Owners and the committee of banks are one of the wisest entrepreneurs around the world. They know how to stand and bend so that they won’t break in the global market. Moreover, they know how to make new strategies and follow the latest trends to make more clients. Out of all the industries in the market, banks are the first to use technological innovations for their benefits. In line with this, they are even one of the first users of a virtual chatbot for the future of banking.
Right after the bot made its debut in the digital marketing world, banks made sure that they can use a virtual chatbot for their tasks. They created bots that will be able to interact with their clients 24/7 as well as do other automated tasks. Thanks to the recent developments of artificial intelligence, bots are now able to integrate on websites and mobile applications that are used for global banking. Meanwhile, they are even able to assist clients with money management and even retail banking.
Benefits of a virtual chatbot on banks
A virtual chatbot is already making a name in the marketing industry, and no one can deny its success. Now, bots are even empowering banking institutions and help them in customer service. Moreover, it is now a big help for retail banking as well as collecting massive amounts of data that a regular human employee can’t do. It makes the life of the clients easier while benefitting and making money for the bank itself. Bots are like the dark horse in the industry of banking. Here are some of the benefits of virtual chatbot in banking.
Mobile banking is easier
Most people of this generation now rely on their mobile applications the most. Rather than going out and making an effort to go to a particular physical store or building, they instead stay at their place. With this in mind, banks have made it possible for banking consumers to be able to get their banking processes done through their phones. This makes banking more accessible and leaves clients more comfortable than ever.
Other than that, the personalization of banking is also possible with a virtual chatbot. It can get the necessary information about the person talking with it. Moreover, it can even search for further information regarding the account and the processes it involves. Because of its sophisticated artificial intelligence, it can remember the past conversations and transactions of the customer. Online banking servers do not have to spend time searching and rereading previous files to give the correct information to their customers.
As proof of the remarkable benefits virtual chatbot could give, well-known banking companies such as Wells Fargo, Bank of America, and Capital One are now utilizing them for their customer service. Unlike the popular belief, these bots can even feel and sympathize with users like a real human server. Moreover, mobile banking with a chatbot can also adapt its service while basing on the location of the customer.
Banking channels are now connected
According to the survey of FIS’ 2019 Performance against Customer Expectations (PACE), there are about 75% of interactions between bank branches. This happens with the help of the internet and mobile devices. However, it is still not enough to connect the branches of banks for a piece of collected information that will benefit both the management and the customers. Due to the differences in the offices, mobile applications, tellers, kiosks, and ATMs, it is not a question of why branches feel distant from each other. Moreover, it even leads to the difficulty in gathering and applying data from each channel, which disjoints the customer’s experience. Significantly, virtual chatbot for banking is created to comply with the connection discrepancies between the branches.
Moreover, a virtual chatbot is set on removing the disconnection between channels by having a single service for all mobile banking. This server is going to be the highly-intelligent bot that is going to change all banking experiences. Whereas, this strategy can create the centralization of management capabilities. This also helps minimize the system errors regarding the data and information of their past transactions with the bank. By launching a virtual chatbot, banking branches of a company are more united than ever.
Information flow is convenient
If you are a customer, you may have some queries that you want to ask or information that you want to be clear. Moreover, because banking and finance is a difficult course to understand, some consumers may wish to have further discussions about several situations that may relate to them. However, a virtual chatbot is now helping banking companies to make these circumstances easier for everyone. As we know, it already has some data that is given by the developer regarding the company. Other than that, its high intelligence can also collect and save information that it could get from dialogues with customers.
Also, rather than choosing a regular question and answer application, a virtual chatbot can provide answers specific to the problem of the customer. This personalization helps clear the confusion of clients regarding the banking processes and transactions. Moreover, giving real-time answers with clients can improve customer satisfaction with the services of the bank. It also has a built-calculator that can compute interests, rates, and credit scores of each product with regards to mortgages and loans.
