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.
Empréstimos e hipotecas
Qualify customers for loans and mortgages – including a Digital Signature and access to a Financial Consultant.
Depósitos e transacções
Enable customers to make financial transactions on digital channels – in a seamless, secure and self-service process.
Qualificação de leads
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.
Notificações automatizadas
Send personalized messages and alerts to keep customers informed about their account, expirations, meetings and more.
Qualificação de leads
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.
Depósitos e transacções
Permitir que os clientes efectuem transacções ou depósitos em canais digitais - num processo contínuo, seguro e conveniente.
Encomendar cartões de crédito e cheques
Permitir que os clientes façam encomendas sem esforço nos canais de mensagens, garantindo o acesso às suas finanças.
Notificações automatizadas
Send personalized messages to keep your customers informed about their account, credit card expiration, meetings etc.
Apresentação e acompanhamento de pedidos de indemnização
Simplifique os pedidos de indemnização, fornecendo actualizações de estado em tempo real e mantendo os clientes informados durante todo o processo.
Renovações e actualizações de apólices
Aumente o valor do tempo de vida do cliente através de planos de seguro personalizados, renovações automáticas e expansão da cobertura. Uma experiência completa de autosserviço em canais de mensagens.
“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:
