Leverage our Banking bot to provide personalized white-glove service, pump up customer delight, and save a ton of cash.
Banking bots for customers:
Personal Banker |
Personal Banker helps you check your accounts, analyze spending, and apply for new services, just like you would at your neighborhood branch.
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Wealth Manager |
Wealth Manager asks you intelligent risk assessment questions, suggests portfolio changes based on your goals, and helps you track portfolio performance.
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ATM Assistant |
ATM Assistant helps you find ATMs enroute to a particular destination, and makes sure the ATM has enough cash for you.
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Mortgage Advisor |
Mortgage Advisor understands your needs and helps you sift through various home mortgage offerings and HELOCs to find the mortgage product that fits you the best.
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Online Sales Associate |
Online Sales Associate helps you navigate the bank’s complex website and apply for a new loan by answering a few simple questions.
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Loan Service Agent |
Loan Service Agent sends you monthly loan statements and reminders and collects principal, interest, and escrow payments on your preferred dates.
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Banking bots for employees:
Commercial Account Assistant |
Commercial Account Assistant helps sales teams get the most updated view of their commercial banking customers and suggests relevant products and offers based on customers’ profiles.
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Activity & Lead Manager |
Activity & Lead Manager helps field sales staff plan their prospecting activities and customer visits as well as effortlessly update their CRM with lead notes and visit reports from their smartphone.
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Agent Navigator |
Agent Navigator helps call center agents deal with critical requests from customers such as debt consolidation requests or policy surrender requests.
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