Digital Employees for Banking and Financial Services

AI for the future workforce

Automate your work processes with Digital Employees

A Digital Employee is an AI-driven software designed to understand and interpret human communication. It is a standardized solution that can perform various tasks and has a modular design with the flexibility to adapt to different businesses and industries. Examples of tasks include customer service, case management, and more.

Digital Employees improve work efficiency by operating 24/7. They can also process large amounts of data in a short period of time.

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Junior Accountant Digital Employee

Plug & Play

Ready-to-go, pre-trained solution

No coding

No technical skills needed

High ROI

Payback within 3-6 months

Plug & Play

Ready-to-go, pre-trained solution

No coding

No technical skills needed

High ROI

Payback within 3-6 months

Digital Employees for the Banking sector

AI and Intelligent Process Automation help banks gain a competitive advantage. With AI-driven automation, banks are leveraging machine capabilities to enhance operations, scale, and cut costs.

Digital Employees can automate parts of the customer service by handling account, loan, or card related inquiries, and help organize bank statements, property documents, salary slips, financial papers, and assist loan officers with documentation.

Credit Assistant, Digital Employee for banking

credit.assistat.round.grey@3x

Loan Assistant

Cecilie

Receive loan related inquiries from consumers and companies by chat, email or portal
Interpret content and intention
Use rules to decide course of action
Categorize inquiries based on loan type and eligibility
Verify Customer
Archive documents related to proof of identity and residence, bank statements, salary slip or property documents
Retrieve data, register and update internal systems
Request for additional information
Forward loan application to underwriter
Reply to sender. Answer questions about products, advise on eligibility of type of loan and help guide customers through the application process

Included modules

Digital Employees for the Financial Services

Financial Services companies around the world are moving towards AI and Intelligent Process Automation. Customer expectations are rising, and Financial Services companies can gain a competitive advantage by automating their customer support.

Digital Employees for Financial Services offer 24/7 support, and our solution can be customized to fit your needs in other departments. They are forging AI solutions such as Process Automation, Case Handling, Bot Advisory, Customer Validations, and much more. Digital Employees make it possible for businesses to scale their operations, improve service efficiency, and at the same time, cut costs.

Junior Accountant Digital Employee

Debt Collection Assistant Debra Digital Employee

Debt Collection Assistant

Debra

Receive inquiries from debtors related to invoices, postponements, objections, outstanding debt, receipt of payments, change of address and more
Interpret content and intention
Use rules to decide course of action
Categorize inquiries based on type and topic
Validate customer
Archive documents like invoice copy, account statements, credit report, receipts of payments and others
Retrieve data, register and update internal systems
Track progress of payments
Request for additional information
Forward deferrals, postponements and objections to relevant stakeholders
Reply to sender

Included modules

Digital Employee for automating email handling

Email Coordinator

Emma

Receive inquiries by email or portal
Interpret content and intention
Use rules to decide course of action
Categorize inquiries based on type and topic
Forward inquiry to relevant stakeholders
Reply to sender

Customer Service Digital Employee

Customer Service Agent

Carl

Receive inquiries by chat, email or portal, ticketing and CRM systems
Interpret content and intention
Use rules to decide course of action
Categorize inquiries based on type and topic
Handle and archive attachments and documents
Retrieve data, register and update internal systems
Request for additional information
Forward inquiry to relevant stakeholders
Reply to sender

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*Free trial is only available for India

Junior Accountant Digital Employee

Junior Accountant

Alex

Receive inquiries related to accounting, invoices, VAT, tax, payroll and other financial areas
Interpret content and intention
Use rules to decide course of action
Categorize inquiries based on type and topic
Verify, handle and archive financial documents
Retrieve financial data, register and update Financial accounting systems including accounts payable and receivable
Checking accuracy of payments and records
Inform management and compile reports
Request for additional information
Forward inquiry to relevant stakeholders
Reply to sender

Get in touch

Digital medarbeider

Cookie	Duration	Description
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
_lfa	2 years	This cookie is set by the provider Leadfeeder to identify the IP address of devices visiting the website, in order to retarget multiple users routing from the same IP address.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
__cf_bm	30 minutes	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
__hssc	30 minutes	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
lang	session	LinkedIn sets this cookie to remember a user's language setting.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.

Cookie	Duration	Description
__hstc	5 months 27 days	This is the main cookie set by Hubspot, for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_ga_7TME3LNQE9	2 years	This cookie is installed by Google Analytics.
_gat_UA-143157247-1	1 minute	A variation of the _gat cookie set by Google Analytics and Google Tag Manager to allow website owners to track visitor behaviour and measure site performance. The pattern element in the name contains the unique identity number of the account or website it relates to.
_gcl_au	3 months	Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
CONSENT	2 years	YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.
hubspotutk	5 months 27 days	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.

Cookie	Duration	Description
_fbp	3 months	This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website.
fr	3 months	Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin.
IDE	1 year 24 days	Google DoubleClick IDE cookies are used to store information about how the user uses the website to present them with relevant ads and according to the user profile.
test_cookie	15 minutes	The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	5 months 27 days	A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
YSC	session	YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
yt-remote-device-id	never	YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
yt.innertube::nextId	never	This cookie, set by YouTube, registers a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requests	never	This cookie, set by YouTube, registers a unique ID to store data on what videos from YouTube the user has seen.

Cookie	Duration	Description
_lfa_test_cookie_stored	past	No description
AnalyticsSyncHistory	1 month	No description
li_gc	5 months 27 days	No description
ln_or	1 day	No description

Digital Employees for Banking and Financial Services

Automate your work processes with Digital Employees

Plug & Play

No coding

High ROI

Plug & Play

No coding

High ROI

Digital Employees for the Banking sector

Loan Assistant

Digital Employees for the Financial Services

Debt Collection Assistant

Email Coordinator

Customer Service Agent

Junior Accountant

Get in touch

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