Use Case: Open an Account
Industry Banking
Challenges:
- Opening a bank account is often tedious and time-consuming, involving educating customers on various account types, benefits, and the overall process, as well as collecting and verifying documents.
- Repetitive questions from new customers and other processes consume hours of live agent time, causing delays.
Solutions:
- Intelligent Virtual Assistants (IVAs) on web or mobile channels can address initial queries, collect required information and documents, and communicate with customers via SMS, email, or chat.
- This streamlines the process, resulting in a hassle-free experience and faster account opening.
Benefits:
- Speeds up the account opening process by 2X.
- Saves live agent time for more valuable tasks.
- Enhances customer experience.
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