AICX for Financial Services

AICX allows banks, insurance providers, microfinance institutions, and other financial providers to automate customer support at scale, freeing up administrative teams to handle more complex customer queries.

Proto offers AICX uniquely tailored for financial service providers looking to automate service in low-resourced languages such as Tagalog, Kinyarwanda, and Twi. Proto’s regulatory partnerships with central banks power the Proto platform with industry-specific language data and deep knowledge of regulatory requirements.

Proto’s AI Customer Experience (AICX) platform for finance can also provide service at scale across over 15 channels, including SMS. This helps financial service providers meet financial consumers where they are 24/7 to keep them informed and empowered in their financial decisions.

CX automation for financial services helps streamline customer service tasks, including managing and triaging conversational AI chats with customers. It can:

• Answer frequently asked questions
• Scale consumer complaints
• Assist with mortgage and loan calculations
• Digitize everyday banking and payments
• Track customer engagement for personalized support

Proto’s AICX can also monitor automation performance and customer engagement with location-based data and other analytics, giving financial service providers an understanding of support success at different branches.

AICX for financial services organizations helps assist customers at scale without increasing administrative costs. With rapid support and timely notifications, AICX for finance offers many advantages including:

• Faster, more convenient customer service
• Expediting complaint and reporting processes
• Making financial information and services more accessible
• Reducing human error on administrative tasks

Proto can also be maintained without advanced technical knowledge — so new functionality can be added easily as banking services change.

Proto’s CX automation platform offers support for underserved and rare languages. While most CX automation is only available in common languages, Proto can communicate in languages such as Tagalog, Kinyarwanda, and Twi, as well as mixed languages such as Taglish.

With multilingual support, Proto can categorize and triage customer queries based on language, streamlining financial assistance. Proto also offers local channels such as Africa’s Talking, Line, and Zalo.

For more in-depth information about how Proto can help financial service providers, take a look at our case studies.

For more information on how the Proto platform works, take a look at our documentation.

To try Proto, book a demo using the chatbot widget on the bottom right or sign up for a 14-day free trial.