Shift your calls to digital channels and automate over 50% of your financial services while offering 24/7 support. Launch AI agents to resolve repetitive inquiries securely, instantly boosting customer satisfaction and cost savings.
Inquiries automated
Reduction in call center costs
Average CSAT
Staff efficiency
Schedule Appointments
Easily allow customers to schedule an appointment with your bank seeing the available times and locations.
Loans & Mortgages
Qualify customers for loans and mortgages – including a Digital Signature and access to a Financial Consultant.
Deposits & Transactions
Enable customers to make financial transactions on digital channels – in a seamless, secure and self-service process.
Cualificación de clientes potenciales
Boost conversions with the automation of lead generation and qualification. Smart routing sends qualified leads to live agents.
Order Credit Cards & Checks
Allow customers to securely place orders across messaging channels, ensuring access to their finances when they need.
Notificaciones automatizadas
Send personalized messages and alerts to keep customers informed about their account, expirations, meetings and more.
Cualificación de clientes potenciales
Boost conversions and revenue by efficiently capturing and qualifying leads 24/7. Route only qualified leads to your live agents, and close deals on the spot.
Deposits & Transactions
Enable customers to make transactions or deposits on digital channels – in a seamless, secure and convenient process.
Order Credit Cards & Cheques
Enable customers to place orders effortlessly on messaging channels, ensuring access to their finances.
Notificaciones automatizadas
Send personalized messages to keep your customers informed about their account, credit card expiration, meetings etc.
Presentación y seguimiento de siniestros
Agilice las reclamaciones, proporcionando actualizaciones de estado en tiempo real y manteniendo informados a los clientes durante todo el proceso.
Renovación y actualización de pólizas
Impulse el valor vitalicio del cliente mediante planes de seguro personalizados, renovaciones automáticas y ampliación de la cobertura. Una experiencia completa de autoservicio en canales de mensajería.
“CommBox enabled us to automate 57% of insurance requests on WhatsApp, enhancing satisfaction and operational efficiency. 60% of digital customer interactions are now managed in one interface.”
VP of Customer Experience at Clal Insurance
Our solution is tailored for financial services and used by industry leaders – so we take security very seriously:
