CASE DETAILS

A smart solution for a better banking experiences.

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Chatbot Financial Service

Financial Service: how chatbots improve customer experience in banking?

Chatbots automatically respond to loan inquiries, offer guidance for loan applications, send monthly payment reminders to customers, and collect payments.Use our banking chatbots to help customers better manage their personal finances with balance notifications, bill reminders, suggestions on how to save money, and more.

Categories

Chatbot

What We Did

Development
UI/UX
Flow design

Year

2018 (poc)

Client (white label)

Finance Services

PrestoBanco Bot: automate Loan Service with Messenger.

Your new virtual finance advisors

PrestoBanco Chatbot sends you monthly loan statements and reminders and collects principal, interest, and escrow payments on your preferred dates. Use our chatbot to automatically respond to loan inquiries, offers guidance for loan applications, monthly statements, payment reminders, payment for principal, interest, and escrow, delinquency handling. PrestoBanco Chatbot reduces loan servicing costs and proactively manage loan payments
PERSONAL FINANCIAL ADVISOR

Chatbots help customers better manage their personal finances (balance notifications, bill reminders, money saving… ).

PROFILED PRODUCT SUGGESTIONS

Chatbots suggest appropriate products that suit each customer’s needs, right when they need it, based on customer profile data.

AUTOMATE LOAN SERVICES

Chatbots automatically offer guidance for loan applications, send payment reminders to customers, and collect payments.

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