First-Class Banking Advice

Due to the increasing use of automation and AI, bank customers’ expectations of their bank’s consultation services are also rising. At the same time, banks have a genuine problem attracting junior employees, because today’s bank adviser’s workplace has not only become more complex in industry-specific and technical terms, but it also demands maximum precision and speed every day. 

From both the customer and adviser perspectives, digital banking therefore requires solutions that can process and map bank-specific expertise and solutions, that, at the same time, offer interaction opportunities for customers and advisers, where security is combined with convenience and simplicity. 

A valuable extension for banking, which uses AI to develop priorities for upcoming banking transactions and “next best actions” for promising cross-selling. 

With this Element, your customer data is updated periodically and reliably per the provisions of your local anti-money laundering laws. 

Another AI Element for the clustering of customer data records, which includes, among other things, a churn detection brain for banking. 

Using BSI CRM-integrated voice biometrics, this Element determines the identity of customers based on their voice and their answers to specific questions. 

Use the Teaser Element to present “next best actions” to your customers as teasers, pop-ups, or advertising banners in mobile apps and e-banking solutions.