Build a conversational interface for your financial services brand. Serve customers using AI. With very high accuracy!

Leverage our state of the art deep learning algorithms to deploy a voice or text chatbot that helps banking customers get information about their account or investment fund, find the right credit card or home loan and get answers to frequently asked questions. 

Financial Services Use Cases

Common conversational use cases in Financial Services where a chatbot can be used to assist banking customers

Account Information

Account Information

Your customers can check account balance, recent transactions and look up bills that are due. They can check their spend the previous month by type, even pay their bills and make money transfers, all via voice or chat.

Product recommendation

Product Recommendation

You offer a host of products and services like checking and savings accounts, credit cards and loans. A Passage AI powered bot can recommend the right option to your customer by asking them a few questions.

Application Status

Application Status & Reminders

Once a customer has applied for a loan or a credit card, they can track the status of the loan via voice or chat. When a payment is due, you can send them a reminder on nearly 20 channels that Passage AI supports.

Customer service

Customer Service

A Passage AI powered bot can help answer questions such as finding the ABA routing number, activating an ATM card or resetting a passcode. The bot can also seamlessly handoff to your live agents when necessary.

 

Pre-trained Models & Banking Taxonomy

We have developed pre-trained deep learning models and a deep taxonomy that can help your bot perform at high accuracy

Product/Service Catalog

  • Category
  • Product/Service
  • Attributes

Credit

  • Credit Disclosure
  • Credit Freeze
  • Credit Report
  • Credit core

Credit Card

  • Application Status
  • Apply for a New Card
  • Balance Inquiry
  • Close Account
  • Credit Line Increase
  • Make Payment
  • Replacement Card

Fraud

  • Alerts
  • Detection & Prevention
    • Victims Resources

Home Loan

  • Home Equity
  • Mortgage Conditions

Loans

  • Application Status
  • Apply for Loan
  • Automatic Payment
  • Make Payment
  • Payoff Loan

Personal Banking

  • Checking Account
  • E-check
  • Electronic Deposit
  • Mobile Banking
  • Online Banking
  • Retirement Planning
  • Savings Account

Portfolio Management

  • Funds

Small Business

  • Payroll
  • Invoicing
  • Deposits
  • Lending

Platform Highlights

TECH HIGHLIGHTS

  • High accuracy (up to 95+% in field tests)
  • Native NLP support for 100+ languages
  • Text and voice capabilities
  • Fast and easy deployment
  • One-stop bot building, training, deployment, and analytics in the same console.

PLATFORM FEATURES

  • Deep vertical focus
  • State of the art deep learning
  • Zero-code bot builder
  • Intents, webhooks, decision trees, knowledge bases

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