AI in Banking: Empower Smarter Banking

AI-Driven Banking Solutions for Growth, Retention, and Resilience

Customer Churn Risk Assessment Download Reduce Customer Churn Brief

Overview
Banking Challenges
AI Banking Services
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Why Choose Netwoven

Transforming Banking with Microsoft-Powered Innovation

Community banks and credit unions face mounting pressure from digital disruptors, customer attrition, and operational inefficiencies. Netwoven’s Banking Transformation services help institutions tackle the eight most pressing industry challenges with AI-first strategies and secure, integrated Microsoft technologies. Explore our Customer Churn Risk Assessment and exclusive research brief to uncover what’s driving attrition - and how to stop it. From personalized engagement and omnichannel service to AI-powered sales acceleration and enterprise-grade security, we deliver the tools and insights to help you lead with confidence.

Our services will help unify data, automate workflows, and deliver real-time insights that empower teams at every level leveraging advanced technology from Microsoft. From AI-driven lead generation and personalized marketing to intelligent customer service, we help banks move faster, reduce complexity, and unlock long-term value.

Download Reduce Customer Churn Brief

Banking Challenges

Netwoven helps community banks overcome their most pressing challenges - like customer retention, digital disruption, and operational inefficiency - by delivering AI-powered sales, secure omnichannel service, and low-code integration solutions built on Microsoft Dynamics 365.

Customer Churn

High attrition rates threaten long-term growth - AI-powered personalization, onboarding journeys, and proactive service are proven to reduce churn and boost lifetime value.

Digital Experience Expectations

Customers demand seamless, modern digital journeys - omnichannel platforms and self-service portals close the gap between community banks and fintechs.

Manual, Siloed Processes

Disconnected systems and manual workflows slow down service - low-code automation and integrated CRMs unify operations for faster, more consistent delivery.

Sales Inefficiency & Pipeline Blind Spots

Frontline teams often lack visibility into leads and opportunities - AI-driven forecasting, scoring, and Copilot agents accelerate sales performance and prioritization.

Cybersecurity & Regulatory Compliance

Community banks face rising cyber threats and strict oversight - modern cloud platforms offer built-in compliance, data protection, and real-time threat detection.

Loan Origination Bottlenecks

Legacy processes delay approvals -automated decisioning, document recognition, and CRM-integrated LOS speed up small business and retail lending cycles.

Marketing ROI & Segmentation Gaps

Spray-and-pray outreach wastes budget - predictive segmentation, dynamic content, and customer journey automation improve campaign targeting and results.

Talent Strain & Staff Productivity

Staff burnout and retention issues persist - AI copilots, centralized knowledge, and unified workspaces reduce workload and enable faster onboarding.

Core Capabilities That Accelerate Digital Banking Success

AI-First Assistance

Integrated Copilot in Dynamics 365 powered by Azure OpenAI delivers real-time call summaries, sentiment analysis, knowledge-base suggestions, and next-best-action prompts.

Omnichannel by Design

One unified interface for phone, SMS, web chat, social, and secure messaging- agents never have to switch apps or ask customers to repeat themselves.

Seamless Core Integration

Pre-built connectors to Fiserv, Jack Henry, and other core systems enable real-time balance lookup, transaction history, and product data directly on the agent desktop.

Built on Azure

Enterprise-grade security (encryption, MFA, RBAC), compliance certifications (FFIEC, SOC 2), and hybrid deployment options for regulated data.

Rapid Deployment with Partners

Netwoven’s preconfigured banking blueprints and Dynamics accelerators reduce implementation time by up to 40%.

Scalable, Pay-As-You-Go

Dynamics 365’s licensing and Azure consumption models allow small banks to start small and grow without large upfront capital expenditures.

Download Reduce Customer Churn Brief

AI Banking Services

Modern Capabilities to Grow Smarter, Serve Better, and Operate Safe

Personalized Engagement

Leverage AI-powered predictive segmentation and real-time behavioral insights to deliver personalized offers, next-best-product recommendations, and data-driven campaigns that increase retention and drive growth.

Elevated Customer Service

Elevate customer service with AI-powered coaching, proactive sentiment alerts, and a unified omnichannel desktop that boosts resolution rates and delivers consistent, high-impact support.

Seamless Omnichannel Journeys

Deliver seamless omnichannel journeys with a unified customer view, context-aware handoffs, and 24/7 AI-powered self-service that deflects up to 60% of routine inquiries.

Security and Compliance

Safeguard your business with end-to-end security and regulatory compliance frameworks

Accelerate Revenue Generation

Eliminate sales inefficiencies and pipeline blind spots with our AI-powered solutions that deliver real-time insights, lead prioritization, and Copilot-driven revenue acceleration.

Improve Staff Productivity with AI-First Strategies

Industry leaders predict 2025 Is the Tipping Point for AI-First Business Operations – Are You Ready to Lead?

Get Started

Leverage Netwoven’s banking expertise and Microsoft partnership to start your Customer Service transformation

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Why Choose Netwoven

Netwoven brings deep expertise in community banking, combining decades of industry knowledge with the power of Microsoft technologies. As a Microsoft Gold Partner, we deliver secure, compliant, and AI-powered customer service solutions tailored to your unique needs. From strategy to 24x7 managed support, our end-to-end services ensure rapid deployment, proven ROI, and sustainable transformation - all while meeting strict regulatory standards.

1Deep Banking ExpertiseWith decades of experience serving community banks, Netwoven understands your unique mix of legacy systems, regulatory requirements, and customer expectations - ensuring solutions that align with real-world needs.
2Microsoft Gold Partner AdvantageWe are a certified Microsoft Gold Partner with direct access to Azure AI, Dynamics 365, and Copilot Roadmap - ensuring your bank benefits from the latest features, security updates, and best practices.
3End-to-End Delivery & Managed ServicesFrom initial strategy and AI Impact Analysis to implementation, training, and 24×7 AI Operations Center support, Netwoven ensures your customer service transformation is turnkey and sustainable.
4Proven ROI & Rapid Time-to-ValueOur banking blueprints, prebuilt connectors, and best-practice accelerators reduce implementation time by 40%, enabling you to realize cost savings and efficiency gains within 6-9 months.
5Secure, Compliant by DesignBuilt on Microsoft’s enterprise-grade Azure platform, our solution meets GLBA, CPRA, and FFIEC requirements. We incorporate secure co-browsing, multi-factor authentication, data encryption, and audit logging to keep your customers - and regulators - happy.