AI Powered Virtual Assistant for the Financial Services Industry

Driven by Artificial Intelligence Joey is a futuristic solution providing a 24×7 personalised customer experience across all digital channels bringing together Chat, Web Forms, Smart Workflows, Machine Learning, Natural Language Processing and Automation to re-imagine the customer experience

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Joey Delivers

Joey Delivers


  • API Integration with Core, Origination and CRM Systems
  • Integration for ID verifications and Credit Decisioning
  • Self-servicing for control on Joey conversations and behavior
  • Integrated live chat working in tandem with AI
  • Alexa voice integration
  • Multi-lingual
  • Highly visualised analytics

Joey Assists

Add-on Features

AI Assisted Live Chat

An AI assisted Live Chat, 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 organizations to have the control on Joey’s conversations, behavior and relevance.

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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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Analytics (Louie)

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

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Industry Use Cases

Banking

Insurance

Wealth

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