AI Chatbot That Transformed Customer Support & Upselling
Redefining customer banking journeys with AI-powered virtual advisors
The Challenge
Our Approach
We implemented a context-aware conversational AI assistant integrated into the bank’s mobile app and website. The chatbot could:
- Understand user intent for over 120+ use cases (balance checks, loan eligibility, card upgrades)
- Pre-fill forms using user data from secure backends
- Recommend financial products based on behavioral analytics
- Escalate to live agents with full chat context when needed
Compliance was prioritized with end-to-end encryption and data masking.
Stats
The Outcome
- Reduced live agent load by 55%
- Achieved a 4.6/5 customer satisfaction score (CSAT) within 90 days
- Provided 24x7 multilingual support in 4 regional languages
- Identified five new AI use cases for phase 2
Case Study
- All Posts
- AI Agents
- AI Chat Bot
- AI Kickstater
- Computer Vision
- Data Engineering
- Gen AI
- Machine Learning
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