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How an Internal Finance Chatbot Can Boost Customer Experience | by The ChatC Group | Aug, 2021
Financial plans are important documents and take a substantial amount of time to create and communicate to the customer. But, should they really take that long from start to finish? The answer might surprise you in this article comparing two very different banks.To showcase how a finance chatbot could revolutionize customer experience, this article details the traditional financial planning approach versus the newly transformed, automation-enhanced approach.At many institutions, the process of creating, verifying, approving, and delivering a financial plan is a long, drawn-out process. A total timeline of two or three months is not uncommon. In researching how this process unfolds, the bottlenecks identified were intriguing, because there seems to be a workaround for these issues. But befo...
