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USE CASES

  • Banking
    • Open an Account
    • Check Balance & Transfer Money
    • Schedule an Appointment
    • Report a Lost/Stolen Card
    • Plan Investment & Process Trade
  • Insurance
    • Update Address
    • Add a Driver
    • Report an Accident
    • Make a Payment
    • Get a Quote
  • Healthcare
    • Schedule Appointments
    • Read/Change Appointments
    • Diagnosis for Appointment
    • Medication List
    • Get Care Team
  • Retail
    • Request Return / Exchange
    • Place an Order
    • Cancel an Order
    • Check Order Status
    • Modify an Order
  • Manufacturing
    • Fetch Equipment Information
    • Machine Maintenance Alerts
    • Maintain Safety Checks
  • Telecom
    • Make a Payment
    • Add/Change a Plan
    • Find a Store
    • Connectivity Issues
    • Activate a Phone
  • Travel
    • Booking Assistance
    • Loyalty Program
    • Virtual Help Desk
  • Media & Entertainment
    • 24×7 User Assistance
    • Enhance Customer Engagement
    • Larger Outreach

Use Case: Plan Investment & Process Trade

Industry Banking


Challenges:
  • Investment options and information are confusing and require doubts clarifications.
  • Such transactions collect valuable personal information.
  • Need to adhere to compliance and audit procedures.
  • Existing web or mobile channels are monotonous and banks lose upsell/cross-sell opportunities.
Solution:
  • The Kore.ai Banking Solution brings conversational interface on 35+ voice and digital channels, including FB messenger, WhatsApp, Alexa and more.
  • Customers interact with the assistant in natural language to engage in investment-related services.
  • The solution’s intelligence understands customers’ credit status, transaction history and presents upsell or cross-sell options.
Expected Benefits:
  • Offer timely, omnichannel, personalized service to the customers.
  • Save significant time for live agents.
  • Collect, retain and retrieve customers’ information as needed.
  • Improve chances to upsell and cross-sell opportunities.
Request BankAssist Demo
Banking Use Case Plan Investment & Process Trade
Report a Lost/Stolen Card
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