Use Case: Open an Account

Industry: Banking


  • Opening a bank account is a tedious and time-consuming process.
  • It involves educating customers on various account types, benefits, the overall process, clarifying customers’ doubts, and more.
  • Requires document collection, verification, and other compliance formalities
  • Repetitive questions from every new customer and other processes take several hours of a live agent and delay the overall process.


  • Intelligent Virtual Assistants on the web or mobile channels can help address initial queries, document collection and follow-up communication with customers.
  • The Virtual Assistant can collect required information and documents such as SSN, State issued ID card, address proofs from the customer in a guided conversation, thereby delivering a hassle-free experience.
  • The Virtual Assistant can communicate with the customer over SMS or email or even over-assisted chat.


  • Speed up the account opening process by 2X.
  • Save live agent time for more valuable calls/tasks.
  • Enhanced customer experience.
Banking Use Case Account Opening