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.