BankAssist image

BankAssist

By Kore.ai
Quick Connect

BankAssist - The pre-built virtual assistant that leverages large language models to enable conversational banking. One instance of BankAssist integrates with voice and a variety of digital channels including web, SMS and social media.

Meta information

Platform

Premier

Click Contact Me to discuss compatibility for:

Precision Signature

Requirements

Communicator Open

Implementation Details

Type: Quick Connect
Timeline: 30 calendar days
Fees: No Fiserv implementation fee with Communicator Open

Highlights

  • Streamline Access to Account Details

    Automate routine customer inquiries related to account/routing numbers, as well as check balances across various accounts.

  • Simplify the Payments Process

    Whether for credit lines, mortgages, loans, or beyond, enable your customers to conversationally keep their accounts in good standing.

  • Review Transaction Details

    Allow customers to easily review and extract insights from their spending history and even dispute transactions when necessary.

  • Balance Management

    Ease customers’ access to information for standard procedures like phone number updates, funds hold release requests, and stop payment requests.

Overview

Kore.ai's BankAssist is an intelligent virtual assistant built with conversational AI capabilities that deliver a personalized, conversational banking experience through a wide range of voice, SMS, and digital channels.

It comes pre-trained with 400+ retail banking use cases to handle the most critical customer queries, transactions, and requests. Maximize opportunities to provide relevant product information to customers to drive up-sell/cross-sell. 

For customers with more complex needs, seamlessly transition the conversation to your live agents with contextual insights.  85 of the use cases leverage integrations with your Fiserv Core Banking platform.

Note that not all use cases for the BankAssist app are implemented via Fiserv APIs. Please contact Kore.ai for more information on BankAssist functionality and a product demo.