Use Case: Schedule an Appointment
Industry Banking
Challenges:
- Certain specialized banking services or offers, such as home loans or payment deferrals, often prompt customers to seek in-person assistance or have numerous inquiries. However, gathering basic information, locating the nearest branch, checking availability, and booking appointments can be time-consuming. Meanwhile, agents may lack contextual customer data.
Solutions:
- Intelligent voice and digital virtual assistants offer round-the-clock support for customer queries regarding specific services or offers.
- These assistants engage in proactive conversations, gathering customer needs and providing relevant information with context.
- They can assist in selecting options, scheduling appointments, and providing necessary details to agents, with follow-up as required.
Benefits:
- Instant access to contextual information for customers.
- Efficient gathering of basic information and clarification of initial queries.
- Substantial time savings for physical agents, leading to improved customer service.
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