AI Powered Virtual Assistant for the Financial Services Industry

Integrated with Artificial Intelligence it seamlessly integrates with Core, Origination and CRM Solution to process the applications, requests & leads and provides an innovative platform to re-imagine the customer experience.

Using our platform we have created a white labelled virtual assistant JOEY providing a unified experience to the customers by seamlessly combining chat, smart workflows, machine learning, natural language processing and automation.

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  • Answers Customer’s Queries
  • Generates Leads
  • Customer Onboarding
  • Product Sale
  • Customer Service
  • Financial Literacy
  • Predictive Text
  • API Integration with Core Origination & CRM System
  • Self-servicing for Set up, Maintenance, Analytics
  • Voice Integration
  • Integration for ID Verification and Credit Decisioning
  • Human-assistance when needed

Solutions Enhancing Joey

Product Origination

A modern open architecture responsive online forms platform providing UI and UX of your choice.

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Financial Calculators

Animated financial calculators available as a responsive web design, mobile app or simple APIs powering your applications.

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Customer Engagement App

Get the referral on your app, message on the go and have the lead details in your palm all the time.

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Loan Key Facts Sheet

Define your products taking a customised rate with Epictenet's easily configurable Loan Key Facts Sheet in APRA Regulated format.

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Broker Use Case

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