Finance & Banking

WITH EASY TO USE TO USE CUSTOMER SERVICE SOLUTIONS , YOU BLEND WINNING CUSTOMER SERVICE WITH FINANCIAL RESPONSIBILITY

GIVE YOUR CUSTOMERS THE HELP THEY NEED, WHEN AND WHERE THEY NEED IT.

Consumers are seeking a more personalized banking experience and customer service that is quick, easy and available across multiple devices. With so many choices available to consumers, banks and financial institutions are challenged when it comes to creating long-term customer loyalty. The institutions that stand out are providing efficient ways for customers to get things done when and where they want. Interactions multichannel Virtual Assistant solutions enable effortless, conversational options that put your customers at the center of their banking experience.

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  • More than 60% of banking customers use multiple channels – mobile, digital and phone – to resolve customer service issues.1
  • Customers who interact with your bank across multiple channels are more loyal and engaged – interacting with your bank 3 times more on average per quarter than single-channel customers.2
  • 1Bain
  • 2Bain

With multichannel solutions available across any device, Interactions technology increases customer self-service engagement by up to 40%.

The automated system understood our customers and their questions better than most humans do.

- Nathan Olson, VP, Customer Services

HOW CAN WE HELP YOU?

Your customers want to be able to complete their banking transactions quickly and efficiently. With superior accuracy and understanding, Interactions multichannel Virtual Assistant solutions expand what’s possible in self-service applications, empowering your customers to get more done in less time and allowing your agents to focus on more complex customer issues.

CUSTOMIZED SOLUTIONS FOR FINANCE & BANKING

Appointments

Make appointment setting easy. Your customers can use our highly accurate and powerful solutions to self-schedule time with their financial advisors or mortgage bankers.

Make it easier for your customers to:

  • Make or update appointments
  • Securely provide contact and other sensitive financial information
  • Update profile information

Banking Transactions

Give your customers an easy way to manage their transactions. Our conversational Virtual Assistant solutions are secure, efficient and cost effective, creating a positive customer experience.

Make is easier for your customers to:

  • Request account information and balances
  • Securely transfer funds
  • Update profile information
  • Proactively receive account updates

Branch Locator

Prevent frustration by making it easy for customers to find convenient branch locations and get to their appointments on time. Our conversational Virtual Assistant solutions are engaging, productive and reassuring.

Help your customers by:

  • Giving directions and sending links to interactive maps via text, chat and email
  • Providing office hours, services, addresses and phone numbers
  • Locating nearby branch offices

Account & Profile

We securely collect account information with over 95% accuracy, so your customers don’t have to repeat themselves or transfer to a live agent just to update a few details.

Make it easier for your customers to:

  • Create and update accounts in real-time
  • Set preferences and enroll in programs
  • Complete login and password resets

FRAUD ALERTS

Give your customers another reason to trust you, with a convenient and fast way to prevent and stop fraud. Go beyond simple alerts by giving your customers the ability to identify suspicious activity or approve charges without the need for frustrating call-backs.

Help your customers by:

  • Enabling authentication procedures to ensure secure information transfer
  • Sending proactive fraud alert messages
  • Providing multichannel options for viewing and flagging fraudulent charges

Proactive Communications

The right message at the right time builds customer loyalty. And with our Virtual Assistant solutions, these “push” messages are interactive so they also “pull” customers in – allowing them to take the next step.

Communicate with your customers to:

  • Provide overdraft alerts and account update information
  • Remind them of upcoming appointments
  • Perform satisfaction surveys

Loyalty & Rewards

Your loyal customers deserve the best self-service. With our patented technology, they don’t need to repeat themselves and you don’t need to stick to a script.

Help create loyal customers by:

  • Enrolling new members
  • Replacing cards and reset passwords
  • Providing redemption options and fulfill requests
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Effortless and Frustration Free

With Interactions, you can engage your customers in natural conversations, so they get more things done without the frustration of other automated systems.

  • Patented Adaptive Understanding™ technology delivers 95%+ accuracy
  • Resilient solutions easily handle accents, background noise and out-of-grammar phrases
  • Responsive technology conforms to callers’ intentions without forcing them down a prescribed path

BE WHERE YOUR CUSTOMERS NEED YOU

Your customers want to communicate with you in their own words, through their channel of choice. Interactions helps you deliver a consistent, hassle-free level of service across the channels your banking customers use most.