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Pér for financial services

Strengthen the relationship behind every account

Find opportunities to deepen relationships. See who may be drifting away. Put customer care first.

Pér helps your team use trusted customer context to prioritize engagement, explain recommendations, and prepare approved next steps within your policies.

See Pér in action

What is Pér for financial services?

Pér is Amperity's AI agent for customer data. It helps financial services teams use relationship, transaction, digital, and service data to prioritize customer outreach and prepare approved audiences, guided by permissions and eligibility outputs from your systems.

Your team sets the objective. Pér surfaces opportunities, explains its recommendations, and helps move approved actions forward.

Put Pér to work

Find the next relationship opportunity

Look beyond the product a customer already holds. Pér helps your team find audiences whose relationship and recent engagement suggest a relevant next conversation.

Compare the evidence and prioritize outreach using approved eligibility, suitability, consent, and policy outputs. Your authorized teams and systems determine who qualifies.

Ask Pér:

Among customers our approved systems identify as eligible for [product or service], which audiences should we prioritize for outreach? Explain the evidence and potential customer benefit.

You control: Eligibility, suitability, consent, exclusions, approved channels, reason codes, and approval points.

Reduce avoidable attrition

A change in engagement can be a reason to check in. Pér helps your team identify customer groups whose recent activity differs from their established relationship.

Explore available service and engagement signals, explain possible reasons for the change, and recommend a response for review without treating a signal as a confirmed cause.

Ask Pér:

Which customers show a meaningful change in engagement or relationship that may indicate attrition risk? Explain the strongest evidence and recommend the next appropriate action.

You control: Risk definitions, approved signals, prohibited factors, available responses, review requirements, and success metrics.

Pause marketing when service comes first

An unresolved complaint can make a promotional message the wrong next step. Pér helps identify audiences to exclude using approved service and policy status signals.

Prepare a suppression recommendation for authorized review. Sensitive status and eligibility decisions stay with the teams and systems responsible for them.

Ask Pér:

Which customers should be suppressed from promotional campaigns because of an active service or protected situation defined by policy?

You control: Approved signals, policy definitions, access permissions, suppression rules, operational ownership, and audit requirements.

Explore more prompts →

Built on trusted customer context

The next product offer should reflect the customer's relationship, service needs, and the permissions governing outreach.

Pér is grounded in Amperity's trusted customer context:

  • Know who:Connect fragmented records across accounts, products, channels, digital activity, and service interactions.
  • Know now:Understand the customer relationship alongside recent behavior, lifecycle events, service needs, and current permissions.
  • Act with confidence:Keep recommendations connected to eligibility, consent, suitability, policy rules, evidence, lineage, and customer-defined controls.
See how Amperity resolves customer identity →

Works across your existing stack

Put customer insight to work in your engagement channels. Pér uses data connected to Amperity and helps prepare approved audiences and actions through supported integrations with your existing tools.

Available actions depend on each institution's configured data, integrations, permissions, policies, and Amperity capabilities.

Give Pér a customer objective

Bring Pér the relationship goal, attrition risk, sensitive customer moment, or recurring decision slowing your team down. Pér helps turn that objective into a recommendation your team can review and put to work.

See Pér in actionExplore the Pér Prompt Library

FAQs

What is an AI agent for financial services customer data?

A customer data agent helps financial services teams use connected customer data to prioritize engagement, explain recommendations, and prepare approved actions. Eligibility and regulated decisions remain with authorized teams and systems.

How is Pér different from a general AI assistant?

Pér brings trusted customer context to the decision. Grounded in your business's customer data, it helps surface opportunities, explain the evidence, and prepare approved next steps in supported workflows.

What financial services data can Pér use?

Depending on your connected data and permissions, Pér can use customer context such as product holdings, transactions, balances, digital engagement, lifecycle events, service interactions, complaints, consent, eligibility outputs, and campaign history.

Can Pér take action automatically?

Pér helps move approved engagement actions into supported workflows through configured integrations. Your team controls permissions and review points. Product approval, risk, compliance, and regulated decisions remain with authorized teams and systems.

Does Pér replace our CDP, CRM, or core systems?

Pér builds on the Amperity Customer Context Platform and helps your team use supported integrations for customer engagement. Your core, CRM, risk, and policy systems retain their respective roles.