Chatbots in Banking: Financing Made Friendly

Chatbots in Banking: Financing Made Friendly

Improve customer engagement, personalize marketing, automate financial services and reduce the load on your front line while earning loyalty. With speed & convenience.


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Top Benefits of Conversational AI in Banking

Chatbots in banking (website or messaging/brand mobile app bots) can help you improve speed and quality customer services, reduce costs, personalize banking experiences and even improve employee satisfaction. All thanks to features only a chatbot can offer:

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Customer Service Quality

Virtual assistants hugely improve customer service quality. Integrated with information database, curating answers on demand, resolving queries fast & in a natural way.

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Increased Engagement

The natural aspect of conversational banking makes it easier to engage customers which makes bots perfect for spreading news, and the word about new services and products.

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Personalized Marketing

Not every service fits all banking customers. Bots are unbeatable at collecting data naturally, bots help you create hyper-personalized campaigns and increase conversions.

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Helping Reduce Fraud

Customers don’t always check their email or banking app fast enough for effective fraud notification. Messaging app bots easily send alerts on channels where they are.

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Banking Omni-Capabilities

A financial bot assists customers, providing effortless interactions with your business anywhere & anytime, whether they prefer Facebook Messenger or WhatsApp.

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Integration Powers

Integrate a banking chatbot with your listings database, CRM and more to automate data collection and communication across customer journeys in a highly effective way.

What Can Landbot Do for Chatbots in Banking?

Landbot no-code builder enables you to design compelling multi-channel experiences in a matter of clicks. All thanks to its friendly no-code approach to chatbot building. Designing and deploying intelligent assistants have never been faster, simpler and easier to manage for non-tech professionals!

Intuitive Drag-and-Drop Builder

Create engaging chatbot interactions in just a few clicks using our drag-n-drop interface.
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Nocode WhatsApp Business API solution

Rich Responses & Media

Empower your bot with rich media like images, gifs, videos, buttons, carousels & more.

Organized Data Collection with Variables

Create customized variables to collect, store and organize client data in real-time.
WhatsApp Business API integration chatbot
Nocode WhatsApp Business API solution

Natural Language Processing with Dialogflow 

Enjoy Landbot’s nocode interface while benefiting from NLP capabilities of Dialogflow.

Hyper-Personalization with Conditional Logic

Make logic jumps based on a response or a combination of responses in real-time.  
WhatsApp Business API integration chatbot
Nocode WhatsApp Business API solution

Easy-to-Setup 3rd-Party Integrations

Integrate a variety of 3rd-party systems like your CRM to improve communication. 

Predesigned Templates

Leverage our pre-designed bot templates (e.g. event signup) to create bots in minutes.
WhatsApp Business API integration chatbot
Nocode WhatsApp Business API solution

Smooth Bot-to-Human Handoff

With a click, use bots to screen queries and transfer them to the right department instantly.

Integrations to Empower Chatbots in Banking

Integrations help turn chatbots into sales and data collection tools. Landbot chatbot builder and management platform allow you to equip your financial chatbot with means to gather, update and retrieve customer data, fulfill key actions and close sales without writing a single line of code.

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Set up action triggers inside conversation flows to send direct notifications from Landbot to your staff instantly and effortlessly (e.g. new potential student; course sign up; processed payment,etc..)
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Combine safety with comfort and convenience. Implement Stripe and let your customers complete their purchases without ever having to leave the conversation using a tool that inspires trust. 
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Keep your leads, customers, as well as your team, informed about key actions taking place during the automated conversations. Use the “Send an Email” function to send notifications directly from Landbot in real time. 
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Use MailChimp integration to build and upgrade your mailing lists with newly collected emails and other client data in an instant. With Landbot builder, all it takes is a click of a button. 
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Using Salesforce to manage your customer base? Connect your CRM with your banking chatbot assistant and update customer profiles with new information in real-time to leave no margin for error. 
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Collect key demographic and behavioral data to improve your services and identify new sales opportunities, by integrating your financial chatbot with Google Analytics. 
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Connect your chatbot with Google Sheets to automatically gather, update and retrieve data in course of a conversation to provide personalized service at a minimal cost.
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If rule-based bots are not enough to meet client needs, use the same no-code builder to create a chatbot driven by AI & natural language processing. Train it in Dialogflow and connect with Landbot with a click.
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No matter what tool you use to manage and drive your financial organization, Zapier integration allows you to link your bots to any of the 1000 apps and software tools available in its varied database. 

Chatbots in Banking: Top Use Cases

Chatbots in banking sector can be leveraged in a variety of situations both externally and internally, helping clients as well as employees. Financial institutions like yours stand to benefit from chatbots anywhere from customer service to HR, see a few inspiring examples below!

✔ Streamlined Live Chat

Save money and time by using chatbots to pre-screen and classify user queries, solve the simple ones and delegate the complex to appropriate agents when needed.

✔ 24/7 Support Anywhere

Provide instantaneous support 24/7 wherever your customers are. Leverage chatbots to answer FAQs, provide service and product information and assistance on the web or mobile.

✔ Employee Assistance

Conversational AI in banking can be also beneficial in training new employees, providing technical assistance for the internal system and offering basic HR support 24/7. 

✔ Personal Banking Services

Many clients still prefer personal one-on-one consultations. A bot can help them check account balance, spending habits and offer personalized advice on a channel where they feel at home. 

✔ Measuring Customer Satisfaction

Besides making feedback a natural extension of an existing conversation, bots collect data about customer preferences and sentiments giving you the information you need to improve. 

Create Conversational Experiences at Scale anywhere/anytime

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