FINANCIAL SERVICES

See what your AI returns across every customer and advisor conversation

See what your AI returns across every customer and advisor conversation

See what your AI returns across every customer and advisor conversation

What advisors and operations teams get back from AI, by desk, business line, and region.

What advisors and operations teams get back from AI, by desk, business line, and region.

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PROBLEM

The measurement gap in financial services

The measurement gap in financial services

Usage without proof of return

Seat counts and containment rates confirm people used the AI. They do not show that the work got done faster.

Volume beyond manual review

One deployment produces hundreds of thousands of conversations a month. Manual review covers a fraction of them.

Commercial signals left unseen

Customers name competitor rates, ask about upgrades, hint at leaving. Those churn or revenue signals sit in chats no one sees.

SOLUTION

How Nebuly solves this for banks

For customer facing AI

For customer facing AI

All topics

Behavioral alerts

Topic

Users

Interactions

Success rate

Loan eligibility questions

431

1.8K

81%

View More

Account fee explanations

847

2.4K

72%

View More

Mortgage rate comparisons

612

1.1K

45%

View More

Wire transfer limits

289

940

31%

View More

Surface what customers ask

Nebuly groups every customer and advisor conversation by topic and volume, with resolution rates, so you see which questions the AI closes and which get stuck.

Surface what customers ask, what their recurring needs are, and where conversation patterns point to product gaps, unmet demand, and new revenue opportunities.

Surface what customers ask, what their recurring needs are, and where conversation patterns point to product gaps, unmet demand, and new revenue opportunities.

Upsell Signals

User action

Users

Conversations

Satisfaction

Asking about premium account tiers

38

52

92%

Requesting higher transfer limits

27

41

88%

Inquiring about wealth management

22

35

85%

Comparing mortgage rates externally

19

28

91%

Exploring investment products

14

21

79%

Identify upsell signals or churn risk

Identify upsell signals or churn risk

Nebuly reads every customer chat for signals that precede a commercial outcome, competitor rates named, frustration, upgrade questions, and ranks each by session volume so retention teams can act.

0

%

Satisfaction Rate

↑ 12% vs prev. period

343

Active Users

↑ 5%

11.7%

Error Rate

↓ 3%

Measure satisfaction

Measure satisfaction

Nebuly reads satisfaction from the conversation, rephrasing, corrections, and abandoned sessions, covering every customer, not just responders.

Nebuly tracks whether end-users actually accomplish what they came for, so you measure satisfaction by outcomes and not by self-reported surveys.

For employee facing AI

For employee facing AI

Most Active Teams

Platform Team

9.7K

↑4%

Data Science

6.2K

↑7%

DevOps

2.1K

↓2%

Marketing

1.1K

↓4%

Human Resources

0.8K

↓11%

Most Active Teams

Platform Team

9.7K

↑4%

Data Science

6.2K

↑7%

DevOps

2.1K

↓2%

Marketing

1.1K

↓4%

Human Resources

0.8K

↓11%

Most Active Teams

Platform Team

9.7K

↑4%

Data Science

6.2K

↑7%

DevOps

2.1K

↓2%

Marketing

1.1K

↓4%

Human Resources

0.8K

↓11%

See which teams engage with your AI agents

See which teams engage with your AI agents

Nebuly shows which desks, business lines, and regions use the AI and which do not, so you know where rollout has landed and where enablement is still needed.

0

Hours saved

(total)

159%

$47K

Estimated savings

+22%

2.4K

Resolved queries

+31%

Calculate AI impact and ROI


Calculate AI impact and ROI


Nebuly compares AI-assisted task time to a modeled baseline and reports hours saved and value at your loaded rate.

HR

HR

HR

Human Resources

Human Resources

Human Resources

Novice

Novice

Novice

24

24

24

S

S

S

Sales

Sales

Sales

Novice

Novice

Novice

31

31

31

PM

PM

PM

Product Marketing

Product Marketing

Product Marketing

Beginner

Beginner

Beginner

43

43

43

LG

LG

LG

Legal & Governance

Legal & Governance

Legal & Governance

Intermediate

Intermediate

Intermediate

64

64

64

DS

DS

DS

Data Science

Data Science

Data Science

Expert

Expert

Expert

89

89

89

Reveal how effectively your teams use AI

Reveal how effectively your teams use AI

Nebuly scores how proficiently each desk uses the AI and names the prompting gaps, so you know where to invest next in enablement.

Enterprise

grade security

Enterprise

grade security

Enterprise

grade security

See the full picture at trust.nebuly.com.

Anonymization module

Nebuly strips personally identifiable information from every conversation before data is analyzed. Sensitive user information never reaches the analytics layer.

Self-hosted deployment

Nebuly can run entirely on-premise, within your own environment. Your conversation data stays exactly where it belongs and never leaves your infrastructure.

Your AI costs money. See what it's worth.

Your AI costs money. See what it's worth.

Your employees and customers now talk to AI agents instead of clicking through software. Nebuly connects to those agents and turns what happens inside those conversations into the numbers your business runs on.

Usage & Topics REport

Usage & Topics REport

Default

Default

7D

7D

30D

30D

3M

3M

6M

6M

12M

12M

Topics

Topics

Last 30 days

Last 30 days

Auto insurance

Auto insurance

248

248

Billing

Billing

243

243

Device insurance

Device insurance

235

235

Property insurance

Property insurance

230

230

Claims

Claims

188

188

Policy information

Policy information

156

156

Travel insurance

Travel insurance

123

123

Life insurance

Life insurance

116

116

Interactions vs users

Interactions vs users

Last 30 days

Last 30 days

Interactions

Interactions

Users

Users

120

120

100

100

80

80

60

60

40

40

Apr 08

Apr 08

Apr 14

Apr 14

Apr 20

Apr 20

Apr 26

Apr 26

May 02

May 02

May 08

May 08

Return rates by user types

Return rates by user types

Three months

Three months

User group · 3

User group · 3

Users

Users

Return%

Return%

Error%

Error%

Churn risk

Churn risk

1524

1524

20%

20%

15%

15%

New users

New users

132

132

2%

2%

9%

9%

High intent users

High intent users

66

66

100%

100%

20%

20%

Monthly usage

Monthly usage

Six months

Six months

Month

Month

Users

Users

Interactions

Interactions

Conv. length

Conv. length

May 2026

May 2026

392

392

515

515

1.48

1.48

Apr 2026

Apr 2026

1409

1409

2214

2214

1.49

1.49

Mar 2026

Mar 2026

849

849

1290

1290

1.52

1.52

Feb 2026

Feb 2026

166

166

235

235

1.65

1.65

Jan 2026

Jan 2026

0

0

0

0

0

0

Dec 2025

Dec 2025

0

0

0

0

0

0