Automate 70% of Your Banking Transactions using Sprinklr's Conversational Banking

Automate queries, enable customer to self-serve most of the banking transactions & drive more sales with personalised campaigns across channels. Sprinklr bots are designed to handle 200+ pre-trained banking use cases, reducing the need for a human agent
Hero conversational-banking

Accelerate Time to Market with Banking Use Case library

Choose from a library of 250+ bot templates with pre-trained intents across banking verticals to give you a head-start against your competition.
Customer Service Use Cases
Account Services
  • Know Account Balance
  • Get Account Statement
  • Add Nominees
  • Account Opening
  • Generate PIN
Loans & Deposits
  • Apply for Loan
  • Apply for Loan Cancellation
  • Request Interest Certificate
  • Request Closure Letter
  • Request Loan Summary
Insurance Management
  • Apply for Insurance
  • Renew Insurance
  • Get Insurance Quote
  • Setup Auto-Debit
  • Claim Insurance
Merchant Services
  • Open a merchant account
  • Apply for POS
  • Raise a dispute
  • File a claim
  • Facilitate P2M payments
Alerts & Reminders
  • Set up withdrawal alerts
  • Set up debit alerts
  • Overdraft/Over limit
  • Payment Due Reminder
  • Suspicious Transaction
Billing & Collections
  • Setup Loan EMI
  • Schedule a Bill Payment
  • Add a new biller
  • Sign up for Auto Pay
  • Set up recurring Bills
Sales Use Cases
Wealth Management
  • Portfolio Management
  • Investment Advice
  • Financial Planning
  • Interest Calculator
  • Book Appointment with RM
Lead Generation
  • Loan Inquiry
  • Schedule Callbacks
  • Account Opening Inquiry
  • Re-marketing nudges
  • Connect with Sales Rep
Cross Sell/ Up Sell
  • Credit Card Recommendation
  • Pre-Approved Car Loans
  • Suggest Life Insurance
  • Offer Personal Loan
  • Card Limit Enhancement

Offer Personalised Banking across Service & Sales

Enable your customers to get personalized advice on self-service channels with your brand gaining access to critical data on customer goals, which can be used to upsell & cross-sell

Human-like Virtual Assistants

Omni-Channel Banking

Conversational Commerce

Personalized, Integrated Query Resolution Experience

Leverage AI-powered banking bots that are aware of customer's product holdings & transaction history to recommend relevant offers and can seamlessly switch contexts to give a human-like experience.

Human-Like Bots

Scale Faster while Ensuring Security & Compliance

Expand use cases & launch in new markets quickly by leveraging pre-built banking workflows, out-of-the-box integrations, and user analytics. Instil loyalty and trust in your customers through secure bots.

User Insights

Automatically discover new use cases by analysing conversations

Utilize Sprinklr AI to find how your customers interact with bots. Discover emerging contact reasons & corresponding journeys to stay ahead of the curve with actionable analytics.
User Insights

Data Privacy

Ensure Compliance & Safeguard Customer Privacy

Ensure GDPR compliance & protect customer privacy by masking PII Information, gathering opt-in consents, & implementing data purging and retention policies
Data Privacy

Next Best Actions

Offer Guidance at Each Step of the Conversation

Reduce average handling time, increase upsell, mange promises and elevate customer experience.
Next Best Actions

Seamless Integration

Provide Real-time Information with Seamless Integration

Leverage platform extensibility and integrations with  complex banking systems to serve customers faster.
Seamless Integration

How can we help you?

Sprinklr Website Home
Supplier Code of ConductPrivacyLegalDo Not Sell or Share My InfoCookiesModern Slavery StatementIndex EgalitéTerms©2024, Sprinklr Inc.