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Banking & Finance

Chatbots for Banking and Finance

Use Chatbots for lead generation, customer support, user management and more.

Free 14 days trial. No payment info needed. No coding required.

Major Challanges in Banking & Finance

Digitalization has hit every sector, hard. And the convenience of doing everything from home and everything being available at the tip of the fingers has only just come into the spotlight.

It’s no surprise that the financial institutions across the globe are assessing the viability of exploiting chatbots for a variety of objectives like lead generation, customer support, user management and more.

Considering how the tech-savvy customer base is increasing every day. Boring old forms won’t do. 24/7 availability is a must and the quality of service cannot drop.

How eGenius can Help

rtual agents such as the eGenius Banking and Finance chatbot can offer “contextual” insight on the already available information. They can help customers find the nearest ATMs to their location or give them answers to the FAQs.

Their capability to change the conventional ways of form filling into interactive conversations drive your conversion rate higher.

Also, the chatbot can work as a customer service agent and interact with thousands of customers at the same time. There is no waiting time to get in touch with one of your agents.

Looking for Quick Solution? Browse our Templates

Loan Application Chatbot

Loan Application Chatbot

By gathering all the necessary and relevant details from your prospects, this chatbot template will help simplify your loan application process. It will help you prequalify applicants based on house status, monthly salary, etc.

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Automotive Loans Chatbot

Automotive Loans Chatbot

This Finance chatbot prototype is designed to reduce loan officers’ follow-ups. The process of authorizing a loan more often than not requires officers to obtain relevant documentation to verify borrower eligibility. Wouldn’t life be much simpler if you could have a chatbot which collects initial user details and checks their eligibility before passing the lead on?

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Bank Application Chatbot

Bank Application Chatbot

Banks offer excellent services. They store your money, pay interest on you, and even lend you loans. The only thing is that between you and those services there is a stack of forms. Wouldn’t it be awesome if there were someone who could complete all the boring parts? Well that’s the purpose of this bot.

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Why eGenius

Drag and Drop Tool

Quickly build your chatbots with easy to use drag and drop tool. You can customize it according to your needs anytime.

Higher Conversion

The ease of use and convenience mixed with a fun conversation can easily improve your conversion rates.

Interactive Conversation

Make your conversations interactive with easy-to-answer questions and more personalized responses.

Improve Lead Quality

Complete the lead qualification process with conversational questions and generate high quality leads.

24/7 Availability

24/7 customer support won’t be a problem anymore. eGenius can help your visitors with their queries at any time of the day.

Reduce Cost

eGenius can help you stay online and be available to everyone all day and night at a minimal cost.

FAQ'S

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