Conversational Banking
Enable Simple and secure Banking through WhatsApp. Allow transactions, support and general information through personalized conversations. Save thousands of hours of work for yourself and your customers through instantaneous, round-the-clock communication.
Request DemoKey Use Case
01Digital KYC
Acquiring new customers in banking requires a significant amount of sales effort with multiple outbound calls and follow ups often required to close a sale. Several customers will have similar questions about a financial product which often need to be addressed by an executive. With the Banking Bot, multiple customers can interact with a single bot at a time convenient to them. Apart from providing information, the bot can also be configured to follow-up with a prospect. Once a new customer is acquired, KYC can also be done digitally over WhatsApp.
02Payments & Transfers
With conversational banking, payments are just a WhatsApp message away. Give your customers the freedom to transact effortlessly using the Banking Bot. Making or scheduling a payment can now be easily done through a simple WhatsApp chat, verified and highly secure.
03Account Management
Basic account functions like checking balance, statement requests, blocking a card, etc. can be enabled through WhatsApp providing the customer with convenience. In case of unfortunate events like fraud or loss of card, the customer is saved from long wait times and can instantly get his card blocked through a WhatsApp text. To put it simply, the customer is always connected instantly over WhatsApp.
04Customer Support
This is one area where the Banking Bot can really put things into perspective for customers as well as the bank. With WhatsApp, information can be instantly shared with the customer and requests/complaints can be taken in real-time. This saves a lot of time for the customer, and also a lot of effort for the bank. IVRs, long hold times and waiting for ticket responses are things of the past. Give your customer instant support at any time of the day through WhatsApp.
05Customer Engagement
Schedule updates, promotional and educational content over WhatsApp and add effective calls to action over WhatsApp. Don’t just rely on conventional communication channels to reach your customers. Personalize communication and engage better with individual customers to increase loyalty and satisfaction levels.
06Knowledge Base
Keep your customers well informed of your products, services and policies. Educate them about loans, investment best practices, provide tips on fraud prevention and updates on banking protocols to lead a financially productive life.
Unleash a new wave of digital convenience for your customers with the Banking Bot. It is quick, cost-effective and 100% secure.
| Basic | Pro | Advanced | Premium | |
|---|---|---|---|---|
| Channels | ||||
| FB | ||||
| App | ||||
| PWA | ||||
| Voice Assistants(Amazon Alexa, Google Assistant, Apple Siri) | ||||
| Telegram | ||||
| Service Partner / Field Force App | ||||
| Integrations | Limited | Limited | Custom Integration | |
| Standard API | ||||
| Customization | Limited | Yes | ||
| Reports | Standard | Standard | Standard + 2 Custom Report | Standard + 2 Custom Report |
| Menu Based Bot | ||||
| Campaign Manager | ||||
| WhatsApp Notification Manager | ||||
| Languages Supported | 1 | 1 | 1 | Multiple |
| Additional Language Support | ||||
| Address Management | ||||
| Advanced Analytics | ||||
| Activity Reports | ||||
| Service Ticket Management | ||||
| Self Service Content Hosting - Videos / Documents | ||||
| Bot Designer (WhatsApp / FB Messenger) | ||||
| Bot Configuration Manager | ||||
| Recomendation & Workflow | ||||
| Loyalty & Reward | ||||
| Google Location Services with Contact number | ||||
| Events | ||||
| Rule based Alerts & Reminders | ||||
| Notes | ||||
| Hierarchy Management | ||||
| NLP | ||||
| Advanced NLP | ||||
| Custom API Integration & Support | ||||
| Dedicated Hosting | ||||
| Dedicated Account Manager | ||||
| Sandbox Environment | ||||
| Customized Dashboard | ||||
| Data Backup | 1 Month | 3 Month | 12 Month | 36 Month |
| Audit Logs | ||||
| IP Whitelisting | ||||
| S3 - Storage | Upto 100 GB | Upto 200 GB | Upto 500 GB | Upto 10,000 GB |
| Additional Storage | ||||