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Finance

According to Accenture’s recent survey of consumer banking attitudes, millennials are twice as likely to change their primary bank and are more dissatisfied with their financial institutions than any other group.

Financial consumers expect quick answers when it comes to their money. They're also accustomed to finding answers when and where they want them. Finansol's software allows you to provide the right answer every time through self-service on your website, in your mobile app, or via messaging apps. If they can't find what they're looking for, it's easy for them to seamlessly transition to talking with a live agent who already has the context of who they are and what they need.

A chatbot transforms the consumer experience. Not only it stays up and running 24x7, it also aides various banking functions: customer service, opening new account, application status, getting news and offers across – you name it. It makes the entire experience conversational. On an average, 4 minutes are saved per chatbot enquiry as compared to traditional call center based service. This provides a major boost to perceived customer service as well as results in major cost savings.

Bots for Financial Services

  • Provide technical assistance, account snapshot and other information
  • Provide real-time financial advice
  • Provide 24x7 banking
  • Create omnichannel service experience
  • Provide option to escalate the issue to human agent
  • Customer query support
  • Use voice or text messages for making payments, transactions, balance updates, fraud detection andreporting and bill-pay
  • Provide real-time and customised offers with the help of big data like when rates drop
  • Open tickets, record issue and update in CRM
  • Automate customer service requests, eliminating human involvement