Automation and AI in banking: Banking through messengers

Organize communication with customers on their favorite messenger. Simplify daily banking with ai banking chatbots, optimize your services, and provide 24/7 automated customer support in banking with ConnectiveOne

Seamless one-click integration

telegram color iconviber color iconfacebook messenger color iconwhatsapp color iconinstagram color iconicon website widgeticon emailicon smsicon google maps

custom channel support

Interface of AI banking chatbots by ConnectiveOne: automated customer support in banking with options to apply for a card, find nearest ATM, or connect to a live operator via messenger banking platform

AI assistants for banks

This solution provides an additional communication channel that can easily become a fully-fledged online assistant. While most banks offer browser versions or mobile applications, customers still prefer communicating via messengers for support. The convenience of implementing banking automation software in instant messengers can attract new users who feel uncomfortable using web banking or installing mobile apps.

What tasks can be performed to automate routine banking processes?

Start with simple basic functions and gradually expand the capabilities. Where should you start?

Automated customer support in banking

Offer customers the option to write to you instead of calling. Automate routine processes with scripts and ensure quick communication with a live operator

AI assistant chatbot window with options for Payments and Credit to reduce bank contact center costs

Making a card

Accept applications instantly in the messenger. Leverage the advertising and marketing capabilities of instant messengers to attract more customers

Automated notification for card readiness to optimize and automate routine banking processes

Additional services

Post daily currency exchange updates, information about bank branches and their working hours, including the nearest branches and ATMs

Geo-location alert for a new bank branch with a Find out the work schedule interactive button

You can start without the need for integrations

At the start of implementation, complex integrations are not required, and customer data is not at risk

Ready-to-use banking automation software modules

Advantages of ConnectiveOne banking automation platform

Omnichannel banking support platform for 24/7 care

Access to services via chat, SMS, mobile applications and social networks, which allows customers to interact with the bank at any time and in a convenient way

ConnectiveOne 24 hours support widget from image showing how reliable AI assistants for banks improve banking customer loyalty with ai through instant non-stop responses

Fast integration with banking systems

Easy integration with CRM, core-banking systems, ensuring work without interrupting business processes

Seamless integration ecosystem powered by ConnectiveOne banking automation software, connecting financial bots with ERP, CRM, API, Salesforce, and Zapier modules

Hosting on your server

On-premise for maximum control over your business data

Enterprise-grade banking automation solutions and services stability dashboard icon

Banking Automation Solutions and Services

ConnectiveOne provides an advanced automation solution for banking to help improve the efficiency of financial institutions and enhance customer service. As a scalable banking automation software, our chatbots integrated with CRM, ERP, and core banking system integration workflows enable fast financial transactions, 24/7 support, and automate routine banking processes. The implementation of automation optimizes business workflows, helps reduce bank contact center costs, and attracts new customers through an innovative service approach.

And what else can be done?

Integrate with your database and expand the bank's capabilities in the messenger for low-risk transactions

Fast transfers

Ability to view balances on cards and quickly transfer between accounts

Frictionless automated payment confirmation integrated with core banking automation solutions

Mobile balance top-up

Replenishing mobile accounts is one of the most common requests in online banking, and it can be done easily through messenger bots

Automated mobile balance refill widget

Card Security

If the card is lost or there are security problems, the client can quickly apply for its blocking

AI banking chatbots security notification

Manage card limits

Customers easily submit a request to adjust their limit

Interactive card account dashboard integrated with banking automation solutions

Insurance and additional services

Offer insurance and related services, set up alerts and ensure regular payments to customers

Automated insurance policy purchase notification

Utility payments

Make it possible to pay for utilities in one click

Utility billing interface integrated with banking automation software to automate routine banking processes like electricity and gas payments

Why do banks choose ai banking chatbots?

A chatbot is more than just a bot. This is a tool that will help your bank:

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Improve customer service: quick responses, personalization, proactive support.
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Increase customer loyalty: satisfied customers are more likely to stay loyal.
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Gain competitive advantage: stay ahead of the competition by introducing innovative solutions.
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Reduce bank contact center costs: offload human agents by automating up to 50% of text-based repetitive requests.

Want to learn more about the benefits of chatbots and automation for your business?

We will answer all your questions!
Get a consultation
Automated Chatbot Responses

Get new customers

Ready for banking services right in your messenger?

  • Video verification of new users

    Use video to identify new customers through contact center solutions

  • Easy identification via FaceID

    Or allow new customers to open accounts for small transactions 24/7 and be identified through a simplified procedure with Liveness Detection

  • Grant loans and enable external payments

    Concise answers to important questions: no spam, unnecessary words, or intrusive suggestions

AI banking chatbots user verification interface from image showing identification completed notification for secure and frictionless customer onboarding

Enterprise FinTech chatbot development for banks

Do you want your bank to be a leader in innovation? Professional fintech chatbot development is the definitive step in the right direction. Our tailored solutions provide resilient 24/7 customer support, quick problem solving, and a deeply personalized approach to user interaction. Thanks to seamless chatbot implementation, your bank will become significantly more accessible, agile, and attractive to modern digital customers.

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EVERGREEN IT DEVELOPMENT LTD
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