Conversational App for Customer Interaction
THE PROBLEM
In an increasingly complex financial market with a wide range of products, an important Italian bank needed advanced AI to personalize content management and make it accessible in a simple, intuitive way. The goal was to use AI to deliver timely updates aligned with each customer’s interests, along with instant communication on market trends and portfolio performance. For the bank, this was not just added value but a strategic requirement.
THE SOLUTION
To address this need, the bank launched a conversational app based on generative AI. In partnership with Expert.ai, the app enables customers to interact with a human-like digital assistant and receive real-time responses on topics relevant to their investments and market trends.
The app suggests investment suggestions and personalized content based on user behavior and interests, creating a new kind of digital engagement. This approach helps customers save time, avoid information overload, and focus on opportunities that match their risk profile and financial goals, increasing the chances of making informed and valuable choices.
BENEFITS
- Optimized user experience through increasingly personalized interaction
- Access to content and updates selected by specific needs and interests
- Improved support for bankers through app-based communication
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