Account Services Bot
What they do:
  • Gives users instant access to their account balance, mini-statements, and recent transactions.
  • Helps with opening new accounts or updating customer details like address and contact info.
  • Handles service requests like cheque book orders, debit card activations, or linking mobile numbers.
  • Allows users to perform banking tasks without stepping into a branch.
Benefit:
Makes everyday banking smoother and more convenient, saves time, and helps banks reduce crowding at physical locations.
Loan & Credit Support Bot
What they do:
  • Checks a user's credit eligibility based on their income and credit history.
  • Helps calculate EMI amounts, interest, and loan terms dynamically.
  • Guides users through the loan application, tracks the status, and assists with required documents.
  • Sends reminders for EMI payments so users don't miss due dates.
Benefit:
Simplifies the loan process, builds user confidence, and helps financial institutions disburse loans faster.
Investment Advisory Bot
What they do:
  • Suggests investments suited to each user's goals, income, and risk appetite.
  • Explains mutual funds, SIPs, stocks, and bonds in simple terms.
  • Lets users ask about their portfolio and make changes on the go.
  • Shares alerts about market shifts and suggestions for diversification.
Benefit:
Helps customers make smarter financial decisions, while also giving banks and advisors a chance to cross-sell investment products.

Fraud Alert & Security Bot

What they do:

Benefit:
Keeps customers safe, reduces the risk of fraud, and ensures the bank stays compliant with security regulations.
Customer Service & Complaint Bot
What they do:
  • Responds to questions about accounts, transactions, cards, and mobile banking.
  • Files complaints or service requests and updates users on progress.
  • Resolves most common issues without needing human help.
  • If needed, passes the chat to a human agent with full context.
Benefit:
Improves support availability, reduces call center load, and gives users a smoother, faster resolution.
Multilingual Financial Assistant
What they do:
  • Chats fluently in multiple Indian and international languages.
  • Understands and responds using local phrases and dialects.
  • Supports regional banks in reaching rural and Tier 2/Tier 3 audiences.
  • Offers statements, updates, and notifications in the user's preferred language.
Benefit:
Expands access to financial services for all, especially in regions where language has been a barrier.