Boost Time-to-Market with Banking Bot Blueprints
Unleash the potential of our ready-made bot blueprints to expedite creation of your conversational AI experiences with the ability to easily according to your business requirements. Our comprehensive blueprints are designed to empower you in creating exceptional bot experiences tailored for a diverse array of banking interactions. Get acquainted with a few of our standout banking bot performers.
Improve Conversion Rates and Accelerate Application Completion with AI
Applying for a credit card or a car loan? One of the first things you need customers to do is to complete an application, providing personal information and their specific requirements. If you offer applications for new credit cards or loans, the first obvious step is to get prospects to complete an application, providing personal information and specific requirements. The process of submitting an application can be time-consuming, involving numerous form fields to fill out, document verification, and data validation. This is all before the application even goes through the approval process.
Imagine an application process that enables you to convert customers more efficiently by offering suggestions, helpful tips or answering prospect queries leveraging intent-based or generative AI applications. With an AI-powered Application Bot, prospects can embark on a conversational journey, providing the required information, documents or images, resolve unanswered questions, both reducing the time for application completion and allow for faster conversion to customers. With this 24/7 self-service bot, customers have the convenience of submitting a fully completed application at any time, experiencing faster approval times with reduced hurdles and reliance on human agents for common questions.
Chatbots: Your Efficient Bank Teller
Managing personal finances is key to financial health. The ability to promptly and effectively verify account balances, request recent transaction details, transfer funds, pay bills, and oversee other account-related matters is of utmost importance for consumers to effectively monitor their expenditures and cash flow.
With an Account Bot, customers can effortlessly handle the intricacies of their accounts and make various account-related requests through a seamless conversation. The bot streamlines the process by automating essential account-related procedures, and leveraging intelligence to access the specific information required to fulfil the customer’s exact requirements.
Anti-Fraud Alert? There’s a Bot For That.
Suspicious account activity or transactions detected? The sooner a customer or their banking partner is alerted to potential fraud, the earlier the actions can be taken to limit damage and losses.
An Anti-fraud bot can reach out across different channels to alert a customer as soon as suspicious activity is detected on their account. The bot can validate unusual transactions with a customer and take the appropriate steps, avoiding unnecessary blocking or cancelation actions. In the case of confirmed fraud, the bot can automate the workflow to cancel the card and re-issue a new one. The bot can also respond to customers reporting suspicious activity or asking fraud-related questions. Working 24/7 and available in multiple digital channels, this chatbot’s mission is to prevent or limit fraud-related losses and offer customers peace of mind.
Better Experience Creates Loyal Customers
What additional measures can be taken to cater to your most valued customers? In today’s highly competitive banking market, the acquisition and retention of customers are essential for achieving success. Building customer loyalty goes beyond simply managing their financial transactions; it involves creating a holistic range of digital experiences that shape how consumers engage with your brand.
A Loyalty banking chatbot can be deployed to interact with customers or program members, offering them personalized offers, rewards, or information that creates stickiness. Think of a member of a credit card reward program who receives a notification from a bot, offering them a discount on a local restaurant or early access to event tickets. Increased frequency of contextual and personalized interactions is made possible with a loyalty bot that can insert itself across different banking interactions or just reach out proactively.