chatbot for banking and finance

Banking & Finance - Customer Engagement

Engati helped a large Indian bank with 1000+ branches engage better with their website visitors using a banking chatbot solution

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chatbot for banking and finance

The Solution - Better customer engagement with a banking bot

The company is a fast-growing private bank of India with 1.73+ crore customers. As it expands rapidly, there was increasing customer traffic on their websites. The company was looking to engage better with the new and repeat visitors. 
The solution derived was to implement a conversational banking technology - Chatbot. This bot is trained extensively to answer questions on services provided by the bank. The bot continues to handle large number of customer requests and has helped accomplish:
  • - Better engaged website visitors 
    - Improved Lead Generation 
  • - Increased Customer Satisfaction
  • - 24x7x365 availability with faster response times 
chatbot for banking and finance
Vertical
Banking and Finance
region
Region
South Asia
use case
Use case
Customer Engagement
live since
Live since
 March 2018

Chatbot features used

menu
MENU
NLP
Advanced NLP
broadcast
Broadcast
live chat
Live Chat

Numbers

0.5 million+
Interactions
12%+
Loan Request Leads
5.5
Average Asks per Conversation

Chatbot screenshots

banking bot
banking bot
banking bot