Intelligent Virtual Assistant for Banking

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ServisBOT's Conversational AI platform helps retail banks to provide digital self-service solutions that enhance the customer experience while also bringing the benefits of automation. Our intelligent virtual assistant for banking can be designed for any type of customer interaction or journey, from responding to customer service queries to helping onboard a new customer, manage accounts, loan applications, credit card services, bill payments, and more.

ServisBOT's IVA for banking is about an automation-first approach where the virtual assistant is at the forefront of customer engagement, automating or partially automating the responses and workflows, but handing off to a human agent when needed. The IVA can thereby take care of the routine or common requests but with secure integration into customer and banking systems it can offer more personalized engagement and increased self-service. Our banking IVA can also be deployed across multiple digital channels using a range of engagement adapters that are available within the platform.

Key Features

ServisBOT's Banking IVA has the following features:

  • A customizable messenger that can be easily styled to reflect the bank's product or corporate brand.
  • Multiple digital channels - web, mobile, SMS, FB Messenger, WhatsApp, Slack, MS Teams, voice
  • Ease and flexibility of building and adapting the IVA - low code tooling for business users and developer tooling for enterprise developers
  • Choice of NLP engine (Lex, Watson, Dialogflow,Luis, Rasa) and ease of bot portability across different NLPs. No lock-in to a specific NLP.
  • API-led integration to business and contact center systems with out-of-the-box integrations to common CRM, contact center, and marketing systems.
  • Multi-bot orchestration architecture enables the creation of advanced conversational AI solutions that can handle different skills and use cases.
  • Can be deployed in public or private cloud or on-premise.

Key Benefits

  • An architecture and tooling that supports lower cost of building and maintaining conversational AI solutions.
  • End-to-end enterprise-grade security across development, integration, and deployment.
  • Ease of scaling to add more skills and functionality.
  • Ability to orchestrate multiple bots for a unified and enhanced customer experience.

Product/Service details