Chatbots for the Financial and Banking Industry

with Smartloop Enterprise Chatbot Platform

zIndustry – Banking and Financial Industry2018-08-30T01:57:43-07:00

What Smartloop Can Do for Banks and Financial Services

AutomateAutomate customer support, product services, promos and content delivery. Human take-over is also available.

Securely feed your chatbot with data from any banking solution, financial backend, CRM and/or database.

ChannelsBuild a single chatbot and deploy it on the messengers/ channels your customers already use, incl. your website(s).

CloudDeploy the chatbot in the secure Smartloop cloud (99.9% uptime) or on-premise.

EncryptEncrypt and obfuscate private data.

DashboardMonitor chatbot performance, usage and version control from one single dashboard.

Coming Soon

Chatbot templates for the banking sector.

What Can Chatbots Do for Banks and Financial Industry

  • Provide automated 24/7 customer service with minimal human involvement.
  • Automate account queries (such as opening an account, updating account info, balance inquiries and others).
  • Handle service and product requests (incl. applications for loans and requests for deposits, money transfers, lost/stolen cards, etc.)
  • Engage your customers. Send out offers, alerts and other notifications, incl. due payments.

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What To Expect After Successful Chatbot Deployment

High Customer Satisfaction and Engagement

Your users will be able to find what they need faster, via the channels they use daily. Your users don’t have to install a separate mobile application.

Lower Development Costs

There is no need to create and maintain a stand-alone mobile application. Plus, a single code base ensures that all of your deployed chatbots are always up to date.

Lower Support Costs

The chatbot can handle at least 30% of your support load with proper setup. You will also notice less time is needed for form filling – your customers will do the legwork for you.

Reach Users Immediately

Use push notifications for important news and promos – there is no need to update mobile apps and websites.

Free Your Marketing Team

Updating the chatbot is easy, which means more time for your team to be creative and elevate your brand.

More Customer Insights

You will know what engages your customers the most.

We looked at a lot of chatbot platforms to find one that encompasses multiple messenger services, but primarily WeChat. Smartloop (then called Recimē) was the only one that we found to cover our requirements across the board, and it was a no-brainer for us. With the help of their team we built a great Facebook Messenger and WeChat chatbot that integrated into the Wyre service. The Smartloop platform crushed it!

Michael Dunworth,


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