
prepare for 2025 tax season: improve customer service with AI
Worried about the influx of inquiries during tax season? Let’s talk about how you can be better prepared for the 2025 tax season.
Launch an AI agent that delivers secure, personalized customer service at scale.
Resolve 80%+ of inquiries with an AI agent built to handle peak volumes while ensuring business compliance.
Integrate seamlessly with existing systems to leverage customer data for personalized and secure customer service.
Offer 24/7 multilingual support across channels, keeping customers connected to the answers they need.
“This strategic approach enables us to allocate resources effectively, maintain exceptional service quality, and remain focused on our mission to improve financial inclusion.”
Handle account setup, loan applications, and product updates efficiently with your AI agent.
Provide customers with a secure, seamless way to update their account details anytime.
Quickly resolve compromised cards and locked accounts.
Enable customers to self-serve transfers, balance checks, and credit limits.
Ensure compliance with global regulations like GDPR while protecting customer privacy through secure data handling and PII redaction.
Enhance your AI agent’s performance with precise feedback to improve future responses.
Equip your AI agent to handle complex queries accurately with detailed instructions and pre-crafted responses.
Track KPIs and uncover improvement opportunities across channels with built-in dashboards.
Securely authenticate users to enable tailored conversations and account actions.
“Sidekick provided a level of operational leverage that we couldn't have achieved with traditional methods, and has given us the flexibility to focus on strategic growth initiatives while keeping our customer service top-notch.”
Worried about the influx of inquiries during tax season? Let’s talk about how you can be better prepared for the 2025 tax season.