Financial Services

AI-Powered Virtual Assistants for Financial Services & Insurance

From acquisition to support, guide your customers through every stage of their financial planning journey with Haptik’s Conversational AI

Lead
Scoring
Product
Recommendations
Account
Opens
Registration
Queries
Account
Information
Instant
Support
Sales in finance industry
Haptik-AI-Expert
customer care in finance industry

Live Chat & Messaging

Provide instant support to your customers on their preferred communication channels. Reduce 90% customer care costs by automating frequently asked L1 queries. Deliver extraordinary customer experiences while simultaneously deflecting traffic from other expensive channels such as phone.

live chat and messaging in finance industry

Lead Generation

Convert website visitors into engaged leads using Intelligent Prompts. Provide value by guiding users about relevant financial services, and prevent users from dropping off by addressing common FAQs.

lead generation in finance industry

Conversational IVR

Swiftly handle inbound call center queries using intelligent voice assistants. Deflect expensive support calls from hitting human agents, saving costs. Leverage speech recognition to understand user intent and resolve queries accurately.

 conversational commerce in finance industry

Conversational Commerce

Proactively interact with users to qualify leads and identify sales opportunities. Categorize users based on user data and lead scoring to upsell and cross-sell new products, influence purchase decisions, recommend customized products and drastically improve conversions.


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