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Conversational AI & Banking

2022-07-30
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There has been a steady increase in the standard of customer service in the range of capabilities that automated systems offer. We’re now in an era of AI that can talk and is poised to change the way people interact with financial institutions and do their banking. With seamless omnichannel experiences becoming increasingly crucial for today’s consumers, banks need tools that allow them to deliver consistent messaging across touchpoints to keep their customers engaged. Let’s take a look at six specific benefits of conversational AI in banking.

'With the implementation of conversational AI, customers will spend more time communicating with brands than ever before.' -GenieTalkClick To Tweet

Benefits of AI in Banking

#1: Customer Self-Service & Guidance

The use of AI in conversation is predicted to provide customer self-service and guidance. We are witnessing a technological breakthrough that allows customers to receive the required information without having to go through multiple support representatives. This is practically true of contextual banking which allows customers to receive personalized financial guidance based on their specific situation.

Conversational AI could aid back-office employees to become more productive by providing them with information and insight in real-time. As chatbots and conversational AI systems are relatively new and not yet tested by banks, they will require high-end security standards before they can be integrated into production environments.

#2: Contextual Banking

Contextual banking helps a client with accurate information at the appropriate time. It offers customers individualized services and advice both inside and outside of their branch at the bank. Contextual banking is an essential element for self-service and guidance, as well as other services such as personal financial advice and secure payment transactions.

To provide contextual banking services, banks require real-time access to customer data and information to offer relevant products and services. AI technology has been an important factor in this trend by enabling banks to create actionable and scalable analytics capabilities.

#3: Personalized Financial Advice

Personalized financial guidance is a method banks can use to enhance the customer experience. It uses conversational AI to give customers real-time personalized information regarding their financial situation. The personalized financial advice you receive is available in two different ways:

  1. Customer service: The initial and most obvious method for customized financial advice is to assist customers with their daily banking requirements. This can include checking balances, moving money, paying bills, or paying off loans.
  2. Customer experience: Personalized financial advice can increase your interaction with your bank via any channel (online or on mobile). For instance, if you’re seeking student loans, your bank may notify you via email or text message to inform you of new programs that could benefit you, depending on your age and location.

#4: Back-Office Productivity

Back-office productivity is a well-known and widely understood benefit of using conversational AI chatbots. Through natural machine learning and processing of language, banks can automatize manual tasks, reduce costs, improve efficiency, and enhance customer service. Conversational AI chatbots automate repetitive procedures that are prone to error by humans. They also enhance the quality of data by reducing omissions or typos when performing important processes like opening accounts or applying for loans.

Conversational AI chatbots in banking can improve transaction processing speed by entering all of them at one time. This helps to avoid mistakes caused by fatigue or human error. It Improves accuracy by removing mistakes that occur when several people perform the same job, such as sending invoices manually across the various departments of an organization.

#5: Enterprise-Grade Security

AI is an important tool to protect your data. It helps detect cyber attacks and fraud, identify and reduce security vulnerabilities, ensure you are in compliance with laws such as GDPR, and carry out security tasks. Enterprises employ these tools to protect their networks and comply with regulatory requirements. An AI solution could increase the effectiveness of these programs by eliminating manual work from the process while decreasing costs.

#6: Omnichannel Banking Experience

The experience of the customer is an important factor in the market. The customer is becoming more demanding and is presented with a variety of choices. Their experiences are multi-faceted and multi-channel, personal, and relevant. The omnichannel banking experience ensures that customers can seamlessly interact with their bank through all channels. They can also communicate in real-time, meaning they don’t have to wait for a response or use multiple channels to obtain the required information.

A Tool for the Next Generation

With conversational AI, you will no longer have to navigate complicated menus or wait in line. Instead, your bank will not have restrictions on its offerings and will be able to provide specific financial advice and contextualized banking services tailored to every customer. With the implementation of conversational AI, customers will spend more time communicating with brands than ever before. And more importantly, these interactions will be personal. The future for banking is now here. It is not a matter of when, but how you will use AI to your advantage.

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  • Artificial Intelligence
  • Cybersecurity
  • Finance
  • Internet of Things

  • Artificial Intelligence
  • Cybersecurity
  • Finance
  • Internet of Things

参考译文
对话式人工智能与银行业
在自动化系统提供的能力范围内,客户服务的标准一直在稳步提高。我们现在处在一个人工智能的时代,它可以说话,并准备改变人们与金融机构互动的方式和银行业务。随着无缝的全渠道体验对当今的消费者越来越重要,银行需要工具,使他们能够在接触点之间传递一致的消息,以保持客户的参与。让我们来看看对话式人工智能在银行业的六个具体好处。人工智能在对话中的应用预计将为客户提供自助服务和指导。我们正在见证一项技术突破,使客户无需通过多个支持代表就能收到所需的信息。上下文银行正是如此,它允许客户根据自己的具体情况接受个性化的金融指导。对话式人工智能可以实时为后台员工提供信息和见解,从而帮助他们提高工作效率。由于聊天机器人和对话式人工智能系统相对较新,还没有经过银行的测试,因此在将它们集成到生产环境之前,它们需要达到高端的安全标准。上下文银行帮助客户在适当的时间获得准确的信息。它在分行内外为客户提供个性化的服务和建议。上下文银行是自助服务和指导,以及其他服务,如个人财务建议和安全支付交易的基本要素。为了提供相关的银行服务,银行需要实时访问客户数据和信息,以提供相关的产品和服务。人工智能技术是这一趋势的一个重要因素,它使银行能够创建可操作和可扩展的分析能力。个性化理财指导是银行可以用来提升客户体验的一种方法。它使用对话式人工智能为客户提供有关其财务状况的实时个性化信息。您可以通过两种不同的方式获得个性化的财务建议:后台办公效率是使用对话式AI聊天机器人的一个众所周知且被广泛理解的好处。通过自然的机器学习和语言处理,银行可以将人工任务自动化,降低成本,提高效率,增强客户服务。对话式人工智能聊天机器人自动化了人类容易出错的重复程序。它们还能提高数据质量,减少在执行重要流程(如开户或申请贷款)时的遗漏或错别字。银行业的对话式AI聊天机器人可以通过一次输入所有的AI聊天机器人来提高交易处理速度。这有助于避免由于疲劳或人为错误造成的错误。它通过消除几个人执行相同工作时发生的错误来提高准确性,例如在组织的各个部门之间手动发送发票。人工智能是保护你的数据的重要工具。它有助于检测网络攻击和欺诈,识别并减少安全漏洞,确保您遵守GDPR等法律,并执行安全任务。企业通过使用这些工具来保护自己的网络,并满足相关法规的要求。人工智能解决方案可以通过减少人工操作来提高这些程序的效率,同时降低成本。 顾客的体验是市场的一个重要因素。客户的要求越来越高,面临着各种各样的选择。他们的经历是多方面的,多渠道的,个性化的,相关的。全渠道的银行体验确保客户可以通过所有渠道与银行无缝互动。它们还可以实时通信,这意味着它们不必等待响应或使用多个通道来获取所需的信息。有了对话式人工智能,你将不再需要浏览复杂的菜单或排队等候。相反,你的银行将不会对其产品有限制,并将能够为每个客户提供特定的金融建议和上下文化的银行服务。随着对话式人工智能的实现,消费者将比以往花费更多的时间与品牌进行沟通。更重要的是,这些互动将是私人的。银行业的未来就在眼前。这不是什么时候的问题,而是你将如何利用人工智能为你服务的问题。
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