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Why Conversational AI?
Effectively resolve omnichannel customer queries across multiple languages
Integrate with CRM systems for real-time service resolution
Collect qualitative and quantitative customer feedback on product/service offerings
Identify promising leads for the attention of the sales team
Promote products among prospective customers and use AI to improve lead conversion
Use cases for Financial Services
Bot Use cases

Product Discovery

Help customers find the right products and services you offer

Product Information

Answer FAQs and educate users about your products and services through a conversational interface

Application Status & KYC

Assist users with filling KYC forms and check the status of their applications

Account Information

Provide customers with account balance, portfolio status, transaction details, statements etc.

Financial Advisor

Effectively advise customers and help them invest in the right financial products

CRM Integration

Directly create tickets for offline resolution of user queries


Calculate EMIs, Interests and Eligibility

Lead Generation

Qualify and generate leads by informing and engaging prospective customers

Human Chat

Route complex queries to human agents in real time

Industry Case Studies, Blogs & News

  • Coverfox

    Case study

    How Haptik Created a Conversational Customer Approach for Coverfox

    "The Haptik platform is a great source of interested users for us. The chat driven format proves to be extremely engaging for our users, leading to high conversions. Highly recommended!"

  • Blog

    Chatbots in Banking – Examples, Best Use Cases and the Future

    Banks have been early adopters of most technological innovations. Learn about the use cases for which banks have deployed chatbot solutions, as well as examples of banking chatbots that have been successfully deployed across the globe.

  • AWS

    Case study

    How Haptik Redefined Direct-to-Consumer Advertising for HDFC Life

    "The Haptik chatbot has provided us with an innovative platform to reach out to and cater to the interests of the millennial customer. The response has been encouraging and I foresee a great potential through Haptik."

  • MQTT


    5 Chatbot Solutions For The Financial Services Industry

    Haptik has been working with enterprises across the Financial Services sector to develop chatbot solutions for various use cases. Read about a few solutions which have created true end-user impact.

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