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Overview

To beat the competition, banks need to offer customers a seamless experience that is driven by their needs. They need to offer the ability to complete common tasks faster, with fewer clicks, and in a personalized manner. Enter the Banking Assistant chatbot template - a customizable banking flow that you can use to elevate your chatbot experience and help drive customer engagement and satisfaction.

With the help of open intents, this experience supports essential banking services that customers care about, such as transferring money and checking their spending history. It also provides support for FAQs or sub-functions using commands, like viewing your account balance or asking for help.

By utilizing the Banking Assistant Chatbot as a starting point, you can build out a five-star conversational banking experience that can maximize customer service, minimize customer service costs and increase self-service channels.

Mark Ammendolia
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