Kore.ai Logo
  • Home
  • By Industries
  • By Functions
Contact Us Marketplace Academy
Sign In
Try for free

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

Using AI to Check Balances & Transfer Money

Industry Banking


Challenge:
  • Transferring funds is a multistep process that involves adding or selecting a payee, choosing an account, checking the balance, and specifying the amount and date, all before finally initiating the transfer.
  • Performing this multistep process over the phone or with a banking app often adds more steps and time.
Solution:
  • Intelligent Virtual Assistants (IVAs) allow customers to perform transactions with a conversation across mobile, chat, web, and even SMS.
  • IVAs are available 24/7 for self-service but can seamlessly transfer to a live agent when needed.
  • Intelligent Virtual Assistants have pre-built integrations into bill pay and P2P systems, creating a seamless experience.
Benefits:
  • Increase satisfaction by allowing customers to bank on their terms.
  • Cut down the time needed to complete banking transactions by 60%.
Banking Use Case Check Balance & Transfer Money
Request BankAssist Demo
Open an Account
Schedule an Appointment
Kore.ai Logo

like what you see?

Let’s work together

Get answers and a customized quote for your projects

Submit RFP

AI Offerings

  • AI for Work
  • AI for Service
  • AI for Process

Kore.ai Agent Platform

  • Agent Platform
  • Multi Agent Orchestration
  • AI Engineering Tools
  • Search and Data AI
  • AI Security, Compliance,
& Governance
  • No-Code & Pro-Code Tools
  • Observability
  • Integrations

Solutions

  • Retail
  • Banking
  • Healthcare
  • HR
  • IT
  • Recruiting

Developers

  • Community
  • Docs
  • Kore.ai Academy
  • Status
  • Changelog

Resources

  • Blog
  • Webinars
  • Whitepapers
  • e-Books
  • Case Studies
  • Research Analysis

Support

  • Partner Program
  • Our Services
  • Get Support
  • New York, USA
  • Orlando, USA
  • London, UK
  • Frankfurt, Germany
  • Dubai, UAE
  • Hyderabad, India
  • Seoul, South Korea
  • Tokyo, Japan
  • Privacy Policy
  • Terms of Service
  • Acceptable Use Policy
  • Cookie Policy
  • Intellectual Property Rights

© 2025 Kore.ai Inc. All trademarks are property of their respective owners.

Facebook
Twitter
LinkedIn
YouTube
Vimeo
GitHub
Telegram

We use cookies to allow us to remember you. To find out more about the cookies we use, see our Privacy Policy and Cookie Policy