Banking & Insurance
AI Solution · Omnichannel Support for Banking and InsuranceBanking & Insurance

One single solution for all your customer support channels

Omnichannel Support centralizes customer queries from email, WhatsApp, or web chat into a single solution with shared memory, handling claims, card blocks, and frequent procedures autonomously.

2-3 wks
visible ROI
-60%
support cost
1-2 wks
implementation
3
unified channels
The Challenge · Why customer support fragments

The customer writes on WhatsApp about a claim, then by email, and no one connects both conversations

Every support channel operates in isolation, forcing the customer to repeat their case and the team to lose context between one conversation and another.

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Disconnected channels

Email, WhatsApp, and web chat operate as separate silos, with no shared memory between them.

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The customer repeats their case

If they switch channels, they have to explain the claim or the procedure all over again to a different agent.

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Rising support costs

Managing each channel separately requires more resources than the actual volume of inquiries needs.

The Solution

All channels, one single conversation with complete memory

Unifies email, WhatsApp, and web chat into a single solution that autonomously resolves frequent administrative cases and escalates the sensitive ones.

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Shared memory across channels

The solution remembers the conversation even if the customer switches from email to WhatsApp or web chat.

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Autonomous blocks and activations

Manages card blocks or policy activations following the defined policy, with no human intervention.

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Frequent claims follow-up

Resolves status inquiries for a claim or dispute autonomously, freeing up the team for complex cases.

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Escalation with full context

When a case requires a person, it transfers the entire prior conversation so the customer never has to repeat themselves.

How It Works · The value, step by step

From any channel to resolution, without losing the thread

The solution handles the inquiry no matter which channel it comes through, and only transfers to a person when truly necessary.

Email, WhatsApp, web chatCustomer inquiryIdentify caseResolve autonomouslyUpdate CRM/coreClose or escalate
1
The customer writes through any channelEmail, WhatsApp, or web chat, all centralized in the same solution.
2
Identifies the type of caseRecognizes whether it's a block, a claim, or a frequent procedure inquiry.
3
Resolves following the institution's policyApplies the management rules defined by the business to act autonomously.
4
Updates the relevant systemReflects the change in the institution's CRM or core system to keep everything in sync.
5
Closes the case or escalates with contextResolves the inquiry directly or transfers it to a person with the full history already available.
Integration

Connects to all your usual support channels

Unifies the channels where the customer already writes, with no need to use a new tool.

Input

Support channels

Email, WhatsApp Cloud API, and web chat, all with shared memory.

Grovium Solution

Omnichannel Support

Autonomously manages frequent blocks, claims, and procedures, escalating when needed.

Output

CRM/core and human team

Direct update of the CRM or core and handoff to the human team with full context when necessary.

The institution defines the management policy and the priority channel before activating the solution.

Use Cases · The Business Value

Where the impact is most noticeable

Banking institutions

Manages card blocks and procedure inquiries without expanding the customer support team.

Auto and home insurers

Unifies claim-status inquiries from email, web chat, or WhatsApp into a single conversation with context.

Insurance brokerages

Reduces first-response time by resolving frequent cases instantly.

Problem → Solution

An insurer that was losing customers by making them repeat the same claim three times

A real example of the kind of situation this solution solves.

Before · the problem

A customer reported a claim on WhatsApp, didn't get a timely response, and then wrote by email, having to explain the entire case again to a different rep.

The support team had no visibility that both conversations were the same case, duplicating effort and frustrating the customer in the process.

After · with the solution

Omnichannel Support recognized the customer on the second channel, retrieved the full context of the WhatsApp conversation, and followed up on the claim without asking them to repeat themselves.

The support team stopped managing duplicate conversations, and the customer got a consistent resolution no matter which channel they chose to write on.

Unify your customer support into a single solution

We'll show you how Omnichannel Support would connect your current support channels with no loss of context.