Account Assistance

Industry Challenge

The Problem You Face :

While many corporate websites offer users a lot of self-serve account management, a move that is intended to make life easier for customers, often these efforts end up just frustrating users. If it’s not clear to a user how to manage their account information online, they’ll call you and cost you unnecessarily in customer service worker hours.

The statistics

The Bottom Line:


Percentage of US bank account holders who use online account management


Estimated savings for banks (by 2023) by using chatbots for online support


Estimated total number of worldwide online banking users by 2024

Our Solution

How We Can Help

Statistics in other industries show similar adoption of online account management capabilities when self-service options are offered. With that many people trying to execute often complex transactions and processes online, the need for support is vast.

That said, the need for support in these situations is also often repetitive. An avatar can provide generalized helpful information to customers with questions. Or with an integration into your account management system, avatars can answer account-specific questions, greatly reducing the need for call-center support. And by allowing avatars to handle the most common questions, you free up your customer service agents to answer the more complex questions that require human intervention.

Try a Demo

See It In Action

We’ve built a sample conversation within Health Care to demonstrate how an avatar can provide information, answer questions, and access account data to provide immediate assistance without using valuable human resources.

Get started by requesting a demo
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