Chatbot for Financial Services

The Chatbot secures a higher number of registrations and helps with recruiting new customers. Engage potential customers online with the chatbot. Simplify the buying process by answering questions 24/7, help with dilemmas, terminology, benefits, policies, personalized suggestions, discounts, promotions and more. Integrate the chatbot with your CRM and send new sales leads directly to your sales representatives with key information about the lead’s requirements.

Connect your customers with your insurance agency 24/7 from their desktop and mobile. Use the Chatbot to support your customers and provide instant answers for new policy suggestions, simplifying terminology, instant claim filing, educate potential buyers, money management and more. The Chatbot A.I. machine learning helps it learn new questions from conversations with real customers.

Engage and support customers with conversations across multiple channels and chatbots.

Help customer with personal online assistance. Ensuring constant communication addressing a wide variety of customers' needs. Customers get 24/7 automated guidance and get directed to live human operators when needed.

Integrate with your CRM and send new conversations directly into your representatives with key information.