Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.


Botboarding is a chatbot platform we created for customer onboarding. Personalized chatbots can be created on the platform for any kind of service or product. The AI powered chatbots communicate in a human-like way and help financial institutions with customer data gathering and user profiling therefore making new customer onboarding more effective and successful. Users can even open accounts online assisted by the chatbot, by chatting in secure environments such as a company website or mobile app. The chatbots’ performance can be followed on a dashboard where real time analytics can be seen and instant advisory take-over can be done. The product offers everything out-of-the box, but every process can be integrated with the financial institutions’ CRM system as well.

Key Features

  • Out-of-the-box solution, ready to be used
  • Fully featured, cloud-based administration capabilities
  • The omni-channel (social messaging channels + website) approach means no need for installation
  • Clear overview of all chatbot workflows
  • Can be optimized efficiently
  • The workflow can be A/B tested with variations (such as different bot personalities)
  • Real time chatbot performance analytics

Key Benefits

  • Easy translation tools for multi-language (or multi-regional) implementation
  • Intelligent recommendations on how to make the bot better
  • Natural Language Processing (NLP) and Machine Learning (ML) capability
  • Data gathering conversion rates can be tripled
  • Easy integration with CRM systems
  • Seamless humantake-over of any chat flow
  • Chatbot assistance for downloading a secure app for video identification