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What can conversational AI do for Financial and Banking?

Stay ahead of competition by providing superior customer service

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What can conversational AI do for Financial and Banking?

Here's how we've helped the Finance sector adopt chatbot technology

Transforming customer service at scale

Attaining 90% cost reduction and increasing operational efficiency to help customers get swift and effective answers to their queries.

Financial service - specific use cases

Account Information

Provide customers with account balance, portfolio status, transaction details, statements etc.

Financial Advisor

Facilitate the 24-7 dialogue with your clients allowing the chatbot to take on the administrative task of client management and access to their portfolio and advisory research and assets

Application Status & KYC

Assist users with filling KYC forms and check the status of their applications

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Enterprise Bot Manager © 2019 Filament Consultancy Group. Registered in England and Wales –  Company Number 10180537. © 2019 Filament Consultancy Group Canada Limited. Registered in Ontario, Corporation Number 1995332.