Customer Journeys
- Check account balances
- Review recent account transactions
- Proactively reach out to see if overdraft needed
- Transfer funds between accounts
- Update account information
How I Help the Business
- 24/7 access to account info without the staffing costs
- Reduce calls from customers about account balances
- Free agents up to spend time on more complex customer issues
- Reduced costs of service delivery
How I Help the Customer
- 24/7 availability and access to account information
- Eliminate off-hours closed messages, queuing and hold times
- Transparency of customer journey
My Metrics
# account requests handled
% requests handled successfully
% routing by intent
time to complete