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The Agentic CX Platform for Financial Services  

Design and run AI-powered customer journeys that explain products, collect information and move cases forward across service, claims and product guidance
Built for insurers, banks, brokers and customer operations teams
Customer journeys are still too fragmented to scale

Customer-facing workflows often live across disconnected scripts, forms, documents, portals and support teams. As products and processes become more complex, customer interactions become slower, less consistent and harder to improve.

Forms and scripts don’t adapt to customer context, intent or product complexity.

Static journeys

Traditional bots can answer simple questions, but rarely guide, qualify and complete real customer workflows.

Limited automation

Business teams often need support from IT, vendors or multiple disconnected tools to launch and improve journeys.

Operational friction
Services
One platform to create customer journeys that understand context, guide customers and take action

Dharma CX brings together knowledge, agents and orchestration in one operating layer for customer-facing journeys. Design, test and run experiences that explain products, collect information, trigger actions and support customers across service, claims and product guidance.

Knowledge-powered

Use product documents, policies, FAQs, procedures and internal knowledge to ground every interaction.

Agentic

Let AI agents qualify users, collect missing information, make context-aware decisions, trigger tools and move cases forward

Multi-channel 

Deploy the same workflow across chat, voice, avatar and embedded web experiences.

Dharma CX helps teams reduce manual effort, accelerate launch cycles and improve the consistency of customer-facing operations.

Instead of stitching together scripts, forms, bots and channels, teams can manage guided workflows through one platform built for product guidance, service and claims.
Use Cases
High-impact workflow areas

Dharma CX is built for customer-facing workflows where product logic, operational processes and customer interaction need to work together. From product guidance to service and claims, teams can launch more adaptive and scalable journeys across channels.

Help customers understand products, compare options and move toward the right next step through guided, knowledge-powered interactions.

Product guidance and cross-sell
Service and support

Resolve questions, collect the right information and guide customers through service workflows with greater speed and consistency.

Claims interactions

Support claims intake, explain next steps and reduce friction across documentation, routing and customer communication.

Built for both business teams and developers

Dharma CX gives business teams the tools to shape and test customer journeys, while giving developers the APIs and SDKs needed for production deployment.

For business teams

Design, refine and test guided workflows without relying on static scripts, fragmented tools or long delivery cycles. Use Dharma CX to shape product guidance, service and claims journeys before they go live.

For product and engineering teams

Use APIs, SDKs and embedded runtime components to integrate Dharma CX into portals, apps, customer touchpoints and internal systems, with the control required for production deployment.

Studio for design and testing. APIs for orchestration and integration.
SDKs for deployment in any environment.
Contact Us

Discuss a Pilot

Explore how Dharma CX could enhance your customer journeys.

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