • Support: 2 open tickets - one pricing question (medium), one technical issue (resolved)
  • • Opportunity: Based on usage patterns, good candidate for treasury management services
  • • Risk flag: Payment delayed 15 days last quarter, monitor cash flow indicators

Result: Complete customer intelligence delivered in seconds instead of 30+ minutes of manual research

Who Uses It

Relationship managers

Get complete customer context before meetings and calls

Customer service agents

Resolve inquiries faster with full customer history

Sales teams

Identify opportunities and prepare for customer conversations

Account managers

Monitor relationship health and identify risks

Integrations

S

Salesforce CRM

C

Core Banking Systems

S

Support Ticketing

T

Transaction Systems

M

Marketing Platforms

D

Data Warehouses

Security & Compliance

SOC 2 Type II
ISO 27001
GDPR Compliant
CCPA Compliant

Role-based data access respecting existing permissions

No customer data stored in AI system

Audit logging for all queries and data access

Compliance with data privacy regulations

Get instant customer intelligence

See how the Customer 360 Query Agent can transform how your teams access and use customer information with natural language AI.

What you'll see in the demo:

Live demo with sample queries
Data integration discussion
Security and compliance review
Implementation timeline and ROI
Book 20-minute Demo