Applicability

Bank sector

Today, the real trend in the bank sector is the Online Banking. In a few years, customers have been able to manage their bank account directly at home and through a smartphone app. As a matter of fact, they never go to physical bank branches more than once in a year.

The banks with no counters have become larger and larger in numbers, some are spin-off of traditional banks, while others are only online banks.

Using a Workbot in the bank sector allows us to exploit an innovative Home Banking service which is tailor-made. An actual and efficient support for the bank workers to their activities and interactions with customers.

The Workbot handles all the domains of the bank. Thus, the users can perform order transactions and look up their bank account in a simple and easy way.

The virtual assistant enables using a service that can:

.01MAKE REQUESTS RELATED TO BANK PRODUCTS, SERVICES AND PROMOTIONS, SUCH AS MORTGAGES, FUNDS, INSURANCES OR NEW ACCOUNT OPENING.

.02ASK FOR INFORMATION ABOUT THE ACCOUNTS, THE REGULATIONS, THE PROCEDURES OR DOCUMENTATION NEEDED TO HANDLE A PROCEDURE.

.03PERFORM ORDER TRANSACTIONS BY AN AUTOMATIC FILLING OUT, SUCH AS WIRE TRANSFER OR TELEPHONE CHARGE CARD.

.04LOOK UP THE ACCOUNT, LOOK AT THE BALANCE OR THE LAST TRANSACTIONS.

.05IMPROVE THE CUSTOMER EXPERIENCE THROUGH A VIRTUAL ASSISTANT CHAT WHERE THE ASSISTANT CAN IMMEDIATELY ANALYZE OPTIONS, REPLY AND OFFER A SERVICE BASED ON THE CUSTOMER PROFILE.