As a Bank Product, FinBot platform is disruption to your traditional CRM system where FinBot is default point of contact as it learns from each customer's contact records & financial history while it can be trained to your service desk manual, teller operations, and financial product advisory offerings

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FinBot platform brings power of algorithmic trading to retail users and investors. While it can inform about the latest stock prices, IPOs, facilitates trading transactions, hedging opportunities from derivatives while at the same time converses with the experience of a trusted capital markets advisor

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Solves the problem where insurance companies get to know why their existing consumers are investing with them by engaging conversations, suggesting suitable financial products including policy transfers, upgrades, and any communications. Does the onboarding job of customers who purchased the policy thus avoiding human intervention, plus facilitates online claim filing and processing

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Case Study: Insurance

Have n't we seen that selling an insurance requires:

  • Collecting customer data
  • Getting financial history
  • Mining other data for life & non-life insurance product offering
  • Building customized Financial Product
  • Product featuring in marketing channels
  • Helping explain new financial products
  • On-boarding the policy holders
  • Insurance Claims Filing & Processing

We sincerely believe that 'ALL' of these can be performed by utilizing our bot building platform with least possible human effort. We do not 'bullshit' you about AI, but offer you AI powered responses after pragmatic valuation alone. Plus we advise you to use secure channels for your conversations. For more details, please get in touch 🙂