Loan Application
Go4Clients AI Voice Assistants.
The voice assistant will guide the user through the application process, verify information in real-time, and provide updates on the application status via SMS, Email, or WhatsApp.
The virtual agent makes updating information easy through a call. It will verify the user’s identity with security questions to ensure the information is correctly updated.
The virtual agent will provide updated account balance and transaction information. It will also answer specific transaction-related questions. It will transfer the call to the respective department for more detailed information.
Through a call, the user can report the loss or theft of their card, and the virtual agent will ask the necessary questions to request an immediate block to the responsible department. It will also guide the user through requesting a new card. It will transfer the call to a personalized advisor for strictly complex cases.
For users seeking more information on financial products such as savings accounts, credit cards, or investments, the virtual agent will provide all necessary details and information.
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