In the financial services industry user demand for stellar customer experience is constantly increasing:
76% expect to engage with someone immediately when contacting a company
68% expect all experiences to be personalised
AI enables business process optimisation for an omni-channel world, empowering you to serve customers at scale in a way that feels like they're engaging with an actual person.
Characteristics of processes that are ripe for AI automation:
Multiple steps
Possibly across multiple channels (e.g. web and call center)
Steps possibly completed in several discontinued sessions (e.g. document upload)
Processes that may require intervention (approvals, underwriting)
To enable effective benefits realisation from AI automation in financial institutions, it is critical to embed technology within the service transformation plans of financial institutions and not be an afterthought.
The first step to automation brings together the elements of language understanding and generation as well as process or customer journey automation through a chat-based VA. Then speech can be overlayed on top of that initial activity.
Examples of EBO's Top Uses cases for Financial Institutions are:
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Key Insights
In the financial services industry user demand for stellar customer experience is constantly increasing:
76% expect to engage with someone immediately when contacting a company
68% expect all experiences to be personalised
AI enables business process optimisation for an omni-channel world, empowering you to serve customers at scale in a way that feels like they're engaging with an actual person.
Characteristics of processes that are ripe for AI automation:
Multiple steps
Possibly across multiple channels (e.g. web and call center)
Steps possibly completed in several discontinued sessions (e.g. document upload)
Processes that may require intervention (approvals, underwriting)
To enable effective benefits realisation from AI automation in financial institutions, it is critical to embed technology within the service transformation plans of financial institutions and not be an afterthought.
The first step to automation brings together the elements of language understanding and generation as well as process or customer journey automation through a chat-based VA. Then speech can be overlayed on top of that initial activity.
Examples of EBO's Top Uses cases for Financial Institutions are:
Take your first step in Conversational AI
Download your Financial Services AI guide, depending on your industry.
"The project with EBO has allowed us to leverage the power of AI, in keeping with our mission, to make the banking experience simpler and more personal."
Daniel Cassar, Head of Digital Innovation, APS
"We've chosen EBO as a partner to help us adopt innovative technology that allows us to scale and deliver services more efficiently and effectively for our customers."
Peter Bugeja,Head of Technology Solutions & Digital, MAPFRE
It all starts with a conversation.
Book a free consultation with our Financial Services Director, Nick Moffett.
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