Gen AI for
Financial Services and Banking
business value and elevate your customer experience at scale.
Trusted by leading companies in Banking and Financial Services
Virtual Assistants are transforming the Banking and Financial Services Industry
75%
Auto-Resolution
Rate
50%
Improved Agent
Productivity
60%
First Call Resolution
Improvement
Use Cases
Account setup and
management
Assist customers with authentication, account setup and registration. Aisera’s Conversational AI can provide relevant account information, send notifications when the balance falls below a specified limit, open new credit lines and more.
Track payments and
deposits
Proactively notify customers of upcoming payment due dates. It enables customers to make deposits in a seamless and frictionless manner by accessing their account information securely to verify transactions and process payments.
Dispute transactions
Make it easy for customers to dispute financial transactions across multiple digital channels. Our intelligent virtual assistant simplifies and streamlines the process by reducing the time for customer discussions to help strengthen the relationship.
Replace stolen or
lost cards
Monitor transaction history and quickly report any suspicious fraudulent activity within an account. The digital assistant automates the process to report lost cards and apply for a new one.
Seamless bot to
agent hand-off
Bots can analyze natural language and utterance to interpret when a customer is frustrated or unhappy. It uses sentiment analysis to seamlessly transition the conversation to a live agent.
View Transaction History
Automate simple tasks, which would otherwise require agent assistance such as verifying identity, status of an outgoing payment transfer or providing the working hours of the nearest branch.
Learn how Carta Saved Over $1M with Self-Service Automation at Scale
Benefits
Up to 75% Auto-Resolution Rate with Conversational AI & Automation
Achieve over 85% CSAT with built-in analytics & finance-specific ontology
Save over $1M in customer service and support costs
Integrations
