How chatbots can help in Finance?
The following are some of the use cases of chatbots in the Finance industry.
1. Lead Generation
Chatbots can act as a good lead generation agent by providing a good and engaging conversation. The generated leads can be saved in your CRM application by integrating the CRM APIs to the chatbot.
2. Product Discovery
Customers can have a conversation with the chatbot in natural language and discover the products or services that best suits their requirements. The customers can ask for more details about the product and also ask any queries about the product or service. The chatbot will be answering them.
3. Product Information
Chabots can provide necessary information to customers about the products including the product details, price of the products and can also provide answers for frequently asked questions about the product.
4. Manage online applications
Customers can apply online for different products and services available through the chatbot.
5. Account Information
Customers can get any account related information whenever they need. The account information includes information like account balance, any application status, due dates, transaction details, account statements etc.
6. Financial Advisor
Chatbots can effectively advise customers and help them to invest in the right financial products.
7. Calculators
Customers will be confused about the different financial rates that comes when they purchase any financial products. Chatbots can provide calculators that will help them their EMIs, interests etc. with ease.
8. Human agent handover
If the customers have any queries specific to them and need more assistance from a human agent, the chatbots can handover the chat to human agents. The bot will be transferring all the data collected by them to the human agent, so that they can take the chat from where the bot left the conversation.
9. Third party Integrations
Chatbots can be directly integrated with your CRM applications or online ticketing application for further resolutions. This helps to manage the leads or tickets at one place with ease.
