Blob Anmation

Virtual Assistants for banking - Excellent customer service where it is needed

Payment transactions, account inquiries in online banking or the issuing of direct debit mandates are everyday financial transactions that everyone is familiar with and routinely carries out. The relationship with the trusted bank is therefore undoubtedly of particular importance. Banking transactions accompany people in numerous matters throughout their lives. To create the necessary level of trust, high-quality customer service is essential. With the use of virtual assistants, your bank can be reached for customer issues around the clock and on weekends without any waiting time at all.

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Industry Database
Available for
4 channels
Web, App, Messenger, Voice-enabled Devices
More than
15
finance use cases

Banking - Predestined for AI-powered customer communication

The use of chatbots/voicebots is particularly valuable when companies have to deal with a high volume of constantly recurring enquiries about numerous standardised issues and, at the same time, a consistent service quality with the best possible accessibility is required. It is obvious that these criteria are present in the customer service of banks. It is therefore not surprising that some banks have already discovered virtual assistants. Bank customers are looking for immediate and convenient ways to conduct their transactions, but at the same time they want a personal and human experience. Virtual assistants are therefore the ideal solution to improve the customer experience through perfected services and by still creating an increased cost efficiency.

The way to you - a customer decision

In order to ensure the best accessibility for your customers, to get in touch should be as simple as possible. It should be taken into account that not every customer wants to contact you in the same way. People who prefer a more non-binding communication would rather choose a chat. Those who like to pick up the phone and have a conversation will call. Nevertheless, both types of customers want their concerns answered promptly. The virtual assistants from bots4you can do both - welcome your customers with a natural voice around the clock on the phone or act as a competent chat partner in the customer portal or on your homepage.

Where our pre-trained virtual assistants are already helping

  • Contact search
  • Branch search
  • Pre-qualification and forwarding of complex customer enquiries
  • Making appointments
  • Setting up callback
  • Account balance enquiry
  • Assistance with opening an account
  • Advice in the event of card loss
  • Answering FAQs about online banking
  • Enquiries about transactions made
  • Information about standing orders

If you have not found your desired application area here - no problem! You can configure and expand your virtual assistant by yourself via our platform without any coding skills. You are also welcome to do this together with us.

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