FinServ Chatbot Template
Businesses in financial services can use this template to simplify processes around applying for insurance, loans, equity, etc.
- Instant installation
- Easy modification
- No-code deployment
- Fast time to value
Power smarter conversations by automating all financial conversations through personalized real-time information using the FinServ support chatbot.
YOU CAN OFFER CUSTOMERS INSTANT ACCESS TO: |
|
|---|---|
| Get life insurance |
Enable customers to choose, apply and purchase life insurance. |
| Get vehicle insurance |
Offer vehicle owners the option to pick car insurance suitable for them. |
| Invest in mutual funds |
Simply processes around joining a mutual fund. |
| Get a home loan |
Give future homeowners easy access to loans that are suitable for them. |
| Locate a bank nearby |
Help customers find the nearest bank/office to get answers in person. |
| Offer feedback |
Allow customers to share feedback on their online experience in real-time. |
And much, much more...
““Before we had Freshdesk Omni, we were struggling with the growth of customer operations at FinAccel. We were constantly firefighting all the time. There was no scope to track or measure the support operations, and it was a nightmare. To put some numbers on it, our answer rate on the phone was less than 40% and email response times abominable. This was something we definitely wanted to improve.””
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