Promotion of self-service options for opening Business Accounts, sending periodic emails and/or SMS to the client and agent regarding missing files, and providing links to the forms for uploading the missing files.
In this growing catalog you can find use cases with specific solutions for the needs of your industry
Cloud SMTP with reports
Interface that allows applications to connect using SMTP to send in bulk highly traceable emails.
Telegram Chatbot for Sales Force Requests
Pre-structured automated responses to handle internal customer service requests made by the salesforce.
Lead Capture Landing Page
Prospect data capture web form integrated into a landing web page that automatically sends an email or SMS after the prospect’s contact information is captured.
Telegram Chatbot for Broker Requests
Pre-structured automated responses to handle internal customer service requests made by insurance agents and intermediaries.
Telegram Chatbot for Customer Service
Customer service solution that automates responses to messages and document self-services integrating chatbot technology through Telegram.
Facebook Messenger Chatbot for Customer Service
Customer service solution for banks that allows direct communication with customers, automating responses to messages and integrating chatbot technology through WhatsApp application.
Self-managed Customer Dossier Creation
Allows clients to self-manage their files, ensuring that all the documents needed to open the files are present and sends the necessary reminders.
Customer Profile Change Alert
Notifies the client in real time when their contact information or passwords are changed and gives a tool to confirm it.
Digitally Issued Service Contract
Automation to generate a digital service contract, based on a template, which inserts a digitally signed certificate in the issued document.
Allows to send text messages to mobile terminals around the world without having to deal with expensive infrastructure or connections from multiple operators.
Annual NPS Measurement – Net Promoter Score
Gauges customer loyalty by sending a survey to customers asking the single question to respond with a click
New Customer Effort Survey – Onboarding CES
Automation that asks customers how easy was the onboarding process using the Customer Effort Score methodology and trigger a followup according the response.
Customer satisfaction by product – CSAT Product
Automatically sends a message by email or text message to respond with a single click the customer satisfaction by product.
Checklist for digital customer onboarding
The checklist for client digital onboarding is an automation that gives the tools to the customer for completing tasks and uploading personal docs.
Customer contact data update automation
Customer contact data update automation provides alternative channels to collect contact information if message delivery fails.
Cross Channel One Time Password OTP
Automated solution that allows users to log in to a session or transaction through the verification of code sent through a different different.
Customer Centric Data Model for Banking
Customer centric data model provides the basis for storing data to track the evolution of customers and improve customer experience in banks.
WhatsApp Chatbot for Banking
Customer service solution for banks that automates responses to messages and allows document self-service integrating WhatsApp application.
Cross Selling for Investment Accounts
Automated cross selling for investment accounts with educational content to a segment of your clients and creates a score based on the customer’s interaction.