Banking Best practices Chatbots Virtual Agent 
Talkdesk
OCTOBER 8, 2020
Almost 17,500 US bank branches closed from the beginning of 2014 to the middle of June 2020. Bank branch closures create additional costs for local business owners, making it harder to manage cash flow, maintain productivity levels and contribute to the wider local economy. Impact on small businesses. Embrace the cloud.
Uniphore
JULY 21, 2021
According to Gartner, customer service leaders should focus on these seven knowledge management best practices for improved customer service. While many companies just assume customers can find a solution by “Googling it,” the truth is that pages need to follow search engine optimization (SEO) best practices to be easily discovered.
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Creative Virtual
APRIL 16, 2020
The product owner of the virtual agent also works closely with their live chat department, enabling the bank to fully optimise their virtual agent content based on their live chat agents’ feedback.
JustCall
MARCH 9, 2023
Some of its key features are: AI-based self-service Omnichannel and workforce engagement Collaboration tools Customer experience analytics Pros: The power of AI can be utilized to enhance service levels of various aspects of call centers, including training, analytics, fraud detection, agent assistance, etc.
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Taylor Reach Group
JUNE 13, 2017
Best practice chat companies are using customer data. For instance, a loyal bank customer with a checking account and mortgage, looking on the financial institution’s website for home equity loans, could easily be served a chat button with a customized offer based specifically on the customer information already in the database.
bold360 Blog
FEBRUARY 20, 2019
On the other end of the spectrum is a fully personified virtual agent that takes the form and personality of a human – with a face and a name. We started with a very simple AI-powered chatbot on our website and then quickly wanted to expand the breadth, and quality, of the experiences it delivered. Create bot brand guidelines.
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