The Ivy chatbot can reduce a business's customer service costs by up to 35%.
Financial Services are complex, so providing customers with clear, helpful, accurate information quickly is crucial to remaining relevant and an industry leader. Your Ivy chatbot will reduce costs while servicing more people.
Scalability: Serve More
Your Ivy chatbot can provide immediate, tailored two-way conversations at scale. That means you can have an unlimited number of conversations that are delivering personalized secure information (e.g. bank balance) through a variety of channels (text, Email, web, Facebook) and to multiple users all at once and all the answers are accurate and consistent. No human can do that!
Cut Wait Time
The modern customer is not going to wait in line at the bank or ATM if they don’t have to. Your Ivy chatbot helps process transactions faster and more efficiently so waiting in a line is a thing of the past.
Automate Bill Paying
Making sure that bills are paid on time can become even easier. The Ivy chatbot SMS feature can automatically inform customers when a bill is due and help them pay it via their mobile device.
Customers want to learn how to be smart with their money. Your Ivy chatbot can educate them with answers to questions like “How do I get a mortgage?”, “What tax benefits am I eligible to take?” and “How much should I save for retirement?”. The basics of financial wellness can be delivered through a variety of forms including video tutorials.
Your Ivy chatbot is fueled by data. The more it knows, the better it works. While giving customers answers to their most pressing questions, it will also collect information on your customers so you can address their needs and desires with data-driven solutions.
Reach the Next Generation
To engage with Gen Z you need to provide service 24/7 across multiple channels. The Ivy SMS feature can help the next generation of customers be financially healthy sooner. Through Ivy, young adults can automate paying off their college loans, learn how to create smart savings plans and even buy their first home.
Bots can never replace the consultative work that human financial advisors provide but they can better prepare customers for when they do meet an investment professional. Your Ivy bot can help clients complete financial disclosure forms, book appointments, and take investment orders once there is a financial plan in place.