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
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
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.
Scale Faster while Ensuring Security & Compliance
Reduce your time to launch with pre-built banking workflows, out-of-the-box integrations, and user analytics. Customize your workflows without writing any code.
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.
Next Best Actions
Offer Guidance at Each Step of the Conversation
Reduce average handling time, increase upsell, mange promises and elevate customer experience.
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
Seamless Integration
Provide Real-time Information with Seamless Integration
Leverage platform extensibility and integrations with complex banking systems to serve customers faster.
