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

Live Chat

Joey comes with an integrated live chat feature allowing contact centre staff to take control of the conversation during business hours, while allowing Joey to learn from these conversations.

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Client Management System (CMS)

The comprehensive Client Management System (CMS) allows organisations to have the control on Joey’s conversations, behavior and relevance.

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Analytics (Louie)

Louie, a virtual data scientist, provides advanced analytics about consumer behaviors, usage patterns and sentiments.

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Product Origination

An innovative platform that integrates with our chatbot Joey, allowing customer onboarding and product selling via a conversational experience as well as traditional form filling experience.

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Financial Calculators

Available as a responsive web design, animated mobile app or simple APIs powering your applications.

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Customer Engagement App

Get referral on your app, live chat with your website visitors on the go and have lead details in the palm of your hand at all times.

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Industry Use Cases

Banking

Insurance

Superannuation

Broker Use Case

Broker Empowerment Solution Brochure

Ready to create incredible experiences?

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You can also reach us via sales@epictenet.com