A digital Transformation playbookBuild your conversational banking strategy

94% of leaders in the banking industry say their customers are more critical of customer engagement than ever. Digital conversations have the power to unlock real-time insights, operational efficiency, and customer satisfaction. Download to start building your conversational banking experience.

cover of the Conversational Banking playbook

Benefits of conversational banking

“With messaging and automation, you can safely talk to your clients in their channel of choice and in the language of their heart. That’s how you gain true client intimacy.” 

~ Carlos Moodley, Head of Group Conversational Banking at Capitec

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what you’ll learn

Explore new ways to generate revenue and manage costs throughout the customer journey

Innovate in a highly regulated industry

Embracing automated customer service solutions enables innovation within the constraints of a highly regulated banking industry, overcoming the challenges posed by financial institutions’ legacy technologies (without sacrificing compliance & security/risk management).

Enhance customer retention in dynamic markets

Implementing conversational banking can play a crucial role in enhancing customer satisfaction and loyalty in dynamic markets, where personalized service and interactions contribute to a lasting and positive relationship.

Streamline costs for operational excellence

Customer queries and conversations are full of operational insight. The more conversations you have, the more opportunities you’ll find to streamline costs, strengthen your operations, and proactively improve the customer experience. 

example of common intents from banking customers, which can be automated with artificial intelligence

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Unlock the top intents of banking customers

LivePerson powers more than 10 million banking interactions each year for the world’s biggest banks. Find out why…and how you can leverage our conversational technologies and strategies for your financial institution.

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