Finance

SoFi regulated member support agent

SoFi uses a Sierra agent to handle regulated member-support conversations while escalating complex issues.

Author: Sierra

What was done

SoFi built a Sierra-powered support agent for financial-services conversations where accuracy, compliance, and escalation matter. The agent handles common member issues, follows regulatory constraints, and lets human teams focus on complex cases. Sierra reports 61% containment, more than 50,000 weekly conversations, and a 33-point improvement in chat-contained NPS after launch.

Stack

Sierra
Conversational AI
Agent Studio
Compliance Guardrails

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