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