Fintech Smart Skills
Build your Fintech chatbot in no time
We've helped Fintech brands build chatbots to solve numerous customer use-cases. Our extensive industry expertise has created a library of pre-built conversational workflows to help develop your Fintech bot quickly.
These "Smart Skills" enable your organization to go live in just a few weeks. Some popular use-cases are:
Verify account and Know Your Customer (KYC) - Let customers check, add, or update account and KYC information in real-time
Get fund details and recommendations - Educate users about investment options, step-by-step trading process, finance tips & more
Book calls with a finance consultant - Collect required information from the user and connect them to the right agent based on needs
Invest or Withdraw funds - Allow customers to make transactions with their funds
And lots more!