BFSI
Revolutionize Financial Services with AI Journeys
Seamless Digital Onboarding
- Help customers explore your products on channels they love, like WhatsApp.
- Swap tedious forms and manual document collection for quick, easy conversations that keep customers engaged.
- Complete KYC, onboarding, and account activation through messaging, voice, or video — all in one smooth journey.
Drive Customer Value with Seamless Transactions
- Let customers pay EMIs, premiums, invest in stocks, or make deposits all through a simple chat experience.
- Increase payment completion rates using WhatsApp’s secure, built-in payment features.
- Send timely alerts, portfolio advice, personalized offers, and easy comparisons to encourage customers to act quickly.
Reduce Costs and Enhance Service with AI Support
- Resolve queries faster with automated FAQs and ready-made conversational flows.
- Handle complex questions through personalized text, voice, and video interactions that feel truly human.
- Use AI-driven predictions to help Relationship Managers build stronger, more profitable customer relationships.
Unparalleled Strengths
Omnichannel Finance
Connect effortlessly across 30+ messaging channels with text, voice, and video to deliver a seamless, modern banking experience.
WhatsApp Banking
Offer 24/7 banking services on your customers’ favorite chat app, available in 180+ countries worldwide.
Voice & Video Support
Bring voice and video AI to every touchpoint — inbound and outbound calls, IVR systems, voice notes, and virtual assistants.
Payments on WhatsApp
Enable customers to pay bills, EMIs, and make purchases directly within their chat safe, simple, and instant.
Digital eKYC
Simplify KYC with guided digital flows and online document uploads. Reduce drop-offs with easy anytime video verification.
AI Banking Assistant
Provide a secure, multilingual AI assistant that holds natural conversations across mobile and web, delivering personalized banking help around the clock.
Modern Retail Banking
Craft a connected banking experience with 150+ prebuilt conversational journeys that integrate effortlessly with your core, payment, and financial systems
Smarter Capital Markets
Automate trading, advisory, and investment interactions to boost efficiency and deliver a premium client experience.
Next-Gen Insurance
Simplify policy services, claims, and support with AI-driven journeys designed for today’s insurers.
Frictionless Payments
Offer secure, real-time payment and transaction capabilities through intuitive, conversational interfaces.
Member-First Credit Unions
Frequently Asked Questions
What is a finance or banking journey ?
A finance or banking journey is a prebuilt conversational flow that automates customer interactions from onboarding and KYC to payments and support across digital channels.
What are the benefits of an AI agent ?
An AI agent boosts efficiency, cuts costs, and delivers instant, personalized customer support and services 24/7, freeing up human teams for complex tasks.
How can I build a custom agent for my customer journeys ?
You can easily design a custom AI agent by defining your workflows and integrating it with your existing systems or use ready to launch templates tailored for finance and banking.