Get Started with Conversational Banking Today!
Explore the phases below and choose the best starting point for you and your team.
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Crawl What is it? Offer your customers or members a live chat solution for free with unlimited agents and chats. Get started with our Agent Desktop console to onboard agents and manage chat sessions. |
Crawl Channels Web, mobile, social (WhatsApp, FB Messenger, etc.) |
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Crawl Why now? Live chat is the first step in elevating your customer service experience and driving phenomenal business results. |
Crawl Benefits CSAT: Interact with customers on the channel of their choice |
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Crawl What do I need to get started? Add chat widget to your website and mobile banking. Add agents to live chat tool. |
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| FAQ Virtual Assistant | |
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Walk What is it? Virtual assistant that understands how to answer common FAQs in an unauthenticated self-service channel. |
Walk Channels Web, mobile, social (WhatsApp, FB Messenger, etc.) |
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Walk Why now? Now that live chat is operational, the next progression is to offer more self-service options and automation potential. |
Walk Benefits CSAT: Quick answers to questions |
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Walk What do I need to get started? Import or create FAQs for commonly asked questions and product features. |
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| Service Modernization | |
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Jog What is it? Virtual assistant that understands account balances, transfers, payments and transactions in addition to FAQS in an authenticated experience deployed on voice and digital messaging channels. |
Jog Channels Voice (IVR), web, mobile, social (WhatsApp, FB Messenger, etc.) |
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Jog Why now? The next progression is to automate the most commonly asked transactional questions and conversationally enable your own financial data on voice and chat. |
Jog Benefits CSAT: 24/7 answers to some questions |
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Jog What do I need to get started? Connect to core banking systems with pre-built integrations. |
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| BankAssist | |||
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Run What is it? Intelligent virtual assistant that understands 200+ retail banking use cases out-of-the-box in an authenticated experience on voice and digital messaging channels. |
Run Channels Voice (IVR), web, mobile, social (WhatsApp, FB Messenger, etc.) |
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Run Why now? The final step is to enable customers to interact with their finances end-to-end with a virtual assistant, from simple FAQs to complex transactions and processes on the channel of their choice across voice and digital messaging. |
Run Benefits CSAT: 24/7 answers to majority of questions in the channel of their choice |
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Run What do I need to get started? Connect to card platforms, payment providers and digital/mobile platforms with pre-built integrations. |
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| AgentAssist | |
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Cruise What is it? Agent virtual assistant that provides next best action suggestions, empathetic response suggestions, automations, information lookups and post-call wrap-up. |
Cruise Channels Voice (IVR), web, mobile, social (WhatsApp, FB Messenger, etc.) |
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Cruise Why now? Now that you offer a full retail banking virtual assistant experience, take the customer and agent experience to the next level with an agent assisting virtual assistant. |
Cruise Benefits CSAT: Faster high quality calls and chats |
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Cruise What do I need to get started? Connect to agent knowledge base and create agent-specific use cases. |
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Kore.ai Named a Leader in 2023 Gartner® Magic Quadrant™ for Enterprise Conversational Al Platforms
Ready to See it in Action?
Reach out to setup a time to chat with one of our team customers about how we can bring substantial value to your business. If you are looking to explore at your own pace, sign up for a free trial on our XO Platform.
