Avaamo’s conversational AI platform is simplifying mutual fund investing for thousands of investors by educating and empowering them to make informed investment decisions. Instead of a web portal that can be challenging to navigate, the investor can have a one on one conversation with the virtual agent through the channel of their choice, resulting in a personalized, effective interaction. The virtual agent also reduces the number of steps the customer needs to take to get to their intended goal, compared to conventional digital platforms
Our customers have simplified the complex MF product shopping process using by providing a useful engaging Intelligent Virtual Agent to guide customers based on their stated financial goals to the right product whether its an annuity, tax deferred or an ETF product. Avaamo’s Answers™ technology is used to answer 1000’s of questions about products, their time horizon, fund value and fund performance while reducing inbound call volume in the call center and giving prospective investors a more efficient way to be educated about the various products that would suit their needs.
Avaamo is helping fund managers with call deflection by resolving simple investor queries quickly and efficiently. Avaamo helps customers to execute service requests, retrieve account statements, tax certificates and navigate service issues include statement generation, account allocation or automatic investing. Avaamo helped to upload documents for the KYC process by digitizing it completely.
Avaamo conversational AI technology is used by our customers to provide timely information on fund performance, redemption, changes in asset allocation or redistribution surpassing conventional tools that are complex to use and master. Customers and relationship managers can access various reports easily to review annualized returns and monthly transaction summaries and fund fact sheet easily contributing to a better customer experience.
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The latest on Avaamo’s conversational AI platform for the mutual fund industry