header_banker_looking_at_charts

Are you leveraging AI to automate banking tasks?

Discover our new, groundbreaking AI-powered transcription service for calls.

Challenges and needs

Bank advisors handle numerous daily conversations with customers about finances, loans, investments, and personal matters. Documentation, security, and compliance requirements are high, while customers still expect efficient, personalized advice.

Key challenges:

  • Risk of incomplete or insufficient documentation of agreements and recommendations.
  • Time-consuming administrative tasks reduce time available for personal advisory services.
  • Difficulty maintaining consistently high advisory quality across branches and employees.
  • Lengthy onboarding of new advisors due to complex regulations and product portfolios.
  • Extensive documentation requirements for advisory conversations to ensure compliance and GDPR adherence.

This is what ScriptIQ does for you

scriptiq_robot_process_1

1. Phone call

Conversation between customer and employee.

scriptiq_robot_process_2

2. Recording

The call is recorded automatically – with no additional action required.
scriptiq_robot_process_3

3. Transcription

Speech is converted into text using AI.

scriptiq_robot_process_4

4. Analysis

AI identifies and analyses topics, keywords, and content in the conversation.

scriptiq_robot_process_5

5. Refinement

Data is structured, prioritised, and placed in the right context.

scriptiq_robot_process_6

6. Result

A finished text output, ready to use in your daily work.

Det gør ScriptIQ for dig

scriptiq_flow_how_mobile

 

What you do

The finished text output from ScriptIQ can be delivered to you in three ways. choose the option that suits you best. from there, you can process and use the text in the way that best fits your business.

tech_background

Dstny’s AI-powered transcription service, ScriptIQ

ScriptIQ converts customer conversations into text and automatically analyses and refines it into structured, final documentation. It can be used in advisory systems, for compliance reporting, and in follow-up processes.

Practical features tailored for banks:

  • Automated follow-up communication
    AI generates customer emails with summaries, document links, and next steps, such as uploading payslips or providing signatures.
  • Automated advisory documentation
    Key decisions, advice, and recommendations from the conversation are extracted and automatically recorded in the customer’s advisory file.
  • Compliance monitoring
    AI monitors conversation content and flags potential regulatory breaches, for example, missing risk disclosures or sensitive data requiring special handling.
  • Performance and quality feedback
    AI analyses advisory patterns, compares them with best practices, and suggests improvements in communication and information delivery.

Potential benefits with ScriptIQ

 

Value for banks and advisors

AI-powered transcription strengthens compliance, efficiency, and the overall customer experience in advisory services:

file-lock-regular

Stronger compliance and risk management

  • Automatic and consistent documentation of advisory services ensures regulatory compliance.
  • Potential regulatory breaches are identified early, reducing risk exposure.
users-regular

Less administration – more advisory time

  • Advisors are freed from heavy manual documentation and can focus on the customer experience.
  • Faster case handling with fewer errors and misunderstandings.
handshake-angle

Efficient and personalised follow-up

  • Customers experience accurate, fast, and consistent communication.
  • Automatic distribution of materials and to-do lists improves conversion on products such as loans, savings, and pensions.
head-side-gear-regular

Improved onboarding and advisor development

  • New employees can train using realistic customer cases.
  • AI coaching provides continuous feedback and promotes consistently high quality.
chart-mixed

Data-driven business development

  • Analysis of thousands of conversations can uncover new product needs, trends, and friction points in the advisory process.

Potential practical use cases

ConnectMe-mobile-laptop

Example 1 – Loan application

  • The customer calls regarding a home purchase and discusses loan options.
  • AI transcribes the conversation, creates an advisory note, and sends an email outlining the next steps, such as uploading documents and reviewing loan options.

Example 2 – Compliance analysis

  • During the conversation, the advisor does not actively mention the risks associated with an investment.
  • AI automatically flags the omission and notifies the advisor, allowing it to be corrected, and improved going forward.

Example 3 – Training and quality management

  • AI compiles examples of excellent advisory conversations and uses them in on-boarding and training materials.
  • At the same time, management gains insights into where advisors may need additional support.
Analytics-screen-keyboard

Financial benefits

  • Time savings on documentation and follow-up: up to 25–35%.
  • Reduction in compliance-related errors and potential fines.
  • Increased product conversion through better and more targeted follow-up.
  • Lower training costs and faster performance ramp-up for new advisors.

Let's get in touch

Would you like to learn more about ScriptIQ? Fill out the contact form to get in touch with our advisory team.

2026-04-30 10:24:43