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The 2024 Inner Circle Guide on Chatbots and Conversational AI
Get exclusive reports on how US & UK contact centres are using AI chatbots & voicebots - backed by real-world data.
Download Free Report!Exceptional service in the finance sector requires high precision and security. Talkative unifies your support channels and company knowledge into one powerful AI platform. With increased speed, accuracy, and consistency, you’ll improve service quality while driving efficiency and client trust.
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AOne ATM, a US ATM management company, wanted to create a seamless connection between ATM users and remote bank tellers. With Talkative’s chat and video solution, AOne enabled customers to instantly connect with expert advisors directly from ATM terminals. Launched as MiniBranch®, the innovative service has transformed the ATM experience. Alongside this, AOne also deployed Talkative’s chatbot, live chat, and web callbacks across their website and socials.
Altra Credit Union, a US-based financial cooperative with over 120,000 customers across eight states, needed a way to consolidate interactions and improve digital support. They achieved this by integrating Talkative’s live chat and cobrowse directly into their Mitel phone system. Altra’s agents can now guide clients around the website in real-time and resolve issues efficiently - all from a single screen.
Provide your clients with fast, accurate support and self-service - whenever they need it. Talkative’s Generative AI Chatbot integrates with your knowledge bases and backend systems to handle a range of financial queries. Automate routine tasks like checking account balances or recent transactions, payment status updates, and answering FAQs. For more complex or sensitive queries, the chatbot seamlessly escalates to the right advisor - improving efficiency and reducing agent workload without compromising customer trust, compliance, or CX.
Empower your advisors to resolve complex financial queries efficiently and with more precision. Talkative’s AI-enhanced live chat provides agents with real-time response suggestions, next-step recommendations, and instant access to company knowledge - ensuring fast, informed, and compliant support. With features like AI Agent Copilot, agents can cut response times, improve first-contact resolution rates, and deliver tailored customer experiences at scale - while maintaining the accuracy and professionalism expected in financial services.
Communicate with customers on their favourite channels while maintaining security and compliance. Talkative’s AI-enhanced messaging allows financial service providers to serve and engage customers across WhatsApp, SMS, and more - all from a single agent console. As well as general customer service inquiries, you can use messaging to send real-time fraud alerts and transaction notifications to keep customers informed and secure.
Provide customers with personalised, face-to-face support from any location with Talkative’s secure video chat. Use on-demand or scheduled video calls to offer tailored financial advice on mortgages, loans, investment options, and more - directly from your website and app (no downloads required) or even from ATM locations. Agents can guide customers through complex financial decisions remotely while still offering the same level of communication, expertise, and trust as an in-person meeting.
Reduce wait times, improve customer satisfaction, and replace clunky IVRs with Talkative’s intelligent Voice AI. Our AI Voicebot can handle routine financial inquiries - such as balance checks and payment updates - in multiple languages. Integrated with your knowledge base, CRM, and backend systems, Voice AI delivers instant, accurate answers in a human-like way while smoothly escalating complex or sensitive queries to the right team or advisor.
Gain a deeper understanding of operational efficiency and performance with Talkative’s AI Analytics & Reporting. Track key metrics like CSAT, resolution rates, and response times with custom dashboards, real-time AI alerts, and sentiment analysis. Understand how customers use your digital channels and uncover opportunities to improve efficiency and CSAT. With tools like AI Interaction Summaries, Insights Reports, and Knowledge Base Testing, you can identify knowledge gaps, assess service consistency and accuracy, and make targeted improvements.
Connect Talkative with your existing systems to create a unified view of every customer interaction. Talkative supports deep integrations with leading CRMs and contact centre platforms - like Salesforce and Mitel - allowing agents to access account details, transaction histories, and customer profiles in real time. This enables faster, more accurate resolutions for financial queries as well as personalisation. Seamless deployment reduces integration time and complexity by up to 50%, helping you unlock faster ROI and deliver tailored customer service more efficiently.
Safeguard sensitive customer data and meet industry regulations. Talkative’s secure platform includes card masking, PCI compliance for secure transactions, and GDPR/CCPA compliance for data privacy. Features like Single Sign-On (SSO), Multi-Factor Authentication (MFA), and granular permission controls ensure that only authorised personnel can access sensitive information. With data sovereignty controls and proven experience in financial services, Talkative helps you deliver secure, compliant customer support without compromising experience.
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