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Finance & Banking

Digital assistant for customer acquisition for Banking, Insurance, and Investments

Power your customer journey with conversational A.I., from acquisition to support. Drive account registrations, product recommendation and reduce customer support costs through a dedicated relationship manager.

Increase sell-rate. Offer personalized plans based on your customer profile.

Grow investments. Answer FAQs automatically, in

real-time.

Lead generation. Convert visitors into engaged leads with intelligent prompts.

Virtual assistant for Banking, Insurance, and Investments

Assist all customers with their financial journey: advise personalized products, account maintenance, post-purchase support and more. Offer 24/7 support to ensure you are there when customers need you the most.

Customer Support
Product Recommendations
Lead Generation

Insurance Claims Assessment
Form e-filling
Customer Care

Account Information

Dedicated
Relationship Manager.

Cut down unnecessary workflows and push only relevant products to improve your customers experience. Be ready 24/7, on the channel of their choice.

$7.3

billion globally saved in banking operational costs by 2023

72%

of millennials report positive chatbot experiences

90%

of businesses report faster complaint resolution with bots

VOX’s conversational A.I.

Let your customer speak freely and collect relevant data during any conversation. 

3.1x

growth in profiled new leads

Without artificial intelligence

Sticks to a rigid dialogue flow, missing the opportunity to collect more info.

MORE INSIGHTS

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emerj.com

5 Ways Banking Chatbots

Could Improve the Customer Experience

In banking and finance, chatbots have the potential to improve the customer experience by allowing customers to check their account balances, transfer money, learn about interest rates, change their billing addresses, and...

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finance.toolbox.com

Artificial Intelligence Is Transforming Banks With Chatbots, Biometrics and Better Security

Chatbots can do a lot more than just chat.
Yes, they can answer questions, sort complaints and resolve issues. But they can also analyze expenditure, execute payment transfers, make person-to-person payments...

Want to learn more?

Let's talk.