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BankBuddy
Investment Banking
Customer Experience

Inform, Serve, Personalize, Delight

Truly Personal Banking AI

Investment banking is characterized by high cost to serve due to multitude of products, dynamic information, unpredictable interaction frequency, and a wide variety of digital channels.

Cognitive banking is redefining the investment banking landscape by automating service delivery at scale across all digital channels & functions.

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Contextual

Context based Automated recommendations & actions for true hyper personalization.
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Hyper-efficient

Remove friction & make customer journeys seamless by embedding voice, text, image, video & analytics.

Omni-digital

Omni digital experience for automated query resolution, context specific targeting and seamless human handoff.

Predictive

Predictive analytics to bridge customer and product attributes for insight based automated action.

AI for
Superlative customer experience

Pre-built AI solutions to increase retention, conversion, cross and upsell

Analyze

Predictive analytics to power contextual journeys and real time insight based actions for increasing conversion, retention and cross sell.

Assist

Omni digital automated service with seamless human handoff. Across Web, Mobile, WhatsApp, Facebook Messenger, Google Assistant, Amazon Alexa.

Automate

Frictionless banking & seamless automation across journeys - origination, eKYC, transactions, service request, cross sell & upsell.

Kick Start your Strategic journey towards AI-Powered Personalized Banking

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Inform, Serve, Personalize, Delight

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Go live in weeks with pre-built AI

Leverage pre-built omni-channel multilingual NLP chat & voice bots, flexible & secure customer journeys, voice & face verification, behavioral cross sell & upsell recommendations with a human in the loop.

Onboarding

AI based self service/ video agent assisted eKYC with text extraction, video, image and speech verification.

Portfolio services

Embedded banking services from onboarding, payments, inquiries, complaints to customer delight.

Equities

Hassle free transactions and information across channels.

Mutual Fund

Omni digital transactions, Personalize Fund holder interactions based on risk profile and transactions.

Get in touch with us

See how BankBuddy helps you personalize customer engagement & increase cross sell, upsell & conversion

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