The Product Discovery Customer Journey
Today's online clients needs choice. However, choice also creates a challenge when it comes to selecting products that the user wants from the many choices available. A CIRA Digital Assistant thinks in the user's context and makes the selection journey a bidirectional conversational experience
Make Banking Easy
Move qualified prospects to customer service representatives and help your clients better manage their finance. Digital Assistants can help your clients manage accounts, access balances, make transactions and provide relevant products and services..
Satisfying the Demand for Digital Assistants
Simplify Insurance with Conversational Coverage
Digital Assistants de-mystify insurance information for customers and enhance your insurance agents’performance by providing underwriting recommendations, assisting in onboarding and more.
Transform the enterprise IT help-desk by serving as first-level support and providing self-service for query resolution, troubleshooting, ticket tracking, ordering, status checking, new software training and more.
Improve Employee Engagement
Digital Assistants are team players in human resources. They make it easier for employees to manage their own development, health benefits, vacations and leave by providing immediate answers.
Accelerate Productivity of Financial Advisors
Support your financial advisors by providing immediate answers to complex questions and automating routine tasks such as on-boarding and simple form completion. They can maximize their time and better manage portfolios as they deliver better experiences for investors and drive growth.
Typical Banking Product Discovery Journeys
Credit Card Selection for Retail Banks
Mortgage recommendation for banks and lending institutions
Insurance policy selection for banks and insurance companies
The Lead Generation Customer Journey
Convert millions of visitors to your website,
into prospects and customers by engaging
in rich personalized dialogue
Policy Sales and Renewal
Customer Support and Service Journeys
Be ready to serve your customers 24 x 7 and help them self diagnose and solve their issues with personalized Digital Assistants that understand their context.
Agent Training and Onboarding
Boost your agent productivity and make all agents professionals from the start with real time access to new hires' frequently asked questions and answers
Accelerated Underwriting Support
Digital Finance Coach that works on your bank statements and provides targeted suggestions.
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