Banks and financial institutions face major challenges: hundreds of daily calls from customers seeking information, requests that need to be quickly qualified to direct them to the right advisors, appointments that need to be scheduled for personalized consultations, and telephone answering costs that are eating into profitability. During peak hours, how many customer calls go unanswered? How many customers turn to the competition because they don't get an immediate response? And above all, how much does a full-time telephone switchboard cost when calls are concentrated during specific periods?
Boost your company's performance with our artificial intelligence dedicated to the banking, insurance and finance sector: VOCALIS AI FINANCE.
VOCALIS AI - Our Vision
Faced with all these challenges, a solution exists: VOCALIS AI transforms your telephone reception into an intelligent voice assistant available 24/7 that automatically qualifies each request, schedules appointments with advisors based on needs, and answers frequently asked questions about products and services. Discover below how our conversational chatbot solves the specific problems of the banking sector and improves your customer service while reducing your operational costs by up to 70%.
VOCALIS AI - AI AT THE SERVICE OF YOUR BANK & INSURANCE
VOCALIS AI was quickly adopted by banking and insurance institutions in your country to perform repetitive or low-value tasks. Here are the problems our AI agent can solve for you.
Banks and insurance companies receive numerous calls with questions, appointment requests, and complaints. It is essential to quickly qualify each request to direct callers to the correct department.
Coordinating business appointments between several salespeople, managing time slots, and handling cancellations requires rigorous organization.
Distinguish between simple requests (account balance, information) and complex requests requiring an advisor, and guide each client effectively.
Customers often call outside of business hours. A 24/7 service is available to answer simple questions at any time.
Hiring customer service representatives represents a significant cost. Automation can reduce these costs by up to 60% for simple requests.
Meeting banking security requirements, regulatory compliance, and customer data protection is essential.
A few weeks after adopting the AI Assistant for your Bank or Insurance company, VOCALIS AI promises you several benefits:
Your voice assistant answers all calls, even outside of business hours. Customers can get simple information (balance, opening hours, branches) at any time.
The voice agent identifies the type of request, asks the relevant questions, and directs to the correct service (advisor, technical service, agency) or directly answers simple questions.
The AI voice agent suggests available time slots based on consultant availability, checks for conflicts, and confirms the appointment by email with the collected information. Confirmation is sent via email and SMS.
Artificial intelligence answers questions about the services offered (banking, finance, insurance), the prices, and directs users to the service best suited to their needs.
Automatic sending of reminders 24 hours before the business appointment, with a summary of the information collected, reducing no-shows.
Automatic updating of customer records in your CRM (Salesforce, HubSpot, etc.) with information collected during the call by the AI agent.
Secure connection with banking systems to provide real-time information (balance, recent transactions) after identity verification.
Collecting information on complaints, recording details, and transmitting them to the relevant departments with prioritization according to urgency.
Automated calls to follow up on interest after the appointment, collect feedback, and offer a personalized proposal.
VOCALIS AI - A tried and tested chatbot
They took the plunge and boosted their customer or sales service with VOCALIS AI technology; here's what they say about our artificial intelligence:
More than just words (laughs), VOCALIS AI really impacts your numbers from the first weeks of use and creates economies of scale.
These performances do not come from a miracle, but from a meticulous calibration between technology and conversational psychology.
The first AI for Business connected to WhatsApp
Customer habits at banks, financial institutions, and insurance agencies are changing, and so is our artificial intelligence: your customers contact you via WhatsApp? Sometimes in several languages? With the VOCALIS AI conversational agent, respond to them instantly in writing or by phone.
The gains obtained thanks to VOCALIS AI
Our clients have shared some figures with us following the adoption of the VOCALIS AI conversational chatbot. Here is a summary of their return on investment after several months of use:
Sector |
Main winnings |
Average ROI |
Time to Result (Average) |
|---|---|---|---|
Recovery
|
-60% Cost/Call
|
7X KING
|
1 Month
|
Energy brokers
|
+50% off appointments
|
4-9X ROI
|
2 Months
|
Insurance broker
|
+30% renewal
|
5X ROI
|
3 Months
|
Real estate
|
+40% increase in visits
|
3X ROI
|
2 Months
|
Training
|
+50% conversion
|
4X KING
|
1 Month
|
Headhunter
|
+300% increase in candidates
|
6X ROI
|
1 Month
|
B2B SaaS
|
+25% conversion
|
8X ROI
|
2 Months
|
Management Consulting
|
+40% CEO/CFO Meeting
|
5X ROI
|
3 Months
|
Nothing can replace a live demonstration of our VOCALIS AI chatbot in action, right in your own environment. In just a few minutes, you'll see how our solution can transform your customer relationships and accelerate the growth of your bank or insurance company.
