Digital Employees for Banking
AI for the future workforce
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.
Optimize Internal Processes
Efficient Case Handling
Why use Digital Employees?
Digital Employee is a flexible solution that can automate a variety of tasks, work in any system, and be customized for your specific needs. They can help reduce time spent on routine tasks in the Front Office and Back Office by taking care of inquiries, sorting documents and update your systems.
For example, they can automate tasks related to loan applications. Our Credit Assistant has an average of 90% Automation Grade, and that number might get even higher as AI, and Machine Learning make our solutions smarter every day.
Our solution benefits customers, internal teams, and the company’s revenue.
Customer Satisfaction
Team Motivation
Ready to Go in Weeks
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What can Digital Employees do?
Digital Employees can support and collaborate with your teams by forwarding and asking for information. For banks, they can work in Front Office, taking care of incoming inquiries, inform about products or guide through an application process. They can also work in Back Office, handling documents such as bank statements and proof of identity and register in internal systems.
Front Office
Back Office
Handle documentation
Loan assitance
The work process
A Digital Employee can understand and analyze free-text in the form of chat, email or documents. With the help of the rules engine and training given, it can decide on the right action.
Receive inquiries
By chat, email, or portal related to account, loan, or card
Understand
Interpret inquiry. Analyze intent, extract information and classify
Make decision
Decide course of action. Example: guide customers through a loan application process
Forward or Reply
Ask for additional information, forward to other stakeholders or reply to sender
Examples of roles and tasks
The Banking sector can leverage a variety of Digital Employees. Below you can find some examples. Our solution is based on modules and can be customized to fit your needs.
Simplifai can help you identify the right process to automate, create a business case, and get you started. Book a meeting with us, or send us your questions – we are happy to help.
Leave your email here if you’d like to see a demo
Credit Assistant
Cecilie
Included modules
Email Coordinator
Emma
Customer Service Agent
Carl
Junior Accountant
Alex
Customer Case: Landkreditt Bank
Landkreditt is a digital bank who serve all their customers online through the homepage and online banking portal. They needed a flexible solution that can adapt to their strategy of being more efficient in operation and data-driven.
Simplifai Emailbot has now improved their ability to adapt to customer service’s ever-changing operations. Today, the Emailbot handles incoming inquiries through their digital channels and performs the necessary tasks before a Customer Service Manager processes the inquiry. With our solution, Landkreditt can train the bot to reply to their customers and process the various incoming inquiries.
“Landkreditt is a finance company focusing on self-service and automation in order to deliver good services and low prices to our customers. We are looking forward to further utilize new tools and technologies. The agreement with Simplifai is yet another step on our journey to provide solutions and products that are cost-effective and provide a good customer experience.”
Einar Storsul, CIO of Landkreditt
Want to configure your own Digital Employee?
