Loan Application

Streamline loan requests or other inquiries with virtual

agents

Maximize efficiency in user service processes!

Go4Clients AI Voice Assistants.

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Streamline loan requests or other inquiries with virtual agents:

Loan Request

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.

Change of Personal Information

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.

Account Status Inquiry

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.

Report Lost or Stolen Card

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.

Financial Product Information

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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