Furthermore, virtual chatbots can deliver the perfect combination of data without committing errors that a human server could do. Because it cannot be stressed despite the number of persons communicating with it, it can be assured to respond accurately with all the queries for the bank. It makes the customers trust the services of the bank more than ever.
Ways to succeed in virtual chatbot banking
There are already numerous innovations and marketing strategies that banks are applying to their company. The recent one is by using a virtual chatbot in banking to lure in people and make transactions smoother. However, there are some things that you need to consider when you are dealing with chatbots. Here are some of the ways that you should make to succeed in virtual chatbot banking.
Learn about technology
It will be hard for anyone who does not have any idea about technology to deal with a virtual chatbot, especially when it is for banking. Remember that banking is very complicated and risky. It will require excellent knowledge and experience to make every transaction and deal successfully. This also applies when making chatbots. You should know how it works and how it can be properly utilized for your greater good.
Know when you need help
Nobody is perfect, and no one can ever have the ideal knowledge about certain things. Especially if you are just a businessman or a marketing agent, it will be hard for you to adjust to some items such as virtual chatbot. Moreover, if you want to put some unique features and widgets for your bot, it might be hard for you. This is why you need a creative AI developer and an excellent platform to make the best virtual chatbot for banking.
Improve security and privacy
One thing is for sure: all clients of a bank company needs privacy and security. Remember that you are dealing with money that other people have entrusted you. This is the reason why it is essential to build a connection with customers and gain their trust. You can do this by being strict with log-ins and inputting voice biometrics that will make sure that the bot is talking with the right person. Chatbot also prevents you from disclosing information with unauthorized persons.
Maintain transparency
Humans are the most intelligent species in the world, and no one can deny that. This is why it is tough to fool humans into believing that they are talking to real persons with a chatbot. Moreover, this can only cause more complications and distrust from your customers. To avoid this situation, inform users that they are only talking to a virtual chatbot. It is also better to give them an option to speak with a real person.
Be consistent
Most banks have several branches across the towns or even countries. However, because of distance and different managements per branch, the consistency of services offered may not be consistent. This can cause dissatisfaction from your clients, especially if they have already tried the other departments. However, it will be different now. By using a virtual chatbot, it will not only connect branched from branches but also maintains the consistency of the services offered by each one.
Do not terminate human servers
Many people speculate that shortly, a virtual chatbot is going to replace humans for their jobs. However, this is still impossible for now. There is yet no perfect interface that can think and make decisions like humans do. Moreover, there are still some questions that AI cannot answer. This is the reason why there are companies who are launching chatbots and always hiring customer service employees. When the bot fails to understand the request or question of a customer, the conversation will automatically transfer to individual servers.
Famous virtual chatbot for banking
Erica of Bank of America
Bank of America is one of the most famous and respected banks in America. Moreover, it is even known for being the market leader in the United States. They are one of the companies that are first using different innovations for their bank systems. Considering this, they are now using virtual chatbots to perform specific tasks in their bank. Erica can provide balanced information, send notifications, and suggest ways to save money. Moreover, it can even pay bills, give credit repost updates, and other simple transactions of the company. As time goes by, the collected data and information about Erica allow her to be more knowledgeable and accurate in communicating with customers.
AmEx of American Express
We all know how good American Express can be, especially when they are using their relationship with businesses to benefit their customers. This is now made better with the help of virtual chatbots on communicating with their clients. They can give notifications about the latest discount sales as well as recommendations. It is also able to provide reminders about the new credit card benefits. However, customers must first connect their card with American Express using their messenger accounts.
Future of Chatbot banking
One of the standard predictions of the marketers is that virtual chatbot is going to take over the global market soon. As this happens, almost all of the banks are using this for the success of their banking company. With this is in mind, you might be thinking of creating your bot. Herobot is here to help you through the creation process. You will not need to make too much effort because this platform is just easy to use. Moreover, it has some templates that you can use when creating a bot. Use Herobot to create your bot now!