I help customers simplify the process of applying for loans, credit cards, memberships or jobs. My job is to make it easy and convenient for people to apply, check status, ask questions and receive approvals or denials 24/7, with zero wait time.

Red Background

Customer Journeys

  • Apply for loan, credit card, membership, job on web or in-app
  • Instant application status and updates via bot
  • Out-of-hours support for frequently asked questions
  • Receive approvals or denials and supporting information via bot

How I Help the Business

  • Improved accessibility of customer service without the staffing costs
  • Eliminate calls from customers about application status
  • Free agents up to spend less time on tasks a bot can easily handle
  • Reduced costs of service delivery

How I Help the Customer

  • 24/7 availability and access to information
  • Eliminate off-hours closed messages, queuing and hold times
  • Transparency of customer journey

My Metrics

# applications processed

% applications completed successfully

% routing by intent

$ amount of applications closed

time to complete

Check out the Bot Animations

Close this Window