This assistant was launched under the name Finie, the financial genie, as an omni-channel voice and chat solution for banks across all of their digital touchpoints for any capability around personal finance, wealth management, or customer service.
Improve cross-selling, enhance customer engagement, increase reach
Deliver the highest quality conversational AI experience within finance
Drive customer acquisition, engagement and retention
Increase adoption on mobile and digital banking channels
Increase engagement across digital channels with a financial assistant capable of delivering powerful, multi-turn conversations rather than short, ineffective, one-sided interactions.
of FSI respondents seek to optimize customer journeys in the next few years.
CMO.com, June 2017
of Americans do not use mobile as their primary banking channel.
ABA Banking Journal, September 2017
of Gen Z will switch banks if they feel their bank has a poor mobile offering.
Finextra, February, 2018