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The Power of Financial Customer Experience with AI

Invest in a customer experience that truly pays off.

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Financial Intents You Can Count On.

Our platform is already trained on key fintech intents to deliver quick time to value and spur long-term loyalty.

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Awareness

Return policies

Product policies

Offer details

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Consideration

Warranty details

Sizing availability

Personalized recommendations

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Purchase

Card issues

Cross-sell opportunities

Order modifications

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Service

Returns and refunds

Damaged products

Claims

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Loyalty

Proactive care

Tier-based messaging

Rewards and discounts

How Conversational AI Addresses Fintech’s Moments.

consumers

Revenue Moments

Drive consumers effortlessly from selection to cart with proactive recommendations on products to decrease cart abandonment and increase revenue.

Service Resolution Moments

Create an effortless experience that can turn returns into hyper-loyal.

Brand Experience Moments

Offer personalized and immediate service and delivery, from account updates, ordering status and tracking.

Loyalty Moments

Convert and capture new leads by incentivizing referrals and promotions.

Field Proven at Scale with Best in CX Results

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Tickets resolved on Day 1

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Reduction in support costs

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Increase in CSAT

Resource Highlights.

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