A dedicated relationship manager serving your banking and investment management needs

Chatbots will crunch the numbers and do all the heavy lifting so you can focus your efforts on building relationships and better serving client needs

24/7 service for your banking and investments

Tailored to your needs at any time of the day, worry no more about opening hours or having to consult bank personnel and enduring long waiting times.

  • Responses at lightning speed

    We get it – time is money. Our chatbots are engineered to respond quickly and accurately, so you’ll never find yourself stuck on landing pages or being placed on hold.

  • Form filling and easy reporting

    Opening up an account? Applying for a financial instrument? Lost your card? Simply inform the chatbot, and it’ll handle the rest.

  • Data extraction, visualization and more

    Explore the many automated functions the chatbot can offer, like calculation and analytics. Get more out of your data, so you can better make banking and investment decisions.

Botbot.AI allows your customers to fill in any forms via a chat

Form-filling, minus the hassle

Filling in forms with pen and paper just creates too big of an inconvenience for all sides. The chatbot’s form-filling capability guides you through the process and digitizes all input, all via chat. This way, you only need to provide their information once, and bank personnel can then focus on serving your needs directly!

Cut down unnecessary workflows

Traditionally, RMs delegate data extraction and analytics to analysts. Most of the time, this requires data retrieval from multiple sources and through multiple conversations. With access to your database and back-end systems, you can easily get your workflows automated — from pulling the data, performing the calculations, to delivering the numbers or graphs to the RMs. The analysts can then better utilize their experience and expertise in doing market research and analysis.

Botbot.AI simplifies and expedites layers of process behind every RMs
Botbot.AI tells you your customer demand and gives insights on relevant products to push

Push only relevant products to your customers

Discover what your customers are talking about, what they desire, and get insights on what new products you can build to cater to demand while adding revenue to your pocket. You can also check out customer feedback on your existing products, and figure out how you can add value for your customers.

Other chatbot solutions that might be useful for you

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Botbot.AI in Action - Food & Beverage Chatbot
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Add items to cart

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Check your cart on the go

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Make payment via a chat

Dining experiences begin long before the food tasting

Make each interaction with your brand an impressive one. From reservations to orders, we craft delightfully intuitive conversations that personify your brand – every interaction counts!

Learn more about who’s dining with you from conversational data: their culinary preferences, most requested food items, and of course, feedback on your current menu!

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Botbot.AI in Action - Retail Chatbot
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Browse through product catalogue

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Check out product availability via a chat

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Get suggestions on the best alternatives

Personal shoppers for all your customers, no matter their needs — give them a shopping experience to remember

Your shop assistants can’t do it all at once. Let a chatbot clear the most menial and repetitive of queries – be it checking stock or remembering preferences – so they can move on to establishing rapport with your customers.

Free up mindspace to make better business decisions. Chatbots can manage your inventories, push promotions and collect customer data on your behalf — all so you can be out there doing what you need to. 

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Botbot.AI in Action - Onboarding & Training Chatbot
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Educate with engaging onboarding materials

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Test their comprehension

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Deliver an onboarding program via a chat

Get your new hires up-to-speed quickly, with consistent provision of useful and engaging materials with constant supervision

There are so many things that your new hires need to catch up with. Our chatbot provides excellent guidance to a new environment along with engaging materials, tests of comprehension, progress tracking and reminding the users.

On your side, get a sense of how effective the current onboarding and training program is, based on progress data that the chatbot collects and iterate accordingly.

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Botbot.AI in Action - Consumer Banking Chatbot
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Delivers a range of consumer banking services via a chat

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Provide useful additional information, before being asked for!

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Request more information for a more specific service

A whole new level of banking — no more complicated apps, nor the hassle of calling call centres — everything is now on chat

Not a fan of waiting for the phone operator to tell which number to press to be redirected to relevant staffs? With its natural language understanding, your banking customers can speak as they do to the bank staff — minus calling customer service.

For the bank, it’s not just automating the consumer-facing conversation. The chatbot can perform actions such as reserving a stock with certain conditions or filing lost credit card reports.

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Botbot.AI in Action - Customer Service Chatbot
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Cater to a range of service functions via a chat

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Provide adequate details — helpful and intuitive

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Appear in an appealing user interface

Admit it, most customers would rather contact you and ask their questions directly than to even try finding it in your FAQs

It is indeed more convenient for a customer to engage in a conversation to retrieve the answers they need — less effort is used. Use a chatbot to handle these repetitive customer conversations, and give them immediate responses at anytime.

With its capability of natural language understanding, customer service experience will not be compromised by much. And, you are cutting the cost of customer service.

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Botbot.AI in Action - Human Resources Chatbot
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Retrieve requested data via a chat

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Remind the user of required actions

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Send leave request via a chat

It’s annoying when people keep asking the Human Resource Department admin questions

Please dear colleagues, ask admin questions through a chatbot, and stop bothering HR peeps with the same questions: how many days of leave are left for me, what’s the Wi-fi password, etc. Ask the bot, and you’ll get an answer within seconds.

It happened earlier that a chatbot and artificial intelligence managed to identify flaws in the existing leave policies and the general sentiment of the employees towards the company.

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Botbot.AI in Action - Customer Service Chatbot
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Facilitates fault reporting and troubleshooting process

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Request more information for more targeted action

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Enable troubleshooting and problem-solving in a targetted manner

Faults reporting, IT support, and more — respond, troubleshoot and resolve

The chatbot classifies your report and links you up with the relevant personnel who can help troubleshoot or fix the problem. This can range from a simple fix, such as a printer paper jam, to bigger issues, like electrical failures.

It doesn’t stop there. Beyond manpower management for IT Support or general facilities management, the chatbot also gathers data that can help you track fault occurrence and equipment life-cycle.

Talk to our Banking & Investment chatbot

Let us know how we (and our bot) can reach out to you