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FINANCE

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MAIN NAVIGATION

 * Projects
    * Swisscom Voice Assistant
    * RTL GZSZ Voice Skill
    * Carlsen Pixi Voice Skill
    * Duden Word of the Day Skill

 * Services
    * Conversational IVR
    * Conversational AI Strategy
    * Assistant Persona Design
    * Voice UX
    * Conversation Design
    * Chatbots
    * Voice Development

 * About Us
 * Blog
 * Contact
 * Careers


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MAIN NAVIGATION


SWITCH LANGUAGE

 * Deutsch de
 * English en

 * Projects
    * Swisscom Voice Assistant
    * RTL GZSZ Voice Skill
    * Carlsen Pixi Voice Skill
    * Duden Word of the Day Skill

 * Services
    * Conversational IVR
    * Conversational AI Strategy
    * Assistant Persona Design
    * Voice UX
    * Conversation Design
    * Chatbots
    * Voice Development

 * About Us
 * Blog
 * Contact
 * Careers

Finance

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FINANCE: CONVERSATIONAL BANKING

In the financial industry, conversational banking is the interaction with
artificial intelligence that provides information on financial issues. For
example, with a voice assistant, chatbot, or IVR.

Our focus on conversational forms conversational banking into a finance-centric
dialogue that is first initiated by a digital assistant and then possibly
continued by an employee. The goal is that customers are able to address their
concerns quickly and solve them intuitively.


BRING YOUR HOTLINE INTO THE CONVERSATION WITH CAI BANKING

 * #Voice Banking
 * #IVR

Discover blog article

Conversational Banking uses AI technologies to create a digital assistant as a
central point of contact for bank customers. The conversation comes to the fore.


RIGHT AT THE BEGINNING OF A CUSTOMER JOURNEY, CUSTOMERS ARE INVOLVED IN A
DIALOGUE

They are enabled to interact intuitively. This measurably improves the customer
experience. Financial service providers create a flexible and personalised
service that significantly increases the chances of building successful
relationships with their customers.


CONVERSATIONAL BANKING IS ALREADY HAPPENING



DNB Bank has automated 51 percent of its chat conversations (Source)

Erica, the digital assistant of Bank of America, is used by more than 12.2
million users. (Source)

Conversational banking can accelerate your revenue growth by 25 percent and
reduce costs by up to 30 percent, according to a report by Accenture.


IT’S ON THE RISE

Conversational Banking integrates messaging apps and voice assistants into the
customer experience of a bank. Including all advantages that text chat, voice
chat, and graphic elements offer for successful communication.




WHENEVER IT COMES TO SERVICE, CUSTOMERS ATTACH GREAT IMPORTANCE TO
COMMUNICATION.

This requires a high investment in competent employees, that are and remain
indispensable for customer service. In addition, a bank can use a digital
assistant for routine matters.

An AI-based chatbot can e.g., answer frequently asked questions. That way,
routines get completed for a fraction of the previous costs, and at the same
time, the customers' waiting times get eliminated.

Employees are now enabled to focus on complex questions and problems that
require a lot of empathy and judgment.


BANKING INVOLVES AN IMMENSE AMOUNT OF COMMUNICATION.

An AI-supported conversation system is therefore an ideal companion. The AI
answers a large part of the standard questions and employees solve complex
individual cases.

In customer service, a few repetitive questions are often responsible for a
large part of the communication. Conversational banking plays a significant role
in giving quick responses to customers, even when the volume of communication is
high. That strengthens customer relationships and gives you the freedom of
offering certain financial services all around the clock. 

Voice applications can also help customer service staff engage with customers.
Therefore, banks are starting to integrate AI-driven chatbots into their
customer experience design. As well as supporting conversations between
customers and employees through AI applications.



This trend was triggered by a shift in mobile communication from SMS to instant
messaging. While many industries have been quick to explore the possibilities of
messenger apps, the financial sector has been somewhat reluctant, but is now
catching up.

> Those who now build an interface for conversational banking can build on
> valuable experience.

Anna-Catharine Peterwerth / Voice User Interface Architect at VUI.agency

You can set the right course for a future-proof platform on which your customers
can use text and voice chats for their concerns as a matter of course. This
requires experts like voice user interface designers or computer linguists.

With their skills, you open the possibility to design a trusting interface with
which customers are happy to enter a dialogue.


CONVERSATIONAL BANKING OPENS DOORS


BE WHERE THE CUSTOMERS ARE

Customers spend a lot of time online on their computers or smartphones. And the
use of messenger services has increased significantly in recent years.

This is a good opportunity for banks to adapt to their customers' forms of
communication. Because many people do not want to be tied to a specific
communication channel, but rather choose their preferred form of communication. 




BEING AVAILABLE FOR YOUR CUSTOMERS 24/7

A conversational interface offers the possibility of being ultimately available
as soon as customers have a problem – regardless of their current location.

In addition, a voice assistant in customer service can be scaled up. This means
that banks are well-prepared for situations in which the volume of communication
suddenly increases immensely. Also, customers are much less likely to get stuck
in a queue. 




CONVERSATIONS CREATE CONNECTIONS

A customer dialogue offers more possibilities than, a mere presentation of text
on the website. That is because conversations can convey many more emotions.

And here comes a crucial point: Since there are fewer and fewer bank branches,
new ways of getting close to customers are heavily needed.

Here is where a conversational interface offers you a unique opportunity. For
example, as a chat application on the homepage or integrated into the banking
app. A cleverly designed conversational banking platform processes customers'
concerns centrally and in a network

> The possibilities of a Conversational User Interface in banks are almost
> unlimited. Now, the focus is on automating customer service.
> 
> But in the future, there is the possibility that Robo-advisors will go into
> conversation with customers. They will advise on all financial matters or help
> to save for the dream house... 24/7!

Markus Maurer / Coach for Digital Transformation & Communication


HOW CAN I USE CONVERSATIONAL BANKING FOR MY FINANCIAL BUSINESS

Conversational-Banking-Strategien bilden die Grundlage für einen erfolgreichen
Kundenservice. Zum Beispiel durch einen Chatbot, der Informationen rund um
Hypotheken bereithält.

Solange die Möglichkeit besteht, bei Bedarf mit eine*r Berater*in zu sprechen,
können digitale Tools die Customer Experience erheblich aufwerten.


CUSTOMER SUPPORT:


TEXT MESSAGING FOR REAL-TIME SUPPORT

Voice and chat apps as well as messaging apps offer personalised support in
real-time.

Expand text section Collapse text section

A digital assistant can help with simple banking transactions, such as a bank
transfers. For more complex questions, it can redirect customers to advisors who
can continue the conversation via live chat or secure messaging. Also, the time
in the queue can be used to get to know the customers.


SALES:


CHATBOT AND CO-BROWSING FOR ACCOUNT OPENINGS

A chatbot can start onboarding when a customer arrives at a high intent page,
interested in a certain product, like a new bank account.

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Once an advisor is free, they takes over via live chat, deepens the
conversation, and co-browses with the customer to fill out account opening
forms.


CONSULTING:


DIGITAL ASSISTANCE AND VIDEO CHAT FOR MORTGAGE ADVISORY SERVICE

Applying for a mortgage is a far-reaching decision. Clients want sensitive
advice and security.

Expand text section Collapse text section

Once they have arrived at a mortgage website, customers can be greeted by a
chatbot. It asks whether they would like to talk to a specialist. If so, an
advisor can initiate a video call to personally answer the questions.




THE FOCUS IS ON PEOPLE

At VUI.agency, we believe in conversational banking as a reflection of how
customers will be integrating banking into their future daily lives.

Not exclusively via mobile phone, video, or in person – but through a
combination of all these things. This requires a multimodal approach to
conversational banking.

The best conversations are still people-to-people conversations. But: they can
be facilitated and supported by technology in the best possible way.
Conversational banking combines linguistic know-how and AI with the human
ability to get in touch with other people.


LET'S TALK!

> Are you looking for your way into Conversational Banking? We look forward to
> an exchange with you. Let's talk about how digital assistance can represent
> your bank.

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