COMMBOX FOR BANKS & FINANCIAL SERVICES

Tailored financial services your customers can text and trust

Harness GenAI to deliver exceptional financial services across digital channels. Resolve urgent requests 24/7 with no wait times. Boost satisfaction, increase retention, and drive growth

Open Accounts

Streamline the process of opening accounts, making it hassle-free on customers’ channels of choice.

Deposits & Transactions

Enable customers to make transactions or deposits on digital channels – in a seamless, secure and convenient process.

Loans & Mortgages

Simplify the process of requesting loans, mortgages, or insurance, providing customers with tailored solutions.

Order Credit Cards & Cheques

Enable customers to place orders effortlessly on messaging channels, ensuring access to their finances.

Mass Notifications

Send personalized notifications to customers directly from your CRM, keeping them informed about account updates, promotions, or agreement changes.

Live Financial Consultant

Offer real-time support through messaging or video chat and empower your consultants to address customer inquiries and concerns on the spot.

"CommBox enabled us to automate 57% of insurance requests on WhatsApp, enhancing satisfaction and operational efficiency. Now, 60% of customer interactions across digital channels, are managed in one interface.”

VP of CX ar Clal Insurance

Read how Clal Insurance automated it's support and achieved exceptional results.

Automate your financial services and reap the profits

Financial services on any channel

With over 60% of consumers already engaging on digital channels with their bank and financial services provider, you can’t afford to be left behind. Empower your customers with convenient and efficient digital engagements that help them get their financial tasks done fast and right, and which help you to outpace the competition.

Conversational self-service, powered by GenAI

Launch GenAI bots that resolve 50% of repetitive inquiries based on your brand’s existing knowledge – support articles, website, FAQs, PDFs & more. From answering financial questions to securing new prospects, our solution will enable you to provide a hassle-free experience that your customers will love.

Supercharge agent efficiency with on-demand knowledge

Increase agent productivity and slash handling times with Agent AI Assist that empowers your agents with the most up-to-date information and standardized responses at their fingertips, as well as embedded tools to instantly automate tasks.

Suggest and improve agent responses
Automated conversation summary
Standardize and enhance service level

Out-of-the-box integrations & AI-driven data management

CommBox integrates seamlessly with leading CRM and ERP systems, including SAP, Salesforce, Dynamics and Priority, making verifying customers, accessing conversation history, and staying on top of inquiries effortless, so you can deliver personalized experiences with unprecedented efficiency, every time.

Secure by design & ready for deployment

With complete encryption, IP whitelisting, and advanced data filtering, robust security of your customers’ sensitive personal and financial data is ensured.And with flexible deployment models, including public and private cloud or on-premise, you can take the path to automated conversations that best suits your organization’s needs, infrastructure, and resources.

FAQ

How can AI automation improve customer service for financial institutions?

CommBox helps banks, investment firms, and financial service providers deliver faster, more consistent service by automating customer communication across WhatsApp, chat, email, and voice.

AI Agents handle routine inquiries—such as account updates, document submissions, and transaction confirmations—instantly and securely, while human agents focus on higher-value interactions.

This approach reduces response times, improves customer satisfaction, and ensures a compliant, seamless experience across all digital channels.

What financial workflows can CommBox automate?

CommBox automates key financial processes that traditionally rely on manual intervention, including:

Account balance and transaction updates
Loan and policy renewals
Document and KYC verification
Investment inquiries and onboarding
Payment status tracking and support
Personalized product or portfolio recommendations

By connecting directly with your CRM, ERP, and core banking systems, CommBox allows AI Agents to complete these workflows end-to-end, helping financial institutions improve speed, accuracy, and compliance.

Can CommBox integrate with existing financial and CRM systems?

Yes. CommBox integrates seamlessly with major enterprise systems such as SAP, Salesforce, and Oracle, as well as with financial CRMs, billing systems, and investment management tools.

This ensures that AI Agents have real-time access to customer portfolios, policies, and transaction data, allowing for fully automated and personalized service—without disrupting existing infrastructure.

How does CommBox support unified customer engagement for financial organizations?

CommBox unifies every customer touchpoint into one intelligent workspace.
Clients can start a chat on WhatsApp, follow up via email, and complete their request through the firm’s website—all without repeating themselves.

Agents and AI share full context and conversation history, ensuring accurate, efficient service and a consistent experience across all channels and departments.

What results have financial organizations achieved with CommBox?

CommBox has helped leading financial institutions modernize and secure their customer engagement operations.

Altshuler Shaham Horizon, a major investment firm, implemented CommBox to unify communication between its agents, customers, and advisors. The company digitized all WhatsApp customer service and internal workflows, improving response speed, accuracy, and client satisfaction while maintaining strict data security.
Clal Insurance automated over 50% of incoming requests, with 60% of calls shifted to digital channels. The company also achieved a 28% increase in agent satisfaction, a 30% rise in productivity, and faster, more accessible service through WhatsApp and web chat.

This success demonstrates how CommBox enables financial organizations to modernize engagement, improve governance, and build customer trust with AI-driven automation.

Is CommBox secure and compliant for financial institutions?

Yes. CommBox meets global enterprise security standards, including SOC 2, ISO 27001, HIPAA, and GDPR.
All conversations and transactions are encrypted, monitored, and auditable.

Built-in AI guardrails ensure all responses stay on-policy and compliant with financial regulations—making CommBox suitable for highly regulated environments such as banking, insurance, and investment management.

What measurable results can financial organizations expect from using CommBox?

Financial service providers using CommBox typically achieve:

40–50% automation of service requests
Faster response and resolution times
Reduced operational costs and call-center load
Improved compliance and audit readiness
Higher customer satisfaction and retention

CommBox provides a secure, unified platform that helps financial organizations deliver AI-powered service with full visibility, accountability, and trust.