SOLUTIONS | FINANCIAL SERVICES
Rulai conversational agents help customers find the financial product that’s best for them and will guide them through the sign-up process. Smooth onboarding removes barriers to entry and increases conversion rates for the bank.
Rulai-powered virtual assistants quickly access relevant systems to track down the source of potential fraud and expedite a resolution. Rulai pinpoints related transactions and initiates the best remedial action. Conversations can be mined to detect and report suspicious activity to comply with AML and other regulations.
Rulai makes it easy for customers to find ATMs, check balances, review statements, track trades, confirm transactions, make payments, or do any of the things that would normally cause frustration. Happy customers make loyal customers.
Rulai assistants interface with legacy banking systems to make it easy for employees to retrieve information and get things done. No more elaborate training sessions to learn outdated systems. Rulai automates workflows while interfacing with employees through natural language to help with onboarding, training, and customer support calls.
Some of the use cases that our platform can handle out-of-the-box: