Emailbot for Banks Demo
Use AI in your process automation
Account services
- Saving AccountsÂ
- Current Accounts Â
- Salary AccountsÂ
Email automation for banks
Banks receive a large volume of inquiries from customers, and most customer service agents spend their time and resources on manually processing emails and documents.Â
There are many repetitive tasks that can be automated to increase efficiency in departments like customer support, accounting, IT, and HR.Â
Automation benefits both employees and customers. Employees don’t need to focus on time-consuming routine tasks and customers get a faster response. Â
Empower your customer service team with an Emailbot
Simplifai has tailored this Emailbot for customer support in Banks. Emailbot helps banks build an extra muscle in customer service. It is trained to handle inquiries from customers. Â
The solution is available around the clock and can handle inquiries related to accounts, loan applications, card services, and more. It can be integrated with back-office systems and CRM, and it can be adapted to handle different work processes.Â
What can an Emailbot do?
Emailbot can classify, interpret and extract information from emails using Artificial Intelligence and Natural Language Processing. Â
The Emailbot can identify the type of email, understand the intent of the sender and capture relevant information such as names, email addresses, account numbers, card numbers, and more. The Emailbot can respond to the sender and/or perform actions based on the content of the emails.Â
Emailbot can identify and handle emails related to:
Loan services
- Home LoansÂ
- Auto Loans
- Business LoansÂ
- Gold LoansÂ
Card services
- Credit CardÂ
- Debit CardÂ
KYC Processes
- Account ActivationÂ
- Aadhar card linkingÂ
Emailbot classifies, interprets and retrieves information from emails
Powered by AI
This Emailbot uses AI and Natural Language Processing to interpret and classify emails. Â
It is trained to handle customer support inquiries and gets smarter every day.Â
.
Email typesÂ
What type of email is this?Â
- Account inquiryÂ
- Loan inquiryÂ
- Card services inquiryÂ
- KYC inquiry
- Demat account inquiry
- Grievances
- Frequently asked questions
IntentionÂ
What does the sender want to achieve? Â
- Open accountÂ
- Close accountÂ
- Transaction historyÂ
- Apply for a loanÂ
- Request a credit cardÂ
- Request a debit card
InformationÂ
Does the email contain important information?Â
- Name, address, email, phone Â
- Customer, account or card number Â
- Financial system codeÂ
- Customer number Â
- Financial system code Â
- Amount Â
Emailbot in Action
Use the form below to see the Emailbot in action. Use the topics listed above to see if it can recognize different email types, intentions and identify relevant information. Try to include information like name, amount and account number.
Digital Employees and Intelligent Process Automation
Digital Employees are AI solutions composed of different modules in Simplifai Studio.Â
Add modules such as Emailbot, Documentbot, and Chatbot, as well as workflow and system integration to achieve end-to-end automation. It is easy to integrate the solution with your systems using APIs and/or RPA.Â
A Digital Employee can perform tasks like responding to inquiries, interpreting attachments, forwarding inquiries to colleagues, updating systems, and/or archiving documents. This and much more.Â
Examples of tasks that can be performed by Digital Employees
- Customer verification / KYC Â
- Activation of new accountsÂ
- Unfreezing accountsÂ
- Open new accountsÂ
- Linking accountsÂ
- UpgradingÂ
- New or replacement of cardsÂ
- Loan inquiries, approval, and disbursementÂ
- Frequently asked questions
Do you want to know more?
Book a demo
