Use Case: Plan Investment & Process Trades
Industry Banking
Challenges:
- Investment options and information are confusing, requiring clarification.
- Transactions collect valuable personal information.
- Adherence to compliance and audit procedures is necessary.
- Existing web or mobile channels lack engagement, leading to missed upsell/cross-sell opportunities.
Solutions:
- White Gator AI’s banking solution introduces conversational interfaces across 35+ voice and digital channels, such as FB Messenger, WhatsApp, and Alexa.
- Customers engage with the assistant in natural language for investment-related services.
- The solution's intelligence analyzes customers' credit status and transaction history, presenting upsell or cross-sell options accordingly.
Benefits:
- Offer timely, omnichannel, personalized service to customers.
- Save significant time for live agents.
- Efficiently collect, retain, and retrieve customers' information as needed.
- Improve chances to capitalize on upsell and cross-sell opportunities.
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