Banking and Insurance Chatbot
The main use cases for a banking and insurance chatbot
Appointment booking
Make an appointment with an advisor in just a few clicks, at any time
Subscription
New account or contract, loss or claim reports
Account Information
Check balance, transactions and transfers, contracts
Download documents
Contracts, receipts, statements, invoices, warranties, etc.
Information and Support
Savings, investment and loans, in-branch services, insurance, offers and benefits, healthcare, etc.
Banking and Insurance Chatbots in Figures
%
of revenue boost for banks that integrate digital assistants into their customer service.
%
of first-call resolution rates thanks to chatbots in the finance sector.
%
of financial institutions view bots as a valuable opportunity to enhance their client service.
The Main Advantages of Finance Chatbots
Boost your customer service and stand out from the competition!
Improve the experience for policy holders and customers by providing 24/7 support
Contribute to your customer service’s digital transformation and brand image
Reduce email and phone requests and therefore costs
Switch to a livechat operator or call center for complex cases
Why you should choose Dydu
01
Proprietary solution
Patented and optimized algorithms for +15 years
02
Security
✅ GDPR | Data hosted in France
03
No code
User-friendly back office :
no technical skills needed
04
Support
A dedicated representative provides support at every stage of the project
01
Proprietary solution
Patented and optimized algorithms for +15 years
02
Security
✅ GDPR | Data hosted in France
03
No code
User-friendly back office :
no technical skills needed
04
Support
A dedicated representative provides support at every stage of the project
Chat with your customers wherever they are
Our conversational agents are deployed as close as possible to usage: whether via your website or mobile application, their customer space, instant messaging or other social platforms, customers find answers to their questions on the channel of their choice.
By connecting the Dydu solution to your business tools, you can personalize bot responses and pre-qualify requests. In particular, we integrate with CMS, communication tools, CRM, ticketing tools, etc.
Hubspot
Salesforce
Zendesk
smsmode
Mailjet
Agendize
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FAQ
What is a chatbot for banking and insurance?
A chatbot is an automated virtual assistant capable of conversing with customers to answer common questions or perform specific tasks. In the banking and insurance sectors, these chatbots can help customers check their balance, ask questions about products, initiate claims or manage their personal information quickly and autonomously.
What benefits does a chatbot bring to customer service in banking and insurance?
Key benefits include 24/7 availability, reduced operational costs, and improved customer satisfaction thanks to rapid problem resolution. Chatbots also enable agents to be relieved of low-value-added questions, allowing them to focus more productively on complex tasks, thus optimizing resource management.
Why set up a bot for your bank?
Whether you are a bank, insurance company or health insurer, it is essential to handle requests quickly. Customers expect instant answers and a readily available customer service when looking for information about an offer, transaction or refund, or when they want to take out a new contract or make a claim. Intelligent virtual assistants can easily automate simple and recurring questions. For more complex requests, customer chatbots can escalate users to live chat operators or call centres.
Bots are an accessible and easy-to-use tool. They help customers find quick answers to their questions, a specific page, or an offer. You can interconnect them with your internal software, such as your CRM, for a fully personalised experience! You can also perform more complex use cases in the bot, in total security, such as searching for a transaction (by date, name, amount, category), downloading a document, checking a transfer or refund status, signing up to a new contract, or declaring a loss or claim.
Can a chatbot handle sensitive data securely?
Yes, our chatbots are designed to comply with strict regulations such as the RGPD. Data is secured and hosted in France. Security is paramount for our customers and for us.
What functions can a chatbot for the banking sector offer?
Banking chatbots can offer a variety of functionalities: balance checking, money transfer, payment reminders, transaction verification, credit card assistance (e.g. blocking in case of loss), and personalized advice on financial products. They can also assist with loan simulation and other financial calculations.