An assistant that resolves questions while your team handles procedures
Customer Service handles recurring questions about financial products, branches, required documentation, and procedure status in-branch or on digital channels, freeing up the team for higher-value service.
The same questions about products and procedures, over and over
Questions about required documentation, product conditions, or a procedure's status repeat dozens of times a day, taking time away from the branch team's higher-value service.
Lines during peak hours
The branch team can't keep up handling basic questions and managing complex procedures at the same time.
Repetitive questions
The documentation needed for a product or the status of an application is constantly asked.
Digital-only solutions
Most AI assistants are designed only for the online channel, without covering in-branch service.
Instant support inside and outside the branch
Handles recurring questions about products, documentation, and procedures, both in-branch and on digital channels, freeing up the team for what truly adds value.
Available in-branch and online
Works via tablet in-branch or online chat, not just on a single isolated digital channel.
Always accurate documentation
Answers what documentation is needed for each product or procedure, connected to current policy.
Real-time procedure status
Reports the status of an application or claim without the customer having to wait for a rep.
Frees up the branch team
Reduces repetitive inquiries so the team can spend its time on higher-value advisory work.
From the customer's question to an instant answer
The customer asks from the branch or online channel and gets an instant answer, with no waiting for a rep.
Works with your current CRM and product policies
Integrates directly into in-branch service, not just the digital channel.
CRM and policies
Customer CRM, product catalog, and current documentation policies.
Customer Service
Answers questions about products, documentation, and procedure status in-branch or on digital channels.
Response to the customer
Via tablet in-branch or online chat, with the option to escalate to the human team if the inquiry requires it.
The institution defines which product and procedure information is visible and the device to use in-branch.
Where the impact is most noticeable
Bank branches
Resolves documentation and conditions questions without the customer having to wait for a free rep.
Brokerages and insurers
Reduces the load of basic policy and claims questions during peak hours.
Institutions with high staff turnover
Maintains response quality even when the branch team is new or in training.
A bank branch that lost time on repetitive documentation questions
A real example of the kind of situation this solution solves.
During peak hours, the branch team couldn't keep up resolving basic documentation questions while also managing complex procedures.
Several customers waited several minutes for a question that could have been resolved instantly, creating friction in the branch experience.
Customer Service was installed on a tablet in-branch and started resolving documentation and procedure-status questions instantly.
The branch team started spending its time on higher-value advisory work, while repetitive inquiries resolved themselves even during peak hours.
Free your branch team from repetitive questions
We'll show you how Customer Service would work in your branch from the first week.