Conversational Banking:

Leverage our Banking bot to provide personalized white-glove service, pump up customer delight, and save a ton of cash.

Banking bots for customers:

Personal Banker

Personal Banker

Personal Banker helps you check your accounts, analyze spending, and apply for new services, just like you would at your neighborhood branch.

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Wealth Manager

Wealth Manager

Wealth Manager asks you intelligent risk assessment questions, suggests portfolio changes based on your goals, and helps you track portfolio performance.

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ATM Assistant

ATM Assistant

ATM Assistant helps you find ATMs enroute to a particular destination, and makes sure the ATM has enough cash for you.

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Mortgage Advisor

Mortgage Advisor

Mortgage Advisor understands your needs and helps you sift through various home mortgage offerings and HELOCs to find the mortgage product that fits you the best.

 

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Online Sales Associate

Online Sales Associate

Online Sales Associate helps you navigate the bank’s complex website and apply for a new loan by answering a few simple questions.

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Loan Service Agent

Loan Service Agent

Loan Service Agent sends you monthly loan statements and reminders and collects principal, interest, and escrow payments on your preferred dates.

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Banking bots for employees:

Commercial Account Assistant

Commercial Account Assistant

Commercial Account Assistant helps sales teams get the most updated view of their commercial banking customers and suggests relevant products and offers based on customers’ profiles.

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Activity & Lead Manager

Activity & Lead Manager

Activity & Lead Manager helps field sales staff plan their prospecting activities and customer visits as well as effortlessly update their CRM with lead notes and visit reports from their smartphone.

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Agent Navigator

Agent Navigator

Agent Navigator helps call center agents deal with critical requests from customers such as debt consolidation requests or policy surrender requests.

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