Automation and AI in banking: Banking through messengers

Organize communication with customers on their favorite messenger. Simplify daily banking with a personal finance bot, optimize your services, and provide 24/7 customer support with ConnectiveOne

One-click integration with

telegram color iconviber color iconfacebook messenger color iconwhatsapp color iconinstagram color iconicon website widgeticon skypeicon smsicon emailicon google maps

+ support for custom channels

AI financial assistant for bank client

Chatbots for banks

This solution provides an additional communication channel that can easily become a fully-fledged online assistant. While most banks offer browser versions or mobile applications, customers still prefer communicating via messengers for support. The convenience of conducting everyday financial transactions in instant messengers can attract new users who feel uncomfortable using web banking or installing mobile apps

What tasks can be performed in a chatbot?

Start with simple basic functions and gradually expand the capabilities. Where should you start?

Support & Contact Center

Offer customers the option to write to you instead of calling. Automate routine processes with scripts and ensure quick communication with a live operator

Automated AI support with scripts

Making a card

Accept applications instantly in the messenger. Leverage the advertising and marketing capabilities of instant messengers to attract more customers

Quick application for a card in the messenger

Additional services

Post daily currency exchange updates, information about bank branches and their working hours, including the nearest branches and ATMs

Information channel - news, work schedule

You can start without the need for integrations

At the start of implementation, complex integrations are not required, and customer data is not at risk

Gradual connection of integrations

Advantages of ConnectiveOne AI platform for banks

24/7 support on all channels

Access to services via chat, SMS, mobile applications and social networks, which allows customers to interact with the bank at any time and in a convenient way

AI support 24 7 365

Fast integration with banking systems

Easy integration with CRM, core-banking systems, ensuring work without interrupting business processes

Integration with CRM and banking systems

Hosting on your server

On-premise for maximum control over your business data

Hosting the chatbot platform on its own servers

Banking Automation Solutions

Help improve the efficiency of banking institutions and enhance customer service. Chatbots integrated with CRM, ERP, and core banking systems enable fast financial transactions, 24/7 support, and automation of routine processes. The implementation of automation optimizes business workflows, reduces costs, and attracts new customers through an innovative service approach.

And what else can be done?

Integrate with your database and expand the bank's capabilities in the messenger for low-risk transactions

Fast transfers

Ability to view balances on cards and quickly transfer between accounts

View balance sheets and transfer funds

Mobile balance top-up

Replenishing mobile accounts is one of the most common requests in online banking, and it can be done easily through messenger bots

Mobile Replenishment Chatbot

Card Security

If the card is lost or there are security problems, the client can quickly apply for its blocking

Quick card blocking via chatbot

Manage card limits

Customers easily submit a request to adjust their limit

Changing card limits

Insurance and additional services

Offer insurance and related services, set up alerts and ensure regular payments to customers

Buying a policy in a chat bot

Utility payments

Make it possible to pay for utilities in one click

Convenient payment for light and gas via chatbot

Why do banks choose chatbots?

A chatbot is more than just a bot. This is a tool that will help your bank:

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Improve customer service: quick responses, personalization, proactive support.
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Increase customer loyalty: satisfied customers are more likely to stay loyal.
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Gain competitive advantage: stay ahead of the competition by introducing innovative solutions.

Want to learn more about the benefits of chatbots and automation for your business?

We will answer all your questions!
Get a consultation
Automated Chatbot Responses

Get new customers

Ready for banking services right in your messenger?

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    Video verification of new users

    Use video to identify new customers through contact center solutions

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    Easy identification via FaceID

    Or allow new customers to open accounts for small transactions 24/7 and be identified through a simplified procedure with Liveness Detection

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    Grant loans and enable external payments

    Concise answers to important questions: no spam, unnecessary words, or intrusive suggestions

FaceID identification and video verification

Chatbot implementation in a bank

Do you want your bank to be a leader in innovation? Introducing a chatbot is a step in the right direction. Our chatbots provide 24/7 customer support, quick problem solving, and a personalized approach. Thanks to the chatbot, your bank will become more accessible and attractive to customers.

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EVERGREEN IT DEVELOPMENT LTD
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Offices: Kyiv, Warsaw, London