Personal Finance Should
Feel Personal.
GTS helps financial services organizations close the personalization gap by unifying data across systems and enabling AI-driven, tailored customer interactions—while ensuring transparency, trust, and regulatory compliance —strengthening fraud prevention, securing operations, and delivering more connected, intelligent, and trustworthy financial experiences.
Industry Challenges
As technology advances, customer expectations for personalized experiences – and trust, accuracy, and transparency - follow closely behind.
To meet these expectations, financial organizations must close the personalization gap with a unified customer view across siloed core banking, CRM, and service systems, while simultaneously navigating complex compliance and transparency requirements and strengthening fraud defense.
Our Finance Solutions
OmniBots
Enterprise conversational AI that seamlessly integrates with your existing CCaaS platforms to provide immediate customer service, 24/7.
OmniAssist
Always-on agent-assist tools seamlessly integrate with your existing CCaaS platforms, equipping human agents with real-time Retrieval-Augmented Generation, allowing you to personalize experiences and maintain trust.
CX Insights Value Engine
Analyze customer interactions to ensure compliance and transparency with complex regulatory codes, while preventing attrition by detecting “silent detractors” in customer banking experiences.
Intelligent Knowledge Curation
Automatically curate and analyze unstructured data to quickly identify contractions or errors across knowledge bases, ensuring a high level of accuracy and reducing risk in AI-driven financial advice.
Your Results
Personalized, data-driven customer experiences
Move beyond generic interactions by leveraging unified data and AI to deliver tailored, relevant experiences across every touchpoint.
Unifying data for a 360° customer view
By integrating core banking, CRM, and service platforms, GTS creates a connected data ecosystem that powers better insights, faster decisions, and seamless interactions.
Compliant, transparent, and explainable AI
Support responsible innovation by embedding compliance, explainability, and auditability into AI-driven pricing, underwriting, and advisory processes.
Build trust in AI-driven financial services
GTS helps embed transparency, accuracy, and governance into AI-powered decisions, ensuring your customers can rely on digital tools for guidance with confidence.
Strengthen security and financial integrity
Enhances fraud detection, AML capabilities, and risk management with advanced analytics and secure infrastructure—protecting both institutions and customers.
Our Methodology
Assessment
We evaluate your current CX strategies and workflows to identify pain points, sources of friction, and opportunities for enhancement.
Integration
We align with stakeholders to design, build, and integrate the solutions that help you meet your business objectives.
Optimization
We use real-time insights from feedback and interaction data to continuously refine processes for peak performance and customer satisfaction.
Innovation
We implement forward-thinking approaches to stay ahead in customer experience.
Financial Clients We Serve
Banking
Insurance
Credit unions
Financial Clients We Serve
Banking
Insurance
Credit unions
Our Partners
We partner with industry leaders to deliver secure, scalable cloud infrastructure, AI-driven insights, and intelligent engagement solutions—enabling financial organizations to modernize operations, personalize customer interactions, and maintain compliance and transparency.
