Contact Center Solutions For Financial Services & FinTech

Predictive AI for building cutting-edge, self-service solutions for the financial industry

Predictive AI helped the global financial industry transform an operationally intensive service delivery model into one that is smart and built around self-service solutions. A higher share of AI-based, self-service solutions helps customers get tasks done without the rigors of navigating a manual process (translating to customer satisfaction). It also helps enterprises save on human capital, and therefore improve the bottom line.

The [24]7.ai customer engagement ecosystem ensures seamless integration, simple escalation, and effortless journeys, making it easy for banking customers to connect with financial service organizations. [24]7.ai’s Conversational AI includes 200+ prebuilt financial intent models that anticipate what customers want to get done and self-service technology that allows customers to resolve issues on their own. Customers can switch channels when desired without losing the context of the conversation.

Guiding the customer journey in banking

Seamless integration, simple escalation, and effortless journeys for Financial Services customers.

Transform your customer journeys with AI

Customer Acquisition

Product research
Comparisons and recommendations
Product upsell and cross-sell
Apply for products and services

Activation

Credit card activation
Account onboarding
Mortgage onboarding
Investment onboarding

Servicing

Authentication
Account management
On-demand banking
Payments and transfers
Fraud alert
Charge verification
Card unblock

Retention

Financial advice
Product advice
Fraud prevention
Loyalty programs
Chatbot banking transactions

AI-based applications for financial customers

Valuable insights, featured stories, and material to help you drive success.

Self-service is a win-win

Your customers want to feel confident and in control. You want to free up your human agents to engage in complex customer inquiries. Chatbots and intelligent voice and digital automation tools easily handle basic queries such as “best type of account,” “best credit card,” and “best mortgage options” in the customers’ channel of choice, anytime and anywhere. They get quick and efficient answers. You get more satisfied customers and higher revenues.

Digital Activation and Onboarding

Consumers want to onboard and activate their services quickly. Proactively remind your new customer to activate with a text message. Once a user has logged in to their account, [24]7 AIVA artificial intelligence technology understands consumer intent and proactively provides a prompt for card activation, along with other services. This experience promotes digital adoption, deepens the relationship and drives cost savings.

Simplify Customer Journeys

Consumers want to complete their transactions seamlessly. Offer the right assistance at the right time and in real time across all channels and devices so your customers can manage routine inquiries with simple FAQ chatbots via [24]7 Answers or engage with more sophisticated AI-driven chatbots via [24]7 Conversations. Whether they’re looking to pay bills, check application status, stop payments, or any number of services provided, with [24]7.ai you make their journey more meaningful and convenient.

Digital Activation and Onboarding

[24]7.ai wants to ensure rewards, fraud prevention and complaint management programs are working for you. Security and fraud prevention are ongoing concerns for customers. With [24]7.ai solutions you can deploy proactive alerts on banking journeys, such as fraud alerts and charge verification for optimal protection. Customers can easily and visually confirm charges or be seamlessly connected to an agent with a few clicks.