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Drive greater efficiency, accuracy, and compliance
The traditional means of financial operations are falling short in the face of a rapidly modernizing world. In the age of smartphone technology and mobile apps, customers demand flawless financial solutions. In order to adapt to the highly modernized way of working, global enterprises are now seeking AI Automation.
Engagely.ai’s suite of advanced AI automation solutions offers finance services with end to end automated customer journeys, that make complex finance operations highly seamless.
Global businesses across finance Industry are realizing the true potential of AI automation
100%
Reduced waiting time
48%
Improved lead generation
30%
Improved customer retention
70%
Reduction in operational cost
AI automation finishes hours long financial operations in mere minutes
Transforming tediously manual finance operations into dynamically automatized processes
AI Automated Billing & Collections
Automate the billing and payment related operations with 100% efficiency and enable customers to self-serve.
automated KYC Process
Customer documents validation, biometric data verification, cross-reference paperwork process happens in a fraction of seconds without human involvement.
Cohesive Loan Lending Experience
Simplify the complex process of lending, and extensive transactional invoice management.
Extensively Digitalized Procurement
Be it simple document scanning or processing end receipt and payment approval, AI in financial services takes care of it all.
Handle Simultaneous Finance Queries
The AI Automation has a tremendous bandwidth of handling multiple calls with equal care and precision.
Quick Query Resolution
Accurately analyze the intent and sentimental score of the query to deliver a journey-based response
Influence Cross-Sell & Upsell
Recommend personalized finance offers on the basis of customer portfolio with AI for finance
Loan Imbursements
AI in financial services and its advanced ML model enhances the loan process by eliminating document intense and time consuming processes.
Lead Generation
Engage with prospects through AI powered conversations to turn every prospect into a longtime customer.
Engagely.ai’s all in one AI suite offers vast possibilities
Engagely Automation Cloud
Automate your customer support and financial CX workflows to greatly reduce turnaround time with our intelligent virtual assistants (IVAs). Streamline your complete communication channel with Engagely.ai’s AI driven voice, email and chat automation. Empowered with advanced NLP, these bots are more than capable of handling 95% of complex finance queries.
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Unified Communication Cloud
The revolutionary unified window console helps you deliver seamless out of box support and experience across websites, devices and mobile apps by leveraging customer 360 degree view, rich data intelligence, live chat software, email ticketing, behavioral analytics Agent Assist and more.
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Customer Analytics Cloud
Engagely helps you gather customer data and turn it into relevant, useful and customer-centric business insights. The intelligent customer analytics cloud, enhances customer experience with consistent and continuous evaluation about customer needs, preferences, likes and dislikes.
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Engagely.ai’s AI for finance ensures holistic transformation of financial services
AI Models Tailored To Finance
Complete Automation With No Code
Integration With Existing Finance CRM And APIs
Advanced Proprietary NLP Engine
Analysis With Actionable Insights
Secure sensitive financial data with AI based automation driven data security
Industry Grade Security Against Theft Of PII
24/7 Risk Monitoring
Real-Time User Activity Tracking
Voice Recognition Based Prevention Of Identity Theft
Constant Data Pattern Analysis
Enhancing customer support and engagement in 35+ channels across text and voice
Latest from blog
ENGAGELY’S 2022 HIGHLIGHTS & THE WAY FORWARD TO 2023
January 4, 2023
Our success in transforming finance services operations
Enhanced Customer Engagement using WhatsApp Bot
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The client is a leading InsurTech platform to purchase life and general insurance products. The client focuses on introducing and delivering value-based, innovative, and competitive solutions for their customers....
Transforming merchant/distribution partners engagement using Conversational AI
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The first payments bank to go live with 410 branches and more than 25,000 banking points on day one....
