Virtual Agents for Financial Services

Optimize your customer engagements with AI-powered conversational voice bots.

Popular use cases for AI conversational voice bots in the Financial Services industry:

Almost any industry highly depends on rapidly increased customer requirements and expectations. Digital technologies provide customers with many options to choose better services for reasonable money. Consumers’ expectations from banks and other financial organizations go far beyond the standard, becoming an integral part of their modern lifestyle. Are there any opportunities to address their challenges using Artificial Intelligence (AI)?

In fact, there are plenty of those in data management, security, customer experience, and automation. Automation here is one of the most valuable tools that helps companies not only to optimize operations and processes but also to identify the wide range of internal bottlenecks, barriers, and lack of data and resources. Modern banks and financial companies can save significant time and budgets while automating customer interactions via multiple channels based on personalized information and services for their clients. Financial organizations can optimize highly repetitive and labor-intensive tasks and procedures, while other related processes may also benefit from this optimization. It’s good to know that AI-powered solutions are ready to support the financial industry with all these initiatives.

How AIVOTAR AI-powered voice virtual agents help here?

Having a “digital first” approach to providing services to end users is a new normal. Chatbots and digital assistants in many companies are used as a primary point of contact but often as a single one, letting clients use only one communication channel – text channel.

AIVOTAR conversational agent provides multiple options to increase the number of communication channels for better customer experience and quality of services with no budget increase.

AI-powered voice-based conversational agents help financial businesses offload routine, repetitive tasks from human employees to virtual agents. This routine is typical for processes like customer onboarding or bill payments, product promotion and recommendations, debt collection, important notifications and reminders, etc.

These are a few use cases to consider:

  • Customer onboarding and forms completion
  • Bill payments and other standardized services
  • Debt collection calls and reminders
  • Payment notification, start/end of services notification
  • Product or service updates and upgrades
  • 24/7 hotline support