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Insights

Prime AI

Topics, trends, and recommendations from recorded customer calls

Month to date Updated nightly · last update Sep 26, 2:14 AM · final on Oct 1
12,480 calls recorded Sep 1–26 · compared with August 2026

Top call driver

Card disputes

21.4% of calls · 2,671

▲ 5.2 pts vs August

Double-charge resolution

58%

Resolved on the first call · 1,184 calls

▼ 9 pts

Avg customer sentiment

63 / 100

End of call

▼ 3 pts

Avg agent score

79.5

Across 12,480 calls

▲ 1.2 pts

Escalation rate

7.7%

961 escalated to supervisor or back office

▲ 1.3 pts

Emerging topics

Growing clusters that don't match any topic in your taxonomy

3 new

Double charges after the Sep 12 card processor outage

New in September First seen Sep 12 · closest topic: Card disputes & chargebacks (0.62)

"I only paid once at the gas station, but the $86.40 is on my card twice and now my account is overdrawn."

Customer · Cards & Payments · Sep 19

1,184

calls

View engagements

E-transfer stuck on "pending" after app update

New in September First seen Sep 16 · closest topic: E-transfers & bill payments (0.58)

"I sent the rent yesterday and it still says pending. My landlord says he hasn't received anything."

Customer · Digital Banking Support · Sep 24

342

calls

View engagements

Mortgage renewal letter rate doesn't match the app

▲ 64% vs August First seen Aug 28 · closest topic: Mortgage & loan inquiries (0.66)

"The letter says 4.89% but the app shows 5.14%. Which rate am I actually getting?"

Customer · Lending & Mortgages · Sep 22

126

calls

View engagements

Top topics

Calls by primary topic · change vs August

Card disputes & chargebacks2,671 ▲ 38%
Fraud alerts & card blocks1,902 ▲ 4%
Online & mobile banking access1,548 ▲ 11%
E-transfers & bill payments1,366 ▲ 19%
Account fees1,094 ▼ 6%
Mortgage & loan inquiries988 ▲ 7%
Account opening & closing736 — 0%
Credit limit requests612 ▼ 3%
Statements & tax slips405 ▼ 8%

Topic volume by month

Top 4 topics, last 8 months by recorded month · September is month to date

3k 2k 1k 0 Card processor outage (Sep 12) Feb Mar Apr May Jun Jul Aug Sep*
Card disputes Fraud alerts Online banking access E-transfers

Customer sentiment: start vs end of call

Monthly average sentiment score (0–100), last 8 months · September is month to date

End of call Start of call
100 75 50 25 0 61 38 Feb Mar Apr May Jun Jul Aug Sep*
Avg lift during call +19 pts
Calls ending frustrated or angry 16.2% ▲ 3.1 pts
Lowest end sentiment topic Card disputes (47)

Recommendations

Suggested by Prime AI from this month's trends. Finalized when the month closes.

Coaching

Coach Cards & Payments agents on the double-charge resolution flow

Only 58% of double-charge calls are resolved on the first call. Agents who confirm the duplicate, issue a provisional credit, and give a posting date resolve 84%; the rest open a dispute ticket and promise a callback.

Based on 1,184 calls · view examples Est. impact: +18 pts first-call resolution on double charges
Defect escalation

Ask card operations for a bulk reversal of Sep 12 duplicate postings

91% of double-charge calls involve transactions authorized between 2:10 and 4:45 PM on Sep 12. Reversing them in bulk would stop most repeat calls and overdraft-fee complaints.

Based on 1,078 calls · view examples Est. impact: ~900 fewer calls in October
Compliance

Complete identity verification before reading back transactions

In 4.3% of card calls, agents confirmed transaction amounts and merchant names before finishing caller verification. Most cases occur on busy double-charge calls.

Based on 214 calls · view examples Est. impact: −40 moderate flags / month
Training material

Update the e-transfer "pending" troubleshooting guide

Agents give three different answers on when a pending e-transfer can be cancelled or resent; these calls resolve 61% on first contact versus 76% overall.

Based on 342 calls · view examples Est. impact: +12 pts resolution on e-transfer calls
Documentation

Publish a customer FAQ on mortgage renewal rates

Customers compare the renewal letter rate with the posted rate in the app; 44% of these calls end with the customer still unsure which rate applies.

Based on 126 calls · view examples Est. impact: −3 min avg handle time
Staffing

Add Fraud & Disputes coverage on Monday mornings

Dispute calls between 9 AM and 12 PM on Mondays escalate at 13.8%, versus 7.1% for the rest of the week.

Based on 612 calls · view examples Est. impact: −1.1 pts escalation rate (Fraud & Disputes)

Breakdown by team

Contact centre teams · September month to date

Team Calls Top topic Avg score Avg customer sentiment Escalation rate
Cards & Payments
Toronto · 42 agents
3,920 Card disputes & chargebacks 74.8 58 10.9%
Fraud & Disputes
Toronto · 28 agents
2,610 Fraud alerts & card blocks 81.6 61 9.2%
Deposits & Accounts
Calgary · 24 agents
2,380 Account fees 83.9 70 4.1%
Digital Banking Support
Calgary · 22 agents
2,150 Online & mobile banking access 77.2 62 6.8%
Lending & Mortgages
Toronto · 16 agents
1,420 Mortgage & loan inquiries 84.5 71 3.5%
All teams 12,480 Card disputes & chargebacks 79.5 63 7.7%