For digital banks Call Tracking Call Tracking is another good example of artificial intelligence for digital banks. This type of platform has dozens of functionalities, from identifying the origin of a new customer to returning lost opportunities. In general, this technology helps marketing, sales and management teams to better understand the service flow. One of its main features is being able to accurately identify the origin of telephone leads , as it is capable of measuring on and offline campaigns.
This data is essential for financial institutions to direct campaign efforts to the channels where their customers really are, instead of shooting in the dark. Thus, it is possible to considerably reduce the cost of acquisition per customer. In addition, Call Tracking allows you to return 100% of your perfect mobile number list do missed calls via WhatsApp or over the phone. It also has the functionality of the Digital IVR, so you can reduce service queues. You can also set up a service schedule, create automations, integrate with your CRM, and much more. chatbots The famous chatbot is a great ally of financial institutions when it comes to AI. He is a real hand on the wheel to solve those less complex problems, to clear up simple doubts or to automate basic.
Customer service operations But make no mistake. The adoption of this artificial intelligence for digital banks should not be done lightly. The chatbot needs to be well planned, with an effective provider and with a simple and intuitive journey. After all, there is no point in using this technology if it will generate more questions and the customer will end up calling anyway. The good news is that you can extract important information from this channel as well. Applying the idea of Conversation Intelligence , for example, is a real masterstroke In addition you can integrate.