Conversica named a Leader in The Forrester Wave™: Conversation Automation Solutions for B2B, Q1 2024
Financial Services

Conversational AI Solutions for Financial Services

Bring personalization back into banking and financial services. Scale proactive and personalized attention for every customer with Revenue Digital Assistants™ from Conversica.

Trusted by top financial services companies:
Conversica Value

Deliver Concierge Experience Without Burdening Staff

Build & Nurture Trusted Relationships

Powerfully Human®️ dialog gives every customer the consistent, personalized attention they expect.

Find the Right Customers

Engage all prospects, providing help & answering questions while determining if they’re a good fit.

Right Offers, Right Time

Leverage preferences, insights & history to match the offer to the individual, building loyalty & growing accounts.

A Personal Touch That Scales

Autonomously uses insights, preferences, and past activities to tailor the conversation.

Turn Interest Into Lifelong Clients

Revenue Digital Assistants:

  • Promptly start a personalized conversation with every lead, building trust & getting ahead of competitors
  • Engage leads in meaningful, two-way dialog on the channel they choose: email, webchat and SMS
  • Confirm interest, validate fit & answer questions to find the most likely customers for your agents
Conversica Revenue Digital Assistants hold two-way conversations that uncover handraisers and interest earlier

Revenue Digital Assistants are Experts in:

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Authentic Webchat Engagement

Cultivating New Interest

Reigniting Waning Interest

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Target Account Outreach

Drive Consumption With a Personal Touch

Revenue Digital Assistants:

  • Leverage insights to target the right customer at the right time with the right product offering
  • Keep prospects engaged with highly personalized conversations designed to drive to the next step
  • Reach out to former customers & older leads so no opportunity slips through the cracks
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Revenue Digital Assistants are Experts in:

Engaging Inbound Requests

Activating Unresponsive Prospects

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Winning Back Former Customers

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Accelerating Open Opportunities

Retain and Grow Current Customers

Revenue Digital Assistants:

  • Monitor accounts for events or patterns that might indicate changing needs & set up a meeting with an agent
  • Proactively reach out about opportunities relevant to customers’ financial goals, building loyalty & expanding accounts
  • Automate routine conversations and empower your team members to focus on building relationships
Conversica Revenue Digital Assistants proactively engage with customers to communicate changes on accounts, initiate renewals, drive customer adoption and so much more

Revenue Digital Assistants are Experts in:

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Driving Customer Health

Scheduling Account Reviews

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Upselling & Cross-Selling Services

Proactive Announcements

The Conversica Difference

Don’t Trust a Simple Bot: Expertise and Experience Matter

Deliver the best experience AND get the best results with Conversica's AI-powered RDAs. Human enough to have authentic conversations and act autonomously, no intervention required.

Conversica: Powerfully Human Experience, No Expertise Required

Trained to have standard conversations and smart enough to respond to non-standard requests

A series of two-way interactions that assist customers while driving the desired outcome

Uses insights from multiple sources to dynamically segment & have meaningful conversations

Set up & maintenance is turn-key with 700+ conversations that are customized in just minutes

Other Solutions: Extensive Time Investment, Limited Impact

Leans on humans to respond to anything out of the ordinary, derailing the conversation

Reacts to the initial engagement with a predefined response and then abandons the exchange

Segmentation & personalization is limited by the capacity to create conversations from scratch

Significant time investment to create and maintain each conversation you deploy


Insights to Grow Your Financial Services Business

Ready to See a Revenue Digital Assistant in Action?
Let us show you how our Powerfully Human digital assistants can help you unlock revenue. Start the conversation today.