Automation in the financial sector

Problems to solve

Solution with BOT-IA

• Saturation of human agents with repetitive queries (balance, payments, products)

• Long waits to respond customers or process requests

• Entrepreneurs frustrated by lack of clear and timely information

• Risks in the manual handling of sensitive data

• Chatbots y voicebots 24/7 en WhatsApp, web and social networks

• Integration with CRM for tracking queries, payments and products

• Automatic sending of answers to frequently asked questions

• Personalized attention

• Need for immediate attention over multiple channels (web, WhatsApp, networks)

Advantages of having a BOT-IA product in the financial sector

Safe and reliable financial advice

Availability 24/7 without overloading the finance team

Automated management of product, transaction and support queries

Reduction of waiting times and human errors

Multichannel integration (website,WhatsApp, app,social media)

Custom chatbot

• Balance query, product types, interest rates, credit requirements

• Allows you to store and extract document information

• Available on WhatsApp, Instagram, Facebook Messenger and your website

Custom Voicebot

• Automated telephone service

• Ideal for older users or areas with low connectivity

• Customisation by type of product or query

Integrated CRM

• Recording of each interaction with users

• Viewing and tracking of financial products and transactions.

Statistics and analysis

• Measures response times, satisfaction and volume of interactions

• Generate reports at the required time

• Detects opportunities according to interactions

Integration and monitoring in communication channels

• Access to databases with permission control

• Tracking of application status (by number or document)

• Automatic generation of answers to frequently asked questions

Personalized web page

• View all customer information, statistics and flows

• Allows access to the platforms of communication channels and CRM

• Real-time interaction monitoring

• Upload of information material and updates of flows

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