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USE CASES

  • Banking
    • Open an Account
    • Check Balance & Transfer Money
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Using AI to Check Balances & Transfer Money

Industry Banking


Challenge:
  • Transferring funds is a multistep process that involves adding or selecting a payee, choosing an account, checking the balance, and specifying the amount and date, all before finally initiating the transfer.
  • Performing this multistep process over the phone or with a banking app often adds more steps and time.
Solution:
  • Intelligent Virtual Assistants (IVAs) allow customers to perform transactions with a conversation across mobile, chat, web, and even SMS.
  • IVAs are available 24/7 for self-service but can seamlessly transfer to a live agent when needed.
  • Intelligent Virtual Assistants have pre-built integrations into bill pay and P2P systems, creating a seamless experience.
Benefits:
  • Increase satisfaction by allowing customers to bank on their terms.
  • Cut down the time needed to complete banking transactions by 60%.
Banking Use Case Check Balance & Transfer Money
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