Finance & Banking

Customer needs are rapidly changing.

To meet those needs, banks need to make customer experience the starting point for process design.

Talkbot AI voice solution helps banks serve their clients better, enhance the customer experience at scale, grow revenues, cut cost and manage risk.

working with you

Outbound lead generation to bank customers to sell new promotional financial products.

Event or time trigger calls to existing customers to service their pre-expiring plans to lock-in sales.

Negotiate and obtain payment commitment from customers, including date and mode of payment.

Prompt customers to activate their new cards. Verify transactions with customers for fraud and deactivate their cards.

Through conversation, help customers navigate their requests. Together with bank’s other omni-channel services, customer service is more effective.

Check with CFO and Controller to verify authorization before payment is made out, with identify verification.

Onboard customers and maintain service quality by ensuring customers have the T&Cs of the financial product purchased.

Perform market or customer service quality surveys through tele-conversation is fast and convenient